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Core SA Equity Fund

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Investor Profile

Suitable for investors seeking long-term capital growth. The portfolio follows a market linked rules-based strategy that provides broad market exposure to South African equities in a cost-effective manner. This rules-based methodology determines the share weightings, share capping level, share or sector exclusions and rebalancing frequency. The rules and exclusions will be reviewed periodically to ensure that the fund can achieve its objective.

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

7 years

Inception date

29 March 2023

Asisa category

(ASISA) South African EQ General

Benchmark

ASISA Category Average

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 0.25% 0.29%
+
Fund expenses 0.09%
Total expense ratio 0.38%
+
Fund transacting costs 0.10%
Total investment charges 0.48%

Price as at eac View all prices

Fund price Market change Unit count
954.75 -0.35% -

Income distribution

Cents per unit Latest date Frequency
29.08 29 December 2023 Annually

Downloads

Fact sheet