Unit Trusts
Begin your journey of wealth creation with our listed property unit trust 
The unit trust specializes in local and offshore listed real estate investments.
Offshore investments include those listed in the UK and Germany.
Our passion for property is what energizes us and keeps us motivated in creating a high income and capital growth for our investors.
The actively managed fund aims to outperform the SA Listed Property Index over the medium to long-term horizon.
Fund Details
Launch Date: 1 June 2017
Fund Size: R70mn
Fund Category: South African Real Estate General
Fund Benchmark: FTSE/JSE ALL Property Index (J803T)
Fund Risk Profile: High
Minimum Lump Sum: R2000
Minimum Monthly Deposit: R300
Performance Fee: None
Annual Management Fee: 1.15% (incl. VAT)
Total Expense Ratio (TER): 1.31% (incl. VAT)
International Property
Local Property
Top 5 Holdings
NEPI Rockcastle PLC
Growthpoint Properties Ltd
Redefine Properties Limited
Sirius Real Estate Ltd
Capital and Counties Properties PLC
Investment Calculator
Find out how much you can make by investing in our Unit Trust by using the calculator below. Simply select if you will be making a monthly investment or a once-off investment.