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A shot of a sharp corner of a multistory building with protruding balconies.

Listed property investments

The listed property market in South Africa allows us to invest in real estate investment trusts (Reits), which offer investors exposure to property-related opportunities on the Johannesburg Stock Exchange (JSE).


#

Portfolio outcomes

Long-term capital
growth through
listed property

#

Investment horizon

More than 5 years

#

Risk

Medium to high

Listed property investments and
your portfolio

If you want to diversify from traditional asset classes, you can have exposure to the property market without the large capital outlays associated with property investments. When you invest in Reits, you will receive an annual dividend payment and capital growth over time. Share prices could be volatile in the short term, therefore you should have a long-term view beyond five years.

Listed property
portfolio range

Property


Medium to high risk
5+ years

Diversified
Property

Medium to high risk
5+ years

Our investing philosophy and process

The best way to achieve consistency of investment returns is to consider the full range of possible outcomes.

We invest in great property companies, at attractive valuations over a long-term investment horizon, using a fundamental research method. Our fundamental research process is dynamic and flexible. This allows us to continually improve our investment research, while staying true to our investing philosophy.

We believe that active investment research, supported by a disciplined investment process that focuses on risk management, is the cornerstone for superior investment returns.


Outcome-based investing

We place your investment needs at the centre of our investment process so that your financial goals are aligned to your investment outcomes.





Responsible investing

We define responsible investing (RI) as an investment process that includes environmental, social and governance (ESG) factors into our process. Issues like increasing regulation, the growing need for risk mitigation and a heightened social conscience can be addressed by integrating ESG factors into our investment process.


Rules and regulations


Our property portfolios are compliant with Regulation 28 of the Pension Funds Act. In addition, the JSE has a set of requirements for Reits, including minimum dividend pay-out of 75% and loan-to-value ratio of 60%.

Financial Sector Conduct Authority (FSCA)

Financial Sector Conduct Authority (FSCA)

We are licensed with the FSCA and comply to the market conduct regulations stipulated by the FSCA.

Association for Savings and Investment South Africa logo



Association for Savings and Investment South Africa (Asisa)

Our governing body, Asisa, provides best practice guidelines to make sure the investor is the focal point of everything we do.

Our portfolio managers

Pelo Manyeneng

Head: Listed property



BCom, CAIA, MIFM

Industry experience: 10 years

Lawrence Koikoi

Portfolio manager



BCom (Hons), CA(SA), PDP

Industry experience: 10 years

Contact investments for businesses

General enquiries



Office hours are Monday to Friday from 08:00 to 17:00.

Letshego Rankin




Office hours are Monday to Friday from 08:00 to 17:00.

Wayne Dennehy




Office hours are Monday to Friday from 08:00 to 17:00.

Momentum Investments is part of Momentum Metropolitan Life Limited, an authorised financial services (FSP6406) and registered credit provider (NCRCP173), rated B-BBEE Level 1.

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