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

5 years

Inception date

02 January 2007

Asisa category

(ASISA) South African MA Flexible

Benchmark

SA Inflation + 6.5%

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	1.30%	1.50%
+
Fund expenses		0.03%
Total expense ratio		1.53%
+
Fund transacting costs		0.14%
Total investment charges		1.67%

Price as at View all prices

Fund price	Market change	Unit count
6 666.19	-0.04%	392 752.0319

Income distribution

Cents per unit	Latest date	Frequency
105.66	31 December 2024	Annually

Downloads

Fact sheet

Income Distribution

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