MET Property Income Portfolio
MANAGEMENT Fund Manager's Comment
Chris Naidoo, BCom, MBL,
Chris has been with the investment management team for 10 years.

FUND OBJECTIVES AND FOCUS

This is a specialist portfolio seeking a high income yield and capital growth. The portfolio's objective will be achieved by actively investing in quality JSE listed property securities, property loan stock, CIS in property, non-equity securities and assets in liquid form. The minimum exposure to listed property shares, property loan stock and property portfolios will be 50% of the portfolio's market value. Where derivative instruments can be used for the benefit of the portfolio, such instruments should be used in accordance with applicable legislation. The portfolio needs to adhere to investment rules as stipulated in the Act. This portfolio is ideal for medium risk investors seeking consistent tax efficient income returns with capital growth. Ideal for retired investors, retirement schemes, multi-managers and individuals saving via living annuities, preservation funds and retirement annuities.


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WEBGRAPH
RANKING
SectorDomestic-Real Estate-General
SizeR218,892,014
Sector Rank: out of 0
(lump sum over years to 31 DEC 2011)
Overall Rank: out of 0
(lump sum over years to 31 DEC 2011)
R1000 invested on was worth R at
(% annual compound return)
R100 per month since 31 January 2009 was worth R 4475 at 31 January 2012
( 13.74% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:17 NOV 2003 Holdings:21
Original Price:95 Pricing:Forward
Top Holdings on 31 DEC 2011
Share (Sector)No.Value% of Fund
TOTAL R00%

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