Risk profile
Low risk
High risk
Property Fund
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 managers
Merchant West Investments
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.
Minimum investment
Lump sum: R10 000* Debit order: R250* The R250 minimum is only for UT and TFI products. The minimum for products such as retirement annuity, endowments, pension preservations and provident preservations is R500.Recommended minimum period
7 yearsInception 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 Fees calculator
| excl VAT | incl VAT | |
|---|---|---|
| Fund management fee | 0.75% | 0.86% |
| + | ||
| Fund expenses | 0.03% | |
| Total expense ratio | 0.89% | |
| + | ||
| Fund transacting costs | 0.04% | |
| Total investment charges | 0.93% | |
Price as at View all prices
| Fund price | Market change | Unit count |
|---|---|---|
| 69.67 |  0.94% |
1 282 958 691.1946 |
Income distribution
| Cents per unit | Latest date | Frequency |
|---|---|---|
| 0.19 | 31 March 2025 | Quarterly |
Downloads
Income Distribution
Responsible investing
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
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