SA Quoted PropertyFundamental Investments
      institutional our funds SA quoted property

      SA Quoted Property

      The solution invests in a selection of commercial and industrial property shares listed in South Africa, using an integrated investment approach combining macro-thematic considerations and bottom-up financial analysis. Disciplined portfolio construction and risk management guide the building of a portfolio that aims to maximise long-term, risk-adjusted total returns.

      This solution is suitable for investors wanting exposure to commercial property without the potential difficulties and capital outlay of direct property investments. Investors must also be able to tolerate the volatility of investing in the property sector.

      STRATEGY DETAILS 

      Benchmark: FTSE/JSE All Property Index (J803)

      Objective: The portfolio aims to outperform its benchmark and achieve top quartile total returns relative to competitor funds over the medium and long term.