Nedgroup Fund

Investment managers

Nedgroup Investment Advisors, null

Nedgroup Investment Advisors

Nedgroup Investments Multi-Manager is a dedicated asset management division within Nedgroup Investments that consists of a diverse team of investment professionals based in Cape Town and London. We specialise in asset allocation and fund manager research and base our investment decisions on fundamentally-driven research.

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

3 years

Inception date

02 January 2007

Asisa category

(ASISA) South African MA Low Equity

Benchmark

SA Inflation + 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	1.15%	1.32%
+
Fund expenses		0.02%
Total expense ratio		1.34%
+
Fund transacting costs		0.06%
Total investment charges		1.40%

Price as at View all prices

Fund price	Market change	Unit count
2 655.02	0.04%	3 509 998.2238

Income distribution

Cents per unit	Latest date	Frequency
33.27	31 March 2025	Quarterly

Downloads

Fact sheet

Income Distribution

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