XS Guarded Fund of Funds
Investor Profile
The portfolio is suitable for investors requiring moderate levels of capital growth who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore. Diversification across asset classes and a maximum equity exposure of 75% helps to reduce risk and volatility relative to a general equity portfolio.
Awards
Best (sa-domiciled) Global Equity General Fund - Raging Bull Awards 2018
Best (sa-domiciled) Global Equity General Fund - Raging Bull Awards 2017
Best (sa-domiciled) Global Equity General Fund - Raging Bull Awards 2016
Investment managers
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
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 yearsInception date
03 January 2006
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 Fees calculator
| excl VAT | incl VAT | |
|---|---|---|
| Fund management fee | 0.85% | 0.98% |
| + | ||
| Fund expenses | 0.01% | |
| Total expense ratio | 0.99% | |
| + | ||
| Fund transacting costs | 0.06% | |
| Total investment charges | 1.05% | |
Price as at View all prices
| Fund price | Market change | Unit count |
|---|---|---|
| 2 702.58 |  0.14% |
6 826 041.5087 |
Income distribution
| Cents per unit | Latest date | Frequency |
|---|---|---|
| 35.56 | 31 March 2025 | Quarterly |
Downloads
Fact sheet
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