Funds

Banyan Asset Management (BAM) drives a unique suite of funds that are dynamically managed to ensure growth, stability and future peace of mind

Some of our target clients are:

  • High net worth individuals
  • Corporate entities
  • Pension funds
  • Institutions
  • Family offices/trusts

Please feel free to contact us for more information in regards to any of our products.


Hedge Funds Suite

SOUTH AFRICAN REAL ESTATE INVESTMENT TRUSTS

Real Estate Investment Trusts (“REITS”) are the globally standardised vehicles for the purpose of a collective investment in real estate and real estate related assets. REITS offer investors a very liquid stake in real estate assets, receive special tax consideration, and typically offer substantial dividend yields.

In terms of the South Africa REIT sector, the unique elements of JSE-listed REITS include the following:

  • A REIT must own at least R300million of real estate assets.
  • Maintain a gearing ratio of below 60% of gross asset value.
  • Earn at least 75% of its income from rental or from real estate owned, or investment income from indirect real estate ownership.
  • Have a committee to monitor risks.
  • Not enter into derivative instruments that are not in the ordinary course of business.
  • Distribute at least 75% of its taxable earnings available for distribution to its investors annually.
On meeting the requirements and qualifying as a REIT, the vehicle itself pays no tax on its income, and tax is levied in the hands of the investors.


Fact Sheets

Fund Info

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