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Opportunity Fund

Awards

2016 - Morningstar - Best Moderate Allocation Fund

2016 - Raging Bull - Best SA Multi-Asset Medium-Equity Fund

2016 - Raging Bull - Best SA Multi-Asset Medium-Equity Fund on a risk adjusted basis

Investment managers

Abax Investments, Abax Investments is an owner-managed company that focuses exclusively on investment management. Abax aims to construct diversified portfolios which have the ability to generate performance in a range of market conditions. They are characterised by a small and focused team of experienced investment professionals, with varied expertise in stock selection, fixed interest and asset allocation.Abax Investments was established in 2003 and manages the Nedgroup Investments Rainmaker, Entrepreneur, Opportunity and Flexible Income Funds.

Abax Investments

Abax Investments is an owner-managed company that focuses exclusively on investment management. Abax aims to construct diversified portfolios which have the ability to generate performance in a range of market conditions. They are characterised by a small and focused team of experienced investment professionals, with varied expertise in stock selection, fixed interest and asset allocation. Abax Investments was established in 2003 and manages the Nedgroup Investments Rainmaker, Entrepreneur, Opportunity and Flexible Income Funds. 

Abax incorporates ESG factors into their investment process, enabling them to evaluate companies through a sustainability lens. Behind this process is a team committed to the advancement of responsible investment in South Africa, as evidenced by their 100% voting participation at company AGMs and championing of shareholder rights. Most noteworthy is the degree and depth at which Abax engages with investee companies.

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

5 years

Inception date

11 August 1999

Asisa category

(ASISA) South African MA Medium Equity

Benchmark

-

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 1.35% 1.55%
+
Fund expenses 0.06%
Total expense ratio 1.61%
+
Fund transacting costs 0.31%
Total investment charges 1.92%

Price as at eac View all prices

Fund price Market change Unit count
6 349.50 0.00% 0.0000

Income distribution

Cents per unit Latest date Frequency
193.57 30 June 2023 Semi-annually

Downloads

Income Distribution Quarterly report

Responsible investing

Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.

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