Select Balanced Fund of Funds
Investor Profile
The unit trust portfolio is suitable for investors who require high levels of income and capital preservation and provides an attractive alternative to current and savings accounts and may be used to diversify away from equity assets or as a short-term investment for capital. The portfolio typically displays very little volatility.
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: R250Recommended minimum period
5 yearsInception date
03 May 2004
Asisa category
(ASISA) South African MA Medium Equity
Benchmark
SA Inflation + 4%
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 | 1.04% | 1.20% |
| + | ||
| Fund expenses | 0.30% | |
| Total expense ratio | 1.50% | |
| + | ||
| Fund transacting costs | 0.09% | |
| Total investment charges | 1.59% | |
Price as at View all prices
| Fund price | Market change | Unit count |
|---|---|---|
| 5 505.52 |  -0.35% |
9 475 847.3688 |
Income distribution
| Cents per unit | Latest date | Frequency |
|---|---|---|
| 40.11 | 31 March 2025 | Quarterly |
Downloads
Fact sheet
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