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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

Need advice?

Chat to one of our certified financial advisers about our unit trust options.

Collective investment schemes disclosure

Always be responsible and read the disclosures before you invest. Each fund fact sheet contains fund-specific disclosure details.

Resource centre

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