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.

The fund aims to remain fully invested at all times to generate sustainable pre-tax income whilst growing the original capital invested. This fund is suitable for investors seeking exposure to the property market without the potential difficulties and capital outlay of direct property investments. The investor can accept the volatility of investing in the property sector. 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.

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SectorSouth African-Real Estate-General
Sector Rank: 13 out of 36
(lump sum over 3 years to 31 July 2019)
Overall Rank: 985 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 905 at 31 July 2019
( -3.28% annual compound return)
R100 per month since 31 July 2016 was worth R 3312 at 31 July 2019
( -5.46% annual return compounded monthly)
Formation Date:01 OCT 2003 Holdings:12
Original Price:200 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
GROWPNT (Real Estate Investment Trusts)35,055,183850,088,188 19.37 %
U-OMMM (Money Market)122,000,000122,000,000 2.78 %
CASH (Cash on call)0-3,956,680 -0.09 %
TOTAL R968,131,50822.06%

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