Nedgroup Fund

Investment managers

Nedgroup Private Wealth, null

Nedgroup Private Wealth

Nedgroup Private Wealth (Pty) is authorised as a Financial Services Provider under the Financial Advisory and Intermediary Services Act (FSP No. 828).

Risk profile

Low risk High risk

The greater the amount of risk an investor is willing to take on the greater the potential return

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

7 years

Inception date

02 January 2015

Asisa category

(ASISA) South African EQ General

Benchmark

FTSE/JSE Capped SWIX 40 (3)

Performance (since inception)

Past performance is not indicative of future performance and does not predict future returns.

Annual fees and charges

	excl VAT	incl VAT
Fund management fee	0.95%	1.09%
+
Fund expenses		0.11%
Total expense ratio		1.20%
+
Fund transacting costs		0.18%
Total investment charges		1.38%

Price as at View all prices

Fund price	Market change	Unit count
8 991.70	-0.11%	22 282.4895

Income distribution

Cents per unit	Latest date	Frequency
162.62	31 December 2024	Annually

Downloads

Income Distribution

Quarterly report

Responsible investing

Susttainable investing

Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.

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