Harvard House Property Fund Fact Sheet

Fund Details
Fund Sector
SA – Real Estate – General
Assets Under Management (R m) (Mar 2019)
R71 R 5 7.0422%
Number of Accounts (Mar 2019)
36 4 11.111%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 4 R 9
    Local    R 4    R 9
    Foreign    R 0    R 0
Cash Instr. R 4 R 4
    Local    R 4    R 4
    Foreign    R 0    R 0
Property R 63 R 53
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The Harvard House BCI Property Fund is a real estate fund with a primary objective to provide the investor with a high income and long term capital appreciation found through investing in mainly listed property securities.

The investable universe of the fund will be equity and property securities, property collective investment schemes, property loan stock, fixed interest securities, debentures, preference shares, non-equity securities and assets in liquid form.The fund will invest at least 80% of the market value of the fund in shares listed in the FTSE / JSE Real Estate sector and may include other high yielding securities from time to time.Up to 10% of the fund may be invested in equity securities outside the property sector.
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