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Core Diversified Fund
Core Diversified Fund
The portfolio is suitable for investors requiring moderate capital growth and aims to provide low cost exposure to a range of local and global asset classes. The portfolio complies with Regulation 28 of the South African Pension Funds Act.
Risk Profile
Medium
Minimum Investment
Lump Sum
R10 000*
Debit Order
R250*
The R250 minimum is only for UT and TFI products. The minimum for products such as retirement annuity, endowments, pension preservations and provident preservations is R500.Recommended minimum period
5 years
ASISA Sector
(ASISA) South African MA High Equity
Inception date
28 August 2009
Benchmark
ASISA Category Average
Investment Manager
Taquanta
Taquanta’s Quants team has been an industry leader in delivering successful and innovative quantitative fund management services since 1996. This team is one of the most experienced and stable in the industry and their implementation has a reputation for cost efficiency and low tracking error.
The Quants team at Taquanta manages the Nedgroup Investments Core Accelerated, Core Diversified, Core Guarded and Core Bond Funds.
Performance
Past performance is not indicative of future performance and does not predict future returns.
- Return
- ASISA Category Average
- Cash
- Inflation
Annual fees and charges
Investment charges
| Excluding VAT | Including VAT | ||
|---|---|---|---|
| Fund management fee | 0.35% | 0.40% | + |
| Fund Expenses | 0.05% | ||
| Total Expense Ratio | 0.45% | + | |
| Fund Transacting Costs | 0.02% | ||
| Total investment charges | 0.47% | ||
Price
Market change
Fund price
| Date | Fund price | Market change | Unit count |
|---|
Income Distribution
Cents per unit
Latest date
Frequency
Responsible Investing
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
Learn more about our investment strategy
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