Global Equity Feeder Fund

Investment managers

Veritas Asset Management, null

Veritas Asset Management

Veritas is an independent asset management company based in the UK and was established in 2003.  The key investment objective is to deliver long term real returns for clients and their philosophy combines a global thematic approach with a fundamental research process.  They construct unconstrained high-conviction portfolios of shares in the best quality companies.

Nedgroup Investments began their partnership with Veritas on the Global Equity Fund in 2010.

Risk profile

Low risk High risk
The greater the amount of risk an investor is willing to take on the greater the potential return

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 years

Inception date

31 December 2012

Asisa category

(ASISA) Global EQ General

Benchmark

ASISA Category Average

Performance (since inception)

Past performance is not indicative of future performance and does not predict future returns.

Annual fees and charges

excl VAT incl VAT
Fund management fee 1.10% 1.10%
+
Fund expenses 0.08%
Total expense ratio 1.18%
+
Fund transacting costs 0.04%
Total investment charges 1.22%

Price as at eac View all prices

Fund price Market change Unit count
1 830.27 0.28% -

Income distribution

Cents per unit Latest date Frequency
7.15 31 December 2024 Annually

Downloads

Fact sheet