1nvest Capped Property Index Tracker Fund
1nvest ALSI 40 Fund
The fund invests in the constituents of the FTSE/JSE Capped Property Index and aims to replicate the Index by holding the same weightings of these constituents. The PCAP is an index of the top 20 liquid property companies by market capitalisation that have a primary listing on the JSE and applies a capping of 15% to each constituent at each quarterly review. 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
Property
product type
UT
geography
Local
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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