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Property Fund

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Investor Profile

The portfolio is suitable for investors who require sector specific exposure to real estate securities as part of their overall investment strategy, with both income generation and capital appreciation as their primary goal over the long term.

Awards

2013 - Raging Bull - Best SA Real Estate Fund

2013 - Raging Bull - Best Indirect Property Fund

Investment manager

Merchant West Holdings (MWH) is one of the largest privately-owned financial institutions in South Africa. Merchant West Investments (MWI), a subsidiary of MWH, is a multi-strategy asset management business that places the highest priority on the stewardship of clients’ assets. The experienced listed property investment team has a deep knowledge of the sector constituents and company management. The investment team at MWI has managed the Nedgroup Investments Property Fund since it’s inception in 2010.

Driven by the firm’s leadership, MWI look to continually develop the ESG aspects of the business.  Our investment process now has implicit ESG requirements (particularly governance) and we have a Socially Responsible Investing policy that guides our actions and stewardship of investee companies in this regard.

Risk profile

Low risk High risk
The greater the amount of risk an investor is willing to take on the greater the potential return

Minimum investment

Lump sum: R10 000 Debit order: R250

Recommended minimum period

7 years

Inception date

29 July 2010

Asisa category

(ASISA) South African RE General

Benchmark

FTSE/JSE SA Listed Property Index

Performance (since inception)

Past performance is not indicative of future performance and does not predict future returns.

Annual fees and charges eac Fees calculator

excl VAT incl VAT
Fund management fee 1.00% 1.15%
+
Fund expenses 0.03%
Total expense ratio 1.18%
+
Fund transacting costs 0.05%
Total investment charges 1.23%

Price as at eac View all prices

Fund price Market change Unit count
60.45 0.17% 127 018 332.0442

Income distribution

Cents per unit Latest date Frequency
0.05 28 March 2024 Quarterly

Responsible investing

Responsible investing icon

Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.

Read more Responsible Investing Link