Plexus Wealth Property Fund Fact Sheet

Fund Details
Fund Sector
SA – Real Estate – General
Assets Under Management (R m) (Mar 2019)
R170 R 7 4.117%
Number of Accounts (Mar 2019)
128 2 1.562%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 20 R 27
    Local    R 20    R 27
    Foreign    R 0    R 0
Cash Instr. R 0 R 1
    Local    R 0    R 1
    Foreign    R 0    R 0
Property R 137 R 135
On FoF R 13 R 14
Fund Investment Aims, Objective and/or Universe
The investment objective of the Plexus Wealth 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.The fund may invest in real estate securities and property securities, property related securities and participatory interests in collective investment schemes in property listed on exchanges, non-equity securities and assets in liquid form.The fund may also invest in participatory interests and other forms of participation in funds of collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the fund’s primary objective.
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