About the Stanlib Property Income C3

The fund’s primary objective is to provide investors with a steady source of income and capital growth over time. The fund invests predominantly in listed property shares, mainly through real estate investment trusts, which offer investors exposure to real estate properties through JSE-listed instruments. The fund’s intention is to remain fully invested in property.

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Bundle Information

Fund Classification Property
Benchmark FTSE/JSE All Property Index (J803T)
Fund/lnception Date Aug 3, 2020
JSETicker SPIFC3
Risk Profile
Unit Trust Name Stanlib Property Income C3
Income Distribution Quarterly (March, June, September, December)

Pricing

  • 1M RTN
    3M RTN
    6M RTN
    1 YR RTN
    MAX RTN
  • DAILY CHANGE
  • Zoom Level
    • 1M
    • 3M
    • 6M
    • 1Y
    • MAX
Fund Size NAV TRI
R 2 696 064 333 30740.37 150.24728

Current Prices Prices update end of day

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Percentage and Performance

Fees

Annual Manager 0.98%
Performance Fee N/A
TER 0.99%
Transaction Cost 0.18%

Performance

Apr 2024 -0.09%
1 Month -3.09%
1 Year 11.40%
3 Months -1.10%
6 Months 19.82%
YTD -0.16%
3 Years 6.28%
5 Years N/A

Dividends

Last Payable Date 2021-01-04
Last Payable Amount 4.97C
Next Payable Date
Next Payable Amount
LDT

Risks

Daily Risk

3 Years Absolute Return 19.14%
3 Years Maximum Drawdown 20.56%
5 Years Absolute Return -13.64%
5 Years Maximum Drawdown 54.03%

Monthly Risk

3 Years Sharpe 0.74%
3 Years Sortino 0.34%
3 Years Standard Deviation 17.04%
5 Years Sharpe -0.79%
5 Years Sortino -0.32%
5 Years Standard Deviation 28.54%

Sector Allocation

Real Estate Investment Trusts
Real Estate Investment and Services
Cash on call
Money Market

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