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12.44  /  1.6%

776.09

NAV on 2019/09/16
NAV on 2019/09/13 763.65
52 week high on 2018/11/07 903.17
52 week low on 2019/08/27 749.41
Total Expense Ratio on 2019/03/31 1.45
Total Expense Ratio (performance fee) on 2019/03/31 0
NAV Incl Dividends
1 month change 2.35% 2.35%
3 month change -4.6% -1.98%
6 month change -6.6% -3.46%
1 year change -12.01% -5.56%
5 year change -1.71% 3.36%
10 year change 5.02% 10.8%
Price data is updated once a day.
  • Sectoral allocations
Financials 4271.58 97.31%
Fixed Interest 122.00 2.78%
Liquid Assets -3.96 -0.09%
  • Top five holdings
 GROWPNT 850.09 19.37%
 REDEFINE 506.00 11.53%
 NEPIROCK 371.25 8.46%
 VUKILE 333.66 7.6%
 SIRIUS 321.05 7.31%
  • Performance against peers
  • Fund data  
Management company:
Old Mutual Unit Trust Managers (RF) (Pty) Ltd.
Formation date:
2003/10/01
ISIN code:
ZAE000049920
Short name:
U-OMSAQPP
Risk:
Unknown
Sector:
South African--Real Estate--General
Benchmark:
FTSE/JSE SA Listed Property Index
Contact details

Email
unittrusts@oldmutual.com

Website
http://www.omut.co.za

Telephone
021-503-7100

  • Fund management  
Evan Robins
Evan joined MacroSolutions in February 2012 as an in-house property portfolio manager.
Prior to this, Evan joined Old Mutual Investment Group South Africa (OMIGSA) on 1 December 2009 as a member of the Equity Research team and was responsible for the portfolio management of all the property funds in research, as well as some analyst responsibilities.
Evan has 17 years of investment experience.
Evan was a rated broker analyst in the property sector at Nedsec for two and a half years. He headed up the fixed income asset class for six years for BoE Private Clients.
Evan was also responsible for listed property portfolios during his time at BoE. Evan also worked at Franklin Templeton NIB Investment and Mawenzi Asset Managers (formerly Brait Asset Managers) as the Head of Fixed Income.
In addition, he worked as a management and strategy consultant for four years.


  • Fund manager's comment

2019/08/29 00:00:00
The fund aims to remain fully invested at all times to generate sustainable pre-tax income whilst growing the original capital invested.
  • Fund focus and objective  
The fund aims to remain fully invested at all times to generate sustainable pre-tax income whilst growing the original capital invested. This fund is suitable for investors seeking exposure to the property market without the potential difficulties and capital outlay of direct property investments. The investor can accept the volatility of investing in the property sector. The fund invests in a selection of listed South African commercial and industrial property shares. Income is derived from property shares that offer a secure and an escalating income stream. Capital growth comes from quality shares that show potential for an upward share price movement.
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