ASSET MANAGEMENT: INSTITUTIONAL FUND MANAGEMENT

Objective

A specialist portfolio aiming to secure an optimal overall yield comprising both income and long-term capital appreciation by investing primarily, but not exclusively, in listed property shares and collective investment schemes in property  The portfolio shall maintain a minimum effective exposure to real estate securities of 50% or such other percentage as prescribed by ASISA.
 

Investor Profile

The portfolio is suitable for investors who require sector specific exposure to real estate securities as part of their overall investment strategy, with both income generation and capital appreciation as their primary goal over the long term.
 
 
 
Sectors         Domestic - Real Estate - General
Benchmark Domestic Real Estate General Unit Trust Mean
Risk Rating Medium to high
Appropiate Term
Minimum 5 - 7 years
Income Distributions 31 March, 30 June, 30 September, 31 December
Inception Date 30 July  2010
Minimum Investments Lump sum R10,000 / Monthly debit order R500
Fees (Including VAT)
Initial fee: 0%
Annual management fee (A): 1.14%

 

 

Contact Grindrod Asset Management

Chief Investment Officer

Ian Anderson, CFA, CAIA
Tel: +27 (0)31 333 6677
Fax: +27 (0)31 570 1130
iana@grindrodbank.co.za

Operations Manager

Dale Daw
Tel: +27 (0)31 333 6625
daled@grindrodbank.co.za