The fund is a specialist property portfolio that consist of financially sound property securities, property related securities and participatory interests in collective investment schemes in property listed on exchanges, non-equity securities and assets in liquid form. In selecting securities for this portfolio, where possible, the manager shall seek to secure a relative high income yield combined with capital growth. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes or other similar schemes operated in fields with a regulatory environment that is, to the satisfaction of the manager and trustee, of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio's primary objective.
The portfolio will seek to achieve a high level of sustainable income and capital growth in excess of the benchmark. The portfolio competes against portfolios in the Property and Real Estate Sector and consistently strives to perform in the top quarter of the sector.