LONG-TERM CAPITAL GROWTH
Momentum Real Growth Property Fund
This unit trust is suited to investors with a high-risk profile with a tolerance for capital volatility over the medium to long term. The fund invests in property securities listed on the JSE and aims to outperform the FTSE/JSE All Property Index (JALPIT).
The Momentum Real Growth Property Fund invests in equities of listed property companies or real estate investment trusts, including cash and/or money market instruments.
Fund objectives
Asset class
Property
Risk
High
Term
7+ years
Understanding the investor’s risk profile
The Momentum Real Growth Property Fund objective is to deliver high income and long-term capital appreciation. In an investment portfolio, the Momentum Real Growth Property Fund allows you to diversify from traditional asset classes and get exposure to the property market without the large capital outlays associated with property investments.
Understanding the fund's risk profile
The risks related to local and global real estate markets can be movements in exchange rates, tax risks, political risks and macroeconomic risks.
Seven or more years.
Fund managers
Pelo Manyeneng
Portfolio manager
BCom, CAIA, RPE
Managing the fund since 2012
Lawrence Koikoi
Portfolio manager
Property Development Programme, CA (SA)
Managing the fund since 2020