Curate Momentum Flexible Property Fund
This fund owns shares in a range of listed property companies, both in South Africa and around the world. It is designed to give investors high levels of income as well as growth on their capital over time.
Why invest in this fund?
- A specialist portfolio of listed property companies.
- Property shares distribute a regular income to shareholders.
- Investors can gain from improving property values.
- Income can be paid out from the fund every 3 months.
Risk profile
High
Low risk
Moderate
High risk
Investment term
7+ Years
Asset class
Property
Managed by
Sesfikile Capital
As a specialist fund manager, Sesfikile has an experienced team of property experts that are focused only on finding the best opportunities in the listed real estate sector. Since its founding in 2010, the firm has built a strong track record of delivering outperformance for investors.
Through detailed analysis and spending time visiting properties around the world, Sesfikile has developed a deep understanding of the drivers and risks in the real estate market, and where to find the most attractive investments.
Fund
objective
To provide investors with a combination of income and long-term capital growth. It is suitable to be used as part of an income-generating portfolio for investors who are willing to accept a bit more risk than a pure income fund.
Investment philosophy
Sesfikile’s primary focus is on identifying leading real estate companies run by management teams with a strong track record of delivering on their strategies and impeccable corporate governance. The firm spends a lot of time understanding the strength of these businesses’ balance sheets, the quality of the assets they own, and who their tenants are. This informs their decisions about which companies have the best prospects and, therefore, where to invest.
Fund-related risks
The income from the fund can be variable due to changes in the economy and the performance of the companies the fund invests in. The value of the investments can also move up and down substantially over shorter time periods.