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Balanced Fund
The Nedgroup Investments Balanced Fund is a Regulation 28 compliant multi-asset class portfolio. The fund primarily equities, bonds, cash and listed property, in South Africa and offshore.
Reasons to invest
Agile investment approach to asset allocation and security selection through rapid implementation of ideas across market conditions | Risk-aware with a focus on risk management and capital protection to ensure steady returns at optimal levels of risk | Depth of experience with a team of portfolio managers each with over 25 years of investment experience, having delivered excellent long-term returns through multiple market cycles
Specific fund risks
Equity and property investments are volatile by nature and subject to potential capital loss | Fixed income instruments, including corporate and government bonds, may experience capital loss in the event that an issuer defaults on their interest or principal payments | The portfolio may be subject to currency fluctuations due to its international exposure
Suitable for
The Balanced Fund is suitable for investors whose primary goal is long-term capital appreciation while minimising risk and those looking for balanced exposure to both domestic and offshore assets. This fund is managed in accordance with Regulation 28 and suitable for retirement portfolios
Proxy voting
- 2024
- 2022
- 2021
- 2020
- 2019
- 2018
| Declaration date | Local dividend | Foreign dividend | Local interest | Foreign interest | Other local | Other foreign | Total (Cents per unit) | Declaration date | Local interest | Total (Cents per unit) |
|---|
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An Active manager has had at least 9 opportunities to make double the return of a passive alternative.
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