$69.77m @ 31/08/21
$/€/£ 10 000
The investment opportunity
The Reitway Global Property Fund, which has been approved by both the South African Financial Services Authority and the Malta Financial Services Authority, offers a seamless exposure to a portfolio of distribution-producing global real estate securities.
While the securities are largely located in the developed markets of North America, Europe, Australia and Asia, the fund does not exclude exposure to developing economies where compelling investment opportunities present themselves.
The fund’s primary objective is to generate high current income, however investors will reap the inherent benefits of capital appreciation that come with real estate assets. The fund may be invested in global real estate securities and property-related securities. The fund’s property exposure will always exceed 75%.
Experienced investor requirements
An investor in the fund needs to display a required level of investment experience. The investor must:
- have worked as a professional in the financial sector for at least one year; or
- have reasonable experience in the acquisition and disposal of funds of a similar nature, risk profile, or exposure to property; or
- have carried out investment transactions of a defined size and frequency*
*A guideline to the meaning of "defined size and frequency" is a person with sufficient investment experience and knowledge to weigh the risks and merits of an investment opportunity, who within the past 2 years carried out transactions amounting to at least EUR 50 000 at an average frequency of 3 per quarter.
Only applications that comply with the experienced investor requirements will be considered. Click here to read the full disclaimer:
The fund is the essence of diversification and liquid global real estate securities and offers:
- Attractive yields
- Geographic, sector and currency diversification
- Long-term capital appreciation
- Moderate volatility
UK Reporting Fund Status
The Fund has been approved by the HMRC and as a result it has UK Reporting Fund Status for Offshore Funds. This status results in a significant reduction in a UK Investors tax bill on investment gains - these can be reduced from 45% to 20%.
Platform / LISP availability
- Momentum Wealth International
- VP Bank
No performance fees
26 February 2018
Global – Real Estate - General
GPR 250 REIT NET TR Index
Minimum investment size:
**Minumum must be delivered to fund.
**Investor must account for their bank charges.
Annual management fee:
Class B1: REGPPB1:MV
Class C1: REGPPC1:MV
Class D1: REGPPD1:MV
Tickers for all additional classes can be found here
|Total Expense Ratio:
UK Reporting Fund Status: