Investec Property Equity Fund
MANAGEMENT Fund Manager's Comment
Peter Clark
FUND OBJECTIVES AND FOCUS

Investment objective The Investec Property Equity Fund aims to grow income and capital. The fund targets returns in excess of the SA Listed Property Index, measured over three year periods. Strategy The fund maintains an exclusive focus on interest-income generating South African listed property stocks, specifically Property Unit Trusts (PUTs) and Property Loan Stocks (PLSs). The investment team utilises Investec Listed Property Investments' proprietary research platform to assist in the screening and selection of listed property securities. The focus is on sourcing lines of stock at attractive prices and identifying value opportunities relative to the sector in order to achieve out performance. Fund features - Attractive and growing income returns - Long-term capital appreciation - An investment underpinned by tangible assets with fairly predictable income streams - Diversification from a general equity portfolio - Active exposure to the South African listed property sector - Fund's volatility is similar to a general equity fund


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WEBGRAPH
RANKING
SectorSouth African-Real Estate-General
SizeR4,612,681,229
Sector Rank: 29 out of 36
(lump sum over 3 years to 31 July 2019)
Overall Rank: 1019 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 825 at 31 July 2019
( -6.22% annual compound return)
R100 per month since 31 July 2016 was worth R 3115 at 31 July 2019
( -9.56% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 JUN 2004 Holdings:18
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
REDEFINE (Real Estate Investment Trusts)70,005,657632,851,139 13.72 %
CASH (Cash on call)050,167,017 1.09 %
TOTAL R683,018,15614.81%

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