-
South African funds
- Nedgroup Investments Balanced Fund
- Nedgroup Investments Opportunity Fund
- Nedgroup Investments Stable Fund
- Nedgroup Investments Core Accelerated Fund
- Nedgroup Investments Core Guarded Fund
- Nedgroup Investments Flexible Income Fund
- Nedgroup Investments Global Equity Feeder Fund
- Nedgroup Investments Money Market Fund
- Nedgroup Investments Global Cautious feeder Fund
- Nedgroup Investments Private Wealth Equity Fund
- Nedgroup Investments Core Diversified Fund
- Nedgroup Investments Global Flexible Feeder Fund
- Nedgroup Investments Core Income Fund including ABIL
- Nedgroup Investments Core Income Fund
- Nedgroup Investments XS Select Guarded Fund of Funds
- Nedgroup Investments Private Wealth Small & Mid Cap Equity
- Nedgroup Investments Core Global Feeder Fund
- Nedgroup Investments Global Emerging Markets Equity Feeder Fund
- Nedgroup Investments Global Property Feeder Fund
- Nedgroup Investments Private Wealth Property Equity Fund
- Nedgroup Investments Corporate Money Market Fund
- Nedgroup Investments Prime Money Market Fund
- Nedgroup Investments XS Guarded Fund of Funds
- Nedgroup Investments XS Diversified Fund of Fund
- Nedgroup Investments XS Accelerated Fund of Fund
- Nedgroup Investments Global Diversified Equity Feeder Fund
- Nedgroup Fund
- featured-fund
- Nedgroup Investments Multi-managed Future Focus Equity Fund
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Balanced MultiFund
Investor Profile
The Balanced MultiFund aims to provide moderate levels of growth with moderate levels of risk and volatility over the medium to longer-term. It is suitable for clients with an investment time horizon of a minimum of 3 years. Investing in the fund involves a risk to capital in order to achieve the desired return.
Sub-Investment manager
/content/dam/NGISingleSiteContent/investmentmanager/nedgroup-investments-(uk)-limited
Investment manager
An Isle of Man based fund manager providing investment management services to assets in excess of $5.0bn. Licensed by the Isle of Man Financial Services Authority.
Risk profile
Risk profile
ISIN
IE00B83TLZ10
SFDR Classification
Article 6ISIN
IE00B9CBCV86
SFDR Classification
Article 6Class
Class C
Class
Class C
Minimum investment
Lump sum: GBP 1 000Minimum investment
Lump sum: USD 1 500Dealing
Notice to deal:
14:00 T-0
Settlement:
Subscriptions: T+3
Redemptions: T+3
Dealing
Notice to deal:
14:00 T-0
Settlement:
Subscriptions: T+3
Redemptions: T+3
Performance indicator
GBP Cash + 1%
Performance indicator
USD Cash + 1%
Performance (since inception)
Past performance is not indicative of future performance and does not predict future returns.
Performance (since inception)
Past performance is not indicative of future performance and does not predict future returns.
Annual fees
| Investment Management fee | 0.50% |
|---|---|
| + | |
| Administration costs | 0.69% |
| On-going charges | 1.19% |
| + | |
| Transaction costs | 0.02% |
| Total investment charges | 1.21% |
Annual fees
| Investment Management fee | 0.50% |
|---|---|
| + | |
| Administration costs | 0.67% |
| On-going charges | 1.17% |
| + | |
| Transaction costs | 0.02% |
| Total investment charges | 1.19% |
Fund price as at View all prices
| Fund price | Price change | Shares in issue |
|---|---|---|
| 15.5258 |  -0.25% |
3 918 837.4611 |
| 13.9856 | -0.07% |
3 919 910.3201 |
Downloads
Fact sheet
Quarterly report
Supplement
Reportable income 2023
Reportable income 2022
Reportable income 2021
Reportable income 2020
PRIIPS KID standard
Downloads
Fact sheet
Quarterly report
Supplement
Reportable income 2023
Reportable income 2022
Reportable income 2021
Reportable income 2020
PRIIPS KID standard
Responsible investing
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
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