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 Triangle Core Fund - Unlisted Real Estate Investment
Location: Johannesburg, Gauteng
Property Type: Property Fund
ZAR Price on Application
Contact: estata
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This actively managed portfolio of real estate assets is made up of Old Mutual’s flagship properties. The portfolio managers invest in blue chip properties with quality tenants who are likely to generate predictable and growing income streams. While the focus in primarily on direct property, up to 20% of assets may be invested in listed property and cash to facilitate liquidity.

This is a pooled, unlisted real estate investment purchased as a policy contract. The assets are registered in the name of Old Mutual Life Assurance Company SA and managed by Old Mutual Investment Group Property Investments.

INVESTMENT OBJECTIVES

The fund aims to generate a return (gross of fees) that exceeds CPIX by at least 5.5% a year over rolling 7-year periods. In addition, it strives to achieve top quartile performance over each calendar year, relative to its peer group, as measured by the Investment Property Databank (IPD) Index for large funds.

INVESTMENT PHILOSOPHY

The properties held in the portfolio are quality real estate selectively acquired for their ability to generate a growing income stream as well as high, long-term capital appreciation. The portfolio is adjusted with due consideration being given to the economic environment and property life cycle.
 
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