Your portfolio

Your cart is empty. Go to All funds.

Select Global Equity Fund of Funds

Add to your portfolio

Investor Profile

The portfolio is suitable for investors seeking global exposure to developed and developing equity markets through an investment solution that is diversified across fund managers, including both active and passive investment strategies. The primary goal is maximum capital appreciation over the long-term and investors should have a high tolerance for short-term market volatility in order to achieve this long-term objective.

Investment managers

Nedgroup Investment Advisors, null

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

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* 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

7 years

Inception date

01 March 2021

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 0.99% 1.14%
+
Fund expenses 0.21%
Total expense ratio 1.35%
+
Fund transacting costs 0.03%
Total investment charges 1.38%

Price as at eac View all prices

Fund price Market change Unit count
1 460.74 -0.18% 5 540 906.7664

Income distribution

Cents per unit Latest date Frequency
0.00 31 December 2024 Annually