The portfolio is suitable for investors seeking global exposure to developed and developing equity markets through an investment solution that is diversified across fund managers, including both active and passive investment strategies. The primary goal is maximum capital appreciation over the long-term and investors should have a high tolerance for short-term market volatility in order to achieve this long-term objective.
Risk Profile
Minimum Investment
Lump Sum
Debit Order
Recommended minimum period
7 years
ASISA Sector
(ASISA) Global EQ General
Inception date
01 March 2021
Benchmark
ASISA Category Average
Past performance is not indicative of future performance and does not predict future returns.
Excluding VAT | Including VAT | ||
---|---|---|---|
Fund management fee | 0.99% | 1.14% | + |
Fund Expenses | 0.21% | ||
Total Expense Ratio | 1.35% | + | |
Fund Transacting Costs | 0.03% | ||
Total investment charges | 1.38% |
Date | Fund price | Market change | Unit count |
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