Mandate Overview17 Sep 2021
The specialist investment managers selected for this portfolio invest mainly in listed South African property securities. At times, the managers may invest in fixed-interest instruments. They are given specific mandates aimed at growth in capital value and income, with the focus on income yield. Relative to other single-manager listed property-only portfolios, this portfolio is expected to have lower volatility of returns over the medium to longer term due to the nature of its construction.
Fund Name Changed - Official Announcement10 Mar 2021
The Alexander Forbes Investments Property Equity Fund will change it's name to AF Investments Property Equity Fund, effective from 10 March 2021