Commercial Property Funds are Tops
Property funds have outperformed other unit trusts over the past three to five years, according to the Property Loan Stock Association of SA (PLSA). According to Morningstar, one of the leading providers of independent investment research, five of the top-performing unit trusts in SA over the last five years were property funds while, over the last three years, four of the five top performing units trusts were also property funds.
In both cases, a property fund was ranked in first place.
Norbert Sasse, PLSA Chairman and CEO of Growthpoint Properties said: "Apart from the three-year or five-year horizon, the listed property sector has outpaced the All Share Index for six straight months in a row to August."
Over five years, the top-performing unit trust was Prudential Enhanced SA Property Tracker Fund A with cumulative total returns of 121%. The three-year rankings show that Prudential Enhanced SA Property Tracker Fund A again takes the top spot, with cumulative total returns of 67%.
Stanlib Property Income Fund A came in a close second, over both periods, with cumulative returns of 119% and 64%, respectively.
The results showcase the consistently high performance of the listed property sector in both the long and short terms.
PLSA is the representative umbrella body of the property loan stock sector comprised of voluntary members, with the weight of nearly all of the funds within the sector behind it.

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