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Core Bond Fund

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Investor Profile

The unit trust portfolio is suitable for investors requiring an ongoing high level of income from their investment capital, or who require specific exposure to the South African bond market as part of their overall investment strategy. The portfolio typically displays higher volatility than a money market portfolio, but significantly lower volatility than a general equity or balanced unit trust portfolio.

Investment manager

Taquanta’s Quants team has been an industry leader in delivering successful and innovative quantitative fund management services since 1996. This team is one of the most experienced and stable in the industry and their implementation has a reputation for cost efficiency and low tracking error.

The Quants team at Taquanta manages the Nedgroup Investments Core Accelerated, Core Diversified, Core Guarded and Core Bond Funds.

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

Recommended minimum period

3 years

Inception date

01 October 2000

Asisa category

(ASISA) South African IB Variable Term


FTSE/JSE All Bond Index

Performance (since inception)

Past performance is not indicative of future performance and does not predict future returns.

Annual fees and charges eac Fees calculator

excl VAT incl VAT
Fund management fee 0.35% 0.40%
Fund expenses 0.02%
Total expense ratio 0.42%
Fund transacting costs 0.01%
Total investment charges 0.43%

Price as at eac View all prices

Fund price Market change Unit count
135.14 -0.06% -

Income distribution

Cents per unit Latest date Frequency
3.71 29 December 2023 Quarterly