Nedgroup Investment Advisors is predominantly focused on managing South African equity portfolios. They have a robust, proven investment process with a market-leading track record dating back to 2004. The cornerstones of their investment process are based on valuation, the assessment of quality and taking a long-term view. The team builds concentrated, but diversified equity portfolios that aim to deliver superior returns over three to five year periods.
03 May 2004
(ASISA) South African EQ General
FTSE/JSE Capped SWIX 40 (3)
Past performance is not indicative of future performance and does not predict future returns.
|excl VAT||incl VAT|
|Fund management fee||1.00%||1.15%|
|Total expense ratio||1.22%|
|Fund transacting costs||0.22%|
|Total investment charges||1.44%|
|Fund price||Market change||Unit count|
|7 076.33||-0.04%||377 419.9525|
|Cents per unit||Latest date||Frequency|
|106.35||30 December 2022||Annually|
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.