proptrax Exchange Traded Fund (ETF)
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Proptrax Offers Two Property Index Tracker ETF Funds
Proptrax
Proptrax Property Index Tracker consists of the Top SA Listed Property (PUTS) and Property Loan Stock (PLS) companies on the JSE.
Property Index Tracker Collective Investment Scheme in Securities, PROPTRAX, is an Exchange Traded Fund (ETF) which tracks the performance of the FTSE/JSE SAPY Index.
- The FTSE/JSE SAPY Index consists of the top market capitalisation
weighted SA Listed Property Funds with their primary listing on the JSE.
- Proptrax Property Index Tracker consists of the Top SA Listed Property (PUTS) and Property Loan Stock (PLS) companies on the JSE.
- Listed Property ETF’s - low cost access to diversified real estate portfolios.
- This provides investors good income yields and capital stability or appreciation.
ProptraxTen
Property Index Tracker Top Ten Equally Weighted Listed Property Index
- The investment objective of the PropTraxTen Fund is to replicate the price and yield performance of the Property Index Tracker Top Ten Equally Weighted Listed Property Index, a custom index calculated independently by the FTSE/JSE.
- This index consists of the top ten companies, as measured by investable market capitalisation, in the FTSE/JSE SAPY Index, but they are held in equal weightings of 10.0% each (as at the quarterly rebalancing date).
The benefits of PROPTRAX Property Index TRacker funds are the following:
- Own the top SA listed commercial real estate stocks (Proptrax)
- It facilitates ownership of the top ten listed commercial real estate stocks (ProptraxTen)
- It is cost-effective, accessible and allows a diversified investment in South African listed property
- It has tight buy and sell spreads, enhanced by the designated market maker
- It is transparent, flexible and liquid
- No prescribed fixed investment period
- Offers quarterly distribution
- Useful asset allocation tool for professional investors click here for more Proptrax & ProptraxTen information and how to apply
Proptrax Performance (as at 31 March 2012)
Proptrax Performance figures, income reinvested on payment date
Source: *SIM (Sanlam Investment Management (Pty) Ltd - Asset Manager)
Proptrax Fund 1 year 2 year (Annualised) 3 year (Annualised) 4 year (Annualised) Since inception (Annualised)Proptrax* 20.03% 17.49% 20.50% 16.80% 11.92%JSAPY* 20.27% 17.83% 20.83% 16.88% 11.84%Fund Size R338 415 340Historical Yield 7.29%
(past performance is not necessarily a guide to future performance)
ProptraxTen Performance (as at 31 March 2012)Proptrax Performance figures, income reinvested on payment date
Source: *SIM, **FTSE/JSE (Sanlam Investment Management (Pty) Ltd - Asset Manager)
Proptrax Fund 1 year 2 year (Annualised) 3 year (Annualised) Since inception (Annualised)ProptraxTen* N/A N/A N/A N/ATen Index** 22.43% 18.09% 22.35% N/ASAPPY Index* 20.27% 17.83% 20.83% N/AFund Size R28 832 345Historical Yield 7.40%
(past performance is not necessarily a guide to future performance)
Current Basket of Proptrax top Listed Property Companies
(Constituents as at 31 March 2012)
Constituents Weight (%)Constituents Weight (%)Growthpoint 23.61Fortress Income - A 2.61Redfine 14.98Vukile 3.74Capital 10.26Rebosis 1.53Hyprop 7.31Premium 1.22Resilient 7.54Octodec 0.78Fountainhead 5.92Investec Prop 0.69SA Corp 4.74Hospitality - A 0.74Acucap 4.87Redefine Prop Int. 0.69Emira 4.39Hospitality - B 0.25Sycom 3.28Current Basket of top ten Listed Property Companies
(Constituents as at 31 March 2012)
Constituents Weight (%)Fountainhead 9.93Sycom 10.37Aducap 9.83Capital 9.99Resilient 10.30Emira 10.15Growthpiont 9.58Redefine 10.09SA Corporate 9.99Hyprop 9.77

click here for more Proptrax & ProptraxTen information and how to apply
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