Core Bond Fund
Investor Profile
The unit trust portfolio is suitable for investors requiring an ongoing high level of income from their investment capital, or who require specific exposure to the South African bond market as part of their overall investment strategy. The portfolio typically displays higher volatility than a money market portfolio, but significantly lower volatility than a general equity or balanced unit trust portfolio.
Investment managers
Taquanta
Taquanta’s Quants team has been an industry leader in delivering successful and innovative quantitative fund management services since 1996. This team is one of the most experienced and stable in the industry and their implementation has a reputation for cost efficiency and low tracking error.
The Quants team at Taquanta manages the Nedgroup Investments Core Accelerated, Core Diversified, Core Guarded and Core Bond Funds.
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
01 October 2000
Asisa category
(ASISA) South African IB Variable Term
Benchmark
FTSE/JSE All Bond Index
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 | 0.35% | 0.40% |
| + | ||
| Fund expenses | 0.02% | |
| Total expense ratio | 0.42% | |
| + | ||
| Fund transacting costs | 0.01% | |
| Total investment charges | 0.43% | |
Price as at View all prices
| Fund price | Market change | Unit count |
|---|---|---|
| 143.89 |  0.24% |
- |
Income distribution
| Cents per unit | Latest date | Frequency |
|---|---|---|
| 3.62 | 31 March 2025 | Quarterly |
Fact sheet
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