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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
- Responsible investing
- Global funds
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Stable Fund
Stable Fund
The unit trust portfolio is suitable for conservative investors requiring a high level of capital protection, with the potential for capital growth and who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore. Diversification across all asset classes and a maximum equity exposure of 40% helps to reduce risk and volatility relative to an average prudential portfolio.
Risk Profile
Low medium
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 years
ASISA Sector
(ASISA) South African MA Low Equity
Inception date
30 June 2011
Benchmark
SA Inflation + 4%
Investment Manager
Foord Asset Management
Foord is a privately owned, independent asset management company with offices in South Africa and Singapore. Their investment philosophy and associated process focuses on the preservation of capital and the understanding and management of risk. They have developed a track record of producing consistent, inflation-beating long-term returns using a combination of sound asset allocation and stock selection.
Foord Asset Management was founded in 1981 and has one of the longest track records in South Africa. They have managed the Nedgroup Investments Stable Fund since its inception in 2007.
Foord places significant emphasis on the integration of ESG factors into their investment decisions, which is further supported by the degree to which it engages with investee companies. Foord’s broad participation in the responsible investing space is supported by an annual Stewardship Report and extensive CSI initiatives.
Performance
Past performance is not indicative of future performance and does not predict future returns.
- Return
- SA Inflation + 4%
- Cash
- Inflation
Annual fees and charges
Investment charges
| Excluding VAT | Including VAT | ||
|---|---|---|---|
| Fund management fee | 0.95% | 1.09% | + |
| Fund Expenses | 0.41% | ||
| Total Expense Ratio | 1.50% | + | |
| Fund Transacting Costs | 0.02% | ||
| Total investment charges | 1.52% | ||
Price
Market change
Fund price
| Date | Fund price | Market change | Unit count |
|---|
Income Distribution
Cents per unit
Latest date
Frequency
Responsible Investing
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
Learn more about our investment strategy
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