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.
2013 - Raging Bull - Best SA Real Estate Fund
2013 - Raging Bull - Best Indirect Property Fund
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.
29 July 2010
(ASISA) South African RE General
FTSE/JSE SA Listed Property Index
Past performance is not indicative of future performance and does not predict future returns.
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|29 December 2023
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.