Contrarian Value Equity Feeder Fund

Investment managers

FPA, null

FPA

FPA is an independently owned asset management company based in Los Angeles, California. The FPA approach seeks to provide, equity-like returns over the long term while avoiding permanent impairment of capital. They seek the broadest possible mandate and invest across different asset classes, capital structures and geographies. They utilise deep research (top down and bottom up) to minimize risk.

FPA was founded in 1953 and have managed the Nedgroup Investments Global Flexible Feeder Fund since June 2013.

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

14 March 2025

Asisa category

(ASISA) Global EQ General

Benchmark

ASISA Category Average

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 1.10% 1.10%
+
Fund expenses 0.10%
Total expense ratio 1.20%
+
Fund transacting costs 0.05%
Total investment charges 1.25%

Price as at eac View all prices

Fund price Market change Unit count
1 002.55 -1.24% 12 451 202.7196

Income distribution

Cents per unit Latest date Frequency
- Annually
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