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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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Private Wealth Equity Fund
Investor Profile
The unit trust portfolio is suitable for investors seeking exposure to the domestic equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a tolerance for short-term market volatility in order to achieve long-term objectives.
Investment managers
Nedgroup Private Wealth
Nedgroup Private Wealth (Pty) is authorised as a Financial Services Provider under the Financial Advisory and Intermediary Services Act (FSP No. 828).
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
7 yearsInception date
03 May 2004
Asisa category
(ASISA) South African EQ General
Benchmark
FTSE/JSE Capped SWIX 40 (3)
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 | 1.00% | 1.15% |
| + | ||
| Fund expenses | 0.11% | |
| Total expense ratio | 1.26% | |
| + | ||
| Fund transacting costs | 0.18% | |
| Total investment charges | 1.44% | |
Price as at View all prices
| Fund price | Market change | Unit count |
|---|---|---|
| 8 998.57 |  -0.11% |
654 485.9471 |
Income distribution
| Cents per unit | Latest date | Frequency |
|---|---|---|
| 158.07 | 31 December 2024 | Annually |
Fact sheetResponsible investing
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
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