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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
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Balanced Fund
Investor Profile
The portfolio is suitable for investors requiring moderate levels of capital growth who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore. Diversification across asset classes and a maximum equity exposure of 75% helps to reduce risk and volatility relative to a general equity portfolio.
Awards
Best (sa-domiciled) Global Equity General Fund - Raging Bull Awards 2018
Best (sa-domiciled) Global Equity General Fund - Raging Bull Awards 2017
Best (sa-domiciled) Global Equity General Fund - Raging Bull Awards 2016
Investment managers
Truffle Asset Management
Truffle Asset Management is an owner managed business with a rigorous investment process based on bottom-up fundamental research, downside protection and risk management. Truffle Asset Management has a stable team of investment professionals with a vast depth of experience and an excellent long-term track record in managing balanced funds. Truffle Asset Management was established in 2008.
Truffle embeds environmental, social, and governance factors into its investment decision-making process, and supports this by factoring non-financial risks into company valuations. This affords Truffle a holistic view as it seeks to actively engage investee companies on sustainability issues.
Risk profile
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
5 yearsInception date
28 February 2017
Asisa category
(ASISA) South African MA High Equity
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% | 1.27% |
| + | ||
| Fund expenses | 0.05% | |
| Total expense ratio | 1.32% | |
| + | ||
| Fund transacting costs | 0.64% | |
| Total investment charges | 1.96% | |
Price as at View all prices
| Fund price | Market change | Unit count |
|---|---|---|
| 1 697.22 |  0.69% |
- |
Income distribution
| Cents per unit | Latest date | Frequency |
|---|---|---|
| 19.15 | 31 December 2024 | Semi-annually |
Fact sheetResponsible investing
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
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