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.