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1nvest Global REIT Index Feeder Fund

1nvest ALSI 40 Fund

The fund is a feeder fund and as such it invests in the iShares Global REIT ETF. This underlying fund tracks the Index and aims to replicate the performance of the Index. The FTSE EPRA/NAREIT Global REIT Index is designed to track the performance of listed real estate companies and REITs worldwide. The Index is rebalanced quarterly. The fund may also hold a small portion in cash instruments and listed derivatives to effect efficient portfolio management.

asset class

Property

product type

UT

geography

Offshore

The fund invests in the constituents of the Top40 Index and aims to replicate the index by holding the same weightings of these constituents. The Top40 is an equity Index of the 40 largest companies by market capitalisation, listed on the JSE. The fund is rebalanced quarterly and therefore has minimal trading costs.The fund may also hold a small portion in cash instruments and listed derivatives to effect efficient portfolio management.

asset class

Equity

product type

UT

geography

Local

risk rating

conservative

moderately conservative

moderate

moderately aggressive

aggressive

conservative

moderately conservative

moderate

moderately aggressive

aggressive

minimum period

1 month

6 months

1 year

3 years

5 years

7 years

1 month

6 months

1 year

3 years

5 years

7 years

documents

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