Select Defensive Fund of Funds
Investor Profile
The portfolio will seek a degree of income and real capital growth objectives through a blended allocation to risky assets and income yielding assets.
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 May 2004
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 | 1.00% | 1.15% |
| + | ||
| Fund expenses | 0.16% | |
| Total expense ratio | 1.31% | |
| + | ||
| Fund transacting costs | 0.04% | |
| Total investment charges | 1.35% | |
Price as at View all prices
| Fund price | Market change | Unit count |
|---|---|---|
| 3 862.61 |  0.14% |
64 330 831.2923 |
Income distribution
| Cents per unit | Latest date | Frequency |
|---|---|---|
| 47.71 | 31 March 2025 | Quarterly |
Fact sheet
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