We use cookies to ensure that we give you the best experience on our website. This includes cookies from third party social media websites if you visit a page which contains embedded content from social media. Such third party cookies may track your use of the Ashburton Investments website. We and our partners also use cookies to ensure we show you advertising that is relevant to you. If you continue to browse our website, we'll assume that you are happy to receive all cookies on the Ashburton Investments website.

Terms and conditions
You are viewing the site as

Change your profile:

You are viewing this site as: Individual investor

Welcome to the Insights preference centre where you can choose which Insights you wish to receive using the checkboxes below:

Your preferences have been updated
Thank you for subscribing.
Focus on...
Ashburton Investments

Share this article

<< View all articles

Ashburton Investments launches a new property fund

06 Sep 2017
"The fund aims to provide investors with income and capital growth by investing in a range of liquid assets including local real estate investment trusts (REITS), property loan stocks, property collective investment schemes and property developers."

 

We are pleased to announce that our new Ashburton Property Fund officially launched on 1 September 2017. This fund targets both capital growth as well as income, serving as a key building block to any multi-asset portfolio.

Listed property has been one of the best-performing asset classes, even on a risk adjusted basis over a five- and fifteen-year period. Although current distribution (dividend) growth may slow from the double-digit growth investors have become accustomed to (given the challenging macro backdrop), it is still however expected to exceed inflation over the coming years, making it a solid medium- as well as long-term investment.  

About the Ashburton Property Fund 

The fund aims to provide investors with income and capital growth by investing in a range of liquid assets including local real estate investment trusts (REITS), property loan stocks, property collective investment schemes and property developers. It will have a minimum of 80% exposure to property at all times and may invest in offshore assets as permitted by legislation.

Fund facts

Fund classification

Standard Portfolio - Property

Domicile

South Africa

Fund currency

ZAR

Fund benchmark

FTSE/JSE SA Listed Property Index

Minimum investment

R5 000

Additional investment

R2 000

Recurring debit order

R500

Annual management fee

1.10% (excluding vat)

 

How to invest in the fund 

The Ashburton Property Fund will be available on all our standard platforms as well as our direct investing platform Expect More. It can also be added to a tax free savings account. By investing in a property fund using a tax free product structure such as this, investors can benefit from a significant tax saving over time.

For more information please speak to your financial advisor or contact us at query@ashburtoninvest.co.za to find out how to invest in this fund.