Global Cautious Feeder Fund
The Nedgroup Investments Global Cautious Feeder Fund invests solely in a single portfolio of a collective investment scheme operating outside South Africa or assets in liquid form. Currently, the single portfolio is the Nedgroup Investments Global Cautious Fund.
Investment objective
A feeder fund invested in an underlying US dollar denominated low equity multi-asset fund, seeking to provide investors with steady medium to long-term capital growth and income, whilst at the same time controlling the level of downside risk.
Investment philosophy
At least 80% of its assets are outside South Africa
The fund invests in a global portfolio of cash, fixed income and equity, with a maximum equity allocation of up to 40%
Key facts
Risk profile
Medium - High
Minimum investment
Lump sum
R10 000
Debit order
R250
ASISA Sector
Global - Multi Asset - Low Equity
Inception date
29 October 2009
Benchmark
USD SOFR 1-month (+Libor Historic)
Fund managers
Investment Manager
Pyrford International Limited
Pyrford International is a London-based boutique investment manager that was founded in 1987. The company is 100% owned by Columbia Threadneedle Investments but operates independently and retains complete autonomy. Pyrford manages a concentrated suite of global strategies that includes an active global asset allocation strategy, which it has managed since 1994. Pyrford has managed the Global Cautious Fund since 2019.
Performance
- Class B2 ZAR
Benchmark
USD SOFR 1-month (+Libor Historic)
Inflation
Current inflation rate
Cash
Cash investment, e.g. bank account
Cumulative Performance
Past performance is not indicative of future performance and does not predict future returns.
Annualized performance (%)
Past performance is not indicative of future performance and does not predict future returns.
No performance data available for the selected share class, please select another.
Important Note: Under financial services regulations, we are not permitted to provide information about the performance of this class until 12 months after its launch date.
Recommended minimum: 5 years
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Already know what you want? Take control of your financial future with Nedgroup Investments. Whether it’s a unit trust, tax-free investment, or retirement annuity, investing with us on the Nedbank MoneyApp makes it easy to invest for growth. Choose your funds, set your contribution and start investing today.
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Proxy voting
No proxy data available for the fund
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