Metope has extensive experience in managing listed property portfolios for our clients. We offer the careful management of segregated mandates to clients including pension funds, charities, multi-managers and other institutional clients as well as private clients. We work closely with our clients to establish the most appropriate portfolio based on their mandates; with a focus on income generation and long term capital appreciation.
Our distinctive investment philosophy enables us to construct the optimal portfolio based on our clients’ unique objectives and risk profile. We apply our tried and tested investment process to ensure delivery of these goals and aim to provide long term performance in excess of the market.
Our listed property portfolios are suitable for any investor wishing to diversify their wealth into an income-generating asset class that delivers superior long term returns. We can tailor the portfolio to your specific needs, whether that is income, capital growth or a combination of the two.
Annualized performance to 31 May 2024 of our longest running segregated mandate:
| Total Return | 1yr | 2yrs | 3yrs | 5yrs | 10yrs | Inception |
| Portfolio | 20.0% | 8.6% | 11.0% | 0.8% | 4.6% | 15.5% |
|---|---|---|---|---|---|---|
| Benchmark * | 20.3% | 8.4% | 10.7% | 0.2% | 3.0% | 13.6% |
| Alpha | -0.2% | 0.2% | 0.2% | 0.6% | 1.7% | 1.9% |
Please note all returns are gross of management fees.
Fund Inception: 1 April 2014
* The benchmark is the FTSE/JSE SA listed property total return index