Old Mutual SA Quoted Property Fund
MANAGEMENT Fund Manager's Comment
Evan Robins, B. Bus Science (Hons), MA (Social Psychology), MBA, CFA
Evan joined MacroSolutions in February 2012 as an in-house property portfolio manager. Prior to this, Evan joined Old Mutual Investment Group South Africa (OMIGSA) on 1 December 2009 as a member of the Equity Research team and was responsible for the portfolio management of all the property funds in research, as well as some analyst responsibilities. Evan has 17 years of investment experience. Evan was a rated broker analyst in the property sector at Nedsec for two and a half years. He headed up the fixed income asset class for six years for BoE Private Clients. Evan was also responsible for listed property portfolios during his time at BoE. Evan also worked at Franklin Templeton NIB Investment and Mawenzi Asset Managers (formerly Brait Asset Managers) as the Head of Fixed Income. In addition, he worked as a management and strategy consultant for four years.
FUND OBJECTIVES AND FOCUS

The fund aims to remain fully invested at all times to generate sustainable pre-tax income whilst growing the original capital invested. The fund invests in a selection of listed South African commercial and industrial property shares. Income is derived from property shares that offer a secure and an escalating income stream. Capital growth comes from quality shares that show potential for an upward share price movement.


Click here to Download CSV
WEBGRAPH
RANKING
SectorSouth African-Real Estate-General
SizeR4,556,750,764
Sector Rank: 11 out of 35
(lump sum over 3 years to 28 February 2019)
Overall Rank: 871 out of 991
(lump sum over 3 years to 31 July 2017)
R1000 invested on 29 February 2016 was worth R 1020 at 28 February 2019
( 0.67% annual compound return)
R100 per month since 29 February 2016 was worth R 3395 at 28 February 2019
( -3.83% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 OCT 2003 Holdings:12
Original Price:200 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
GROWPNT (Real Estate Investment Trusts)38,343,692893,408,024 19.61 %
U-OMMM (Money Market)113,000,000113,000,000 2.48 %
CASH (Cash on call)04,839,935 0.11 %
TOTAL R1,011,247,95922.2%

Send e-mail to
© 2019 SHARENET (PTY) Ltd, Cape Town, South Africa
Home     Terms & conditions    Privacy Policy
    Security Notice    Contact Details
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.