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  • The Hollard Prime Dynamic Income Fund B
  • The Hollard Prime Equity Fund B
  • The Hollard Prime Money Market Fund B
  • The Hollard Prime Property Fund B
  • The Hollard Prime Property Fund B

    About the fund:

    The primary investment objective of the fund is high levels of income and long-term capital growth, through investments in listed property shares, collective investment schemes in property and property loan stock and real estate investment trusts and other high-yielding securities.

    This fund is suitable for investors who:
    • Seek exposure to JSE-listed property securities to provide a combination of long-term capital growth and income
    • Are comfortable with stock market fluctuation, i.e. short- to medium term volatility
    • Are prepared to take on some  risk of capital loss
    • Typically have an investment horizon of more than five years
    • Wish to use the Fund as a listed-property ‘building block’ in a diversified multi-asset class portfolio
    Overview:
     
    Benchmark ASISA Sector Risk Launch Date Income Distribution Regulation 28
    ASISA Sector Median SA Real Estate - General Aggressive 23 January 2014     Bi-Annual (February & August) 

    NO

     
    Exposure Limits:
     
    In SA Ex SA In Africa Fixed Interest Property Equity
    ≥60% ≤30%  ≤5%   ≥80%

    ≤10% in real estate companies only

    Factsheets:
    Latest Factsheet

    To download a .csv file of historic factsheet select options below:

    Prices:
    Latest Price
    123.75

    To download a .csv file of historic prices select date ranges below:

    Date Range:
    Investor Report
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  • The Hollard Prime Strategic Assertive Fund of Funds B
  • The Hollard Prime Strategic Balanced Fund of Funds B
  • The Hollard Prime Strategic Defensive Fund of Funds B
  • The Hollard Prime Yield-Plus Fund B