Catalyst Fund Managers

Q1 2025 || GLOBAL LISTED PROPERTY DASHBOARD It’s safe to say this week has been an eventful one for markets... In times like these, it’s worth revisiting why REITs remain resilient during volatility: ✅ Predictable Revenues – Long-term leases provide stable income and attractive dividend yields ✅ Robust Business Models – High-quality, income-generating assets with low exposure to global trade risks ✅ Secular Demand Drivers – Structural trends that are less sensitive to economic cycles ✅ Tariff-Resistant – REITs aren’t typically reliant on imports/exports ✅ Attractive Valuations – Many REITs are trading at discounts to traditional equities—historically a strong entry point 💡 Want deeper insights, but short on time? 🎥 Our Q&A video with our COO, Bénette Gasson (née van Wyk), CA(SA), and investment analyst, Gugu Ndlangisa, covers the big themes shaping global real estate today, including: ✔️ Trump, Tariffs & Inflation ✔️ Global Listed Property's Resilient Nature ✔️ REITs vs. Equities ✔️ Single-Family Housing Demand ✔️ Deepseek & Data Centers ✔️ Our 2025 Outlook (Time stamp of video: Monday, 7 April 2024) Check out our full Q1 2025 Global Listed Property Dashboard packed with timely analysis and trends: https://lnkd.in/etcsjv3n 📩 Let us know if you'd like to discuss any of these topics further—we’re always happy to chat. #REITs #ListedRealEstate #GlobalMarkets #InvestmentInsights #Inflation #REITinvesting https://lnkd.in/dWYkehhP

At Amplify Investment Partners we are dedicated to fulfilling our clients’ needs by providing them with access to meticulously researched hedge fund strategies, ensuring transparency and trust that align with their financial goals. With this in mind, we are very excited to launch two new long-term partnerships with Marcus Erlank CA(SA), CFA and the team Catalyst Fund Managers as well as Richard Arnesen and the team at AG Capital PTY LTD. Read more about it here on Citywire South Africa https://lnkd.in/dFHf-ieW https://www.amplify.co.za

From all of us at Catalyst Fund Managers, we would like to extend our Eid Mubarak wishes to our wonderful colleagues and valued clients. 🌙✨ May this special occasion bring peace, joy, and prosperity. We're grateful for the incredible partnerships and friendships we've built, and we look forward to continuing our journey together. #EidMubarak #Teamwork #Eid2025

🌙 As the holy month of Ramadan continues, we highlight its significance as a time of fasting, prayer, community and reflection. This year, as part of our ongoing commitment to educating investors, we want to share why global listed real estate is an attractive option for Shariah-compliant portfolios. In this insightful article, Theodore Freysen, CFA, CA(SA), Investment Analyst and Portfolio Manager at Catalyst Fund Managers, explains the growing demand for Shariah-compliant investing and the appeal of global listed real estate as an asset class for Shariah-conscious investors. This market offers exposure to global real estate markets while adhering to the principles of Shariah law. Key takeaways from the article: 🔑 Shariah-compliant investments prohibit activities such as interest (riba), gambling (maysir), and investments in sectors like alcohol, tobacco, and conventional financial services. 🏠 Global listed real estate provides a unique opportunity for investors to diversify and gain access to international real estate markets, while maintaining alignment with Islamic principles. 📊 Compared to direct real estate investments, publicly listed real estate offers greater liquidity, transparency, and diversification, making it a compelling choice for investors. A big thank you to Glacier by Sanlam for publishing this article in their recent Funds on Friday. We are excited to share these valuable insights with you and hope you find them helpful as you plan your investment strategies during this blessed month. #ShariahInvesting #ListedRealEstate #GlobalRealEstate #IslamicFinance #InvestmentOpportunities #CatalystFundManagers #FundsOnFriday

Exciting News! 🌟 We're thrilled to announce that our Catalyst *SCI SA Property Equity Fund has been nominated for the FundHub Industry Performance Award in the SA Real Estate General 10-Year category! 🏆 This prestigious recognition celebrates excellence in the unit trust industry, and the winners will be revealed at the inaugural FundHub Awards on the 3rd of March 2025 in Cape Town. A huge shoutout to the talented team behind our fund 🙌 : Zayd Sulaiman CA SA), Mvula Seroto CA(SA), CFA, Imdaad Nana, Ofentse Tlhabi, CFA and our latest joiner, Bontle Seema. Stay tuned for updates as we countdown to this exciting event! 👏 #FundHubAwards #RealEstateExcellence #Teamwork #AwardsSeason

Beyond Macroeconomics... Why Capex Matters in SA Listed Property Valuations 🏢💡 In this latest Glacier Insights article, Ofentse Tlhabi, CFA, SA Listed Property Investment Analyst at Catalyst Fund Managers, dives into the pivotal role of capital expenditure (Capex) in property valuations. 💰 🌟 While South African Listed Property had a strong 2024, driven by macroeconomic factors (lower inflation, no load shedding, government unity, and a bond re-rating), the spotlight is now on the fundamentals. Investors are shifting focus towards company performance, earnings quality, and property fundamentals. 📊 Ofentse explores how Capex impacts property valuations, asset value, and the risks of overlooking it when assessing financial sustainability. It’s time to look beyond the numbers! 🔍 Check out the full insights 👉 https://lnkd.in/ghfVeWZt #PropertyInvesting #Capex #SouthAfrica #RealEstate #InvestmentInsights #FinancialSustainability #MarketTrends

💡 Why Should Investors Consider Higher Exposure to REITs? 🏢📊 In a recent article by the SA REIT Association (SAREIT), a compelling case is made for why investors should consider a higher allocation to REITs, especially in multi-asset-class portfolios with long-term strategic goals. 📈 The article also addresses common misconceptions about REITs and provides an analytical lens on their potential. Here’s a quick breakdown: 🏠 Local Listed Property: The optimal strategic allocation to local listed property in a Regulation 28-compliant fund is 12.1%. 🌎 Global (US) REITs: A 2024 analysis by Morningstar Associates reveals that the ideal allocation to US REITs varies from 4.2% to 20.0% based on an investor’s life stage. ~ For those with a 45-25 year time horizon, the optimal allocation is 20%. ~ As retirement approaches, this allocation gradually decreases to 11% at retirement and 4.2% for investors 15 years into retirement. What are your thoughts on the growing appeal of REITs in long-term portfolios? 🤔💭 #Investing #REITs #RealEstate #PortfolioDiversification #InvestmentStrategy

🚀 Q4 2024 Alts Dashboard: A Deep Dive into Listed Property Hedge Funds 🚀 Investors, here’s what you can expect from our Q4 2024 Alts Dashboard: 🌟 Alpha Prescient QI Hedge Fund Highlights: The fund delivered a total return of 14.70% after fees for the calendar year 2024. The fund aims to deliver returns ahead of its benchmark, through the cycle, at a lower standard deviation than the underlying constituent indices. The fund has been successful on delivering its mandate. In volatile markets, it is important to refer to longer-term performance figures. Over 5 years, the fund has delivered an annualised return of 11.43%, versus its benchmark of 6.13% and the ALPI which returned 4.73% per annum. The fund delivered these returns at significantly lower volatility (13.91%) than the ALPI (27.54%), thus maximising the Sharpe ratio. 🔑 What’s in Store for You in Our Latest Q&A Video? In just 13 minutes, Bénette Gasson (née van Wyk), CA(SA), COO, and Marcus Erlank CA(SA), CFA, Alts Portfolio Manager and Director, dive into: - Catalyst Alpha Fund Performance: What worked and what didn’t in 2024? - South African Listed Property: A closer look at Q4 2024 performance & future outlook - Global Market Insights: How are we positioned in offshore markets, especially the US? - Retail Investor Fund (RIF): Exciting developments ahead with the February 2025 launch! Don't miss out—watch the video and get the full breakdown of the latest performance and strategies. 📊 Check out our full Q4 2024 Alternative Listed Property Dashboard: https://lnkd.in/etcsjv3n #InvestmentInsights #HedgeFunds #ListedProperty #Q42024

Q4 2024 Global Listed Property Dashboard 📊 Navigating Risks and Seizing Opportunities 🌍 The global listed real estate market is at a crossroads, with inflation, interest rate volatility, and shifting demand trends creating both challenges and opportunities. Yet, despite these complexities, the sector’s strong fundamentals remain a beacon for long-term growth. 🔑 Looking ahead to 2025, the real estate market's success will depend on its ability to balance short-term volatility with emerging trends—technological advancements, demographic shifts, and evolving tenant needs. With a 4.5% forward dividend yield and an anticipated 5.8% growth in cash earnings, the future looks promising. 📈 In our Q&A video, Bénette Gasson (née van Wyk), CA(SA), COO, and Lance Bezuidenhout, CFA, Investment Analyst and Portfolio Manager, dive into the key topics shaping the global listed property market... ✅ 2024 U.S. Election Impact: How do President Trump's policies shape the real estate landscape? ✅ Regional Performance: Why did the U.S. outperform Canada in Q4 2024? ✅ Data Center Sector: What’s driving the strength of data centers, and what’s the 2025 outlook? ✅ Apartment Market Resilience: Why is the apartment sector holding strong despite challenges? ✅ SFR & MH Markets: How are Single-Family Rentals and Manufactured Housing performing? ✅ Wildfires & Insurance Costs: What’s the effect on REITs and insurance? ✅ 2025 Real Estate Outlook: Key takeaways for the global market heading into the new year. 🔗 Watch the full Q&A, and explore the dashboard in detail here: https://lnkd.in/etcsjv3n #RealEstate #GlobalProperty #InvestmentInsights #2025Outlook #REITs #ListedProperty

🏚️ H2 2024 Local Listed Property Dashboard 🏚️ 🚀 South African listed property continues to shine as the top-performing asset class for the second consecutive year! In 2024, the FTSE/JSE All Property Index (ALPI) surged by an impressive 29.8%. We’re thrilled to share the latest insights in our H2 2024 Local Listed Property Dashboard. In a quick 9-minute Q&A video, Bénette Gasson (née van Wyk), CA(SA) (COO) and Imdaad Nana (SA Listed Property Portfolio Manager) dive into: 📊 Key drivers of South African listed property performance in 2024 💡 Are earnings aligned with the market recovery? 📈 Growth outlook for 2025 – earnings & distribution projections 📉 Impact of JSE index changes: SAPY to ALPI transition 🏚️ Understanding the discount to NAV and its potential impact 🔮 What’s the 2025 outlook for investors? Click the link to watch the full video for detailed insights... For more information, refer to the H2 2024 SA Dashboard: https://lnkd.in/etcsjv3n #SouthAfrica #PropertyInvestment #ListedProperty #2025Outlook #InvestmentStrategy