SA Real Estate Investment Trusts can unlock further upside by emulating their global peers - TopFunds
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        SA Real Estate Investment Trusts can unlock further upside by emulating their global peers

  Stanlib Collective Investments   Q1 of 2024 | 5 months ago

SA REITs’ performance compares poorly with the annualised total returns generated by the JSE All Bond Index (+7.0%) and the FTSE JSE All-Share Index (+9.8%) over the same period. A more apposite comparison is with global property stocks, which delivered an annualised total return of 7.3% in rand terms over the same period. They achieved this while weathering the disruption of the Covid pandemic and despite being more sensitive to rising interest rates than SA REITs.


More Unit Trusts News
5-Year Manco Review: Coronation

5-Year Manco Review: Allan Gray

5 year Manco Review Series Intro

Resurfacing of Retention Funds

Anchor Credo Update

Apex Group Acquires BCI and BIP

More Manco Views
Finding value in a depressed earnings environment

A PRESCIENT APPROACH TO SUSTAINABLE INVESTING

MAINTAINING STABILITY IN TIMES OF HEIGHTED UNCERTAINTIES.

THE ODDS OF A GLOBAL RECESSION ARE SLIM

Who’s right – personal finance experts or economists?

Did You Know ?
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Asset manager Marriott Unit Trusts Manco was founded in 1987.

©2012-2024 NGCSOFT

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        SA Real Estate Investment Trusts can unlock further upside by emulating their global peers

  Stanlib Collective Investments   Q1 of 2024 | 5 months ago

SA REITs’ performance compares poorly with the annualised total returns generated by the JSE All Bond Index (+7.0%) and the FTSE JSE All-Share Index (+9.8%) over the same period. A more apposite comparison is with global property stocks, which delivered an annualised total return of 7.3% in rand terms over the same period. They achieved this while weathering the disruption of the Covid pandemic and despite being more sensitive to rising interest rates than SA REITs.


More Unit Trusts News
5-Year Manco Review: Coronation

5-Year Manco Review: Allan Gray

5 year Manco Review Series Intro

Resurfacing of Retention Funds

Anchor Credo Update

Apex Group Acquires BCI and BIP

More Manco Views
DIVERSIFIED MULTI-ASSET FUNDS BRING STABILITY IN AN UNCERTAIN WORLD.

Have interest rates peaked? A dilemma for fixed income investors

China: Opportunities for astute investors

Why the best stories often don’t make good investments

Personal finance lessons from Squid Game

Coronation Nedgroup Satrix Allan Gray BCI
©2012-2024 NGCSOFT