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Global Equity Feeder Fund

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Investor Profile

The unit trust portfolio is suitable for investors seeking offshore exposure to developed financial markets as part of their overall investment strategy, with maximum capital appreciation as their primary goal. Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives. The portfolio is rand-denominated, which provides investors who may have utilised their full individual offshore allowance an opportunity to obtain additional exposure to international markets.

Investment manager

Veritas is an independent asset management company based in the UK and was established in 2003.  The key investment objective is to deliver long term real returns for clients and their philosophy combines a global thematic approach with a fundamental research process.  They construct unconstrained high-conviction portfolios of shares in the best quality companies.

Nedgroup Investments began their partnership with Veritas on the Global Equity Fund in 2010.

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

01 October 2001

Asisa category

(ASISA) Global 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 1.50% 1.50%
+
Fund expenses 0.08%
Total expense ratio 1.58%
+
Fund transacting costs 0.04%
Total investment charges 1.62%

Price as at eac View all prices

Fund price Market change Unit count
1 808.19 0.68% 52 572 221.5291

Income distribution

Cents per unit Latest date Frequency
0.00 29 December 2023 Annually