Private Wealth Equity Fund
Investment managers
Nedgroup Private Wealth
Nedgroup Private Wealth (Pty) is authorised as a Financial Services Provider under the Financial Advisory and Intermediary Services Act (FSP No. 828).
Risk profile
Low risk
High risk
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 yearsInception date
03 May 2004
Asisa category
(ASISA) South African EQ General
Benchmark
FTSE/JSE Capped SWIX 40 (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 | 0.11% | |
| Total expense ratio | 1.26% | |
| + | ||
| Fund transacting costs | 0.18% | |
| Total investment charges | 1.44% | |
Price as at View all prices
| Fund price | Market change | Unit count |
|---|---|---|
| 8 998.57 |  -0.11% |
654 485.9471 |
Income distribution
| Cents per unit | Latest date | Frequency |
|---|---|---|
| 158.07 | 31 December 2024 | Annually |
Fact sheetResponsible investing
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
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