Nedgroup Investments Managed Fund

Invest online now

Investor profile

The unit trust portfolio is suitable for investors requiring moderate capital growth and who do not wish to make complex asset allocation decisions between equities, cash and bonds. Diversification across all asset classes, and a maximum equity exposure of 75%, helps to reduce risk and volatility relative to a general equity portfolio.

Risk profile

Medium

 medium risk

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

Minimum investment

Investment sum

Lump sum R10,000
Debit order R500

ASISA category

South African Multi Asset High Equity

Benchmark

ASISA Category average

Investment manager

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.

22 Jun 2017, Currency: ZAR

Price (cents per unit)
365.5
Total investment charges
2.15%
View all fund prices

Performance*


Following a successful ballot, the Nedgroup Investments Managed Fund’s investment policy was changed to exclude all offshore assets from 1st November 2016. Based on Industry guidance, the Fund’s track record up until 31st October 2016 may no longer be published. Fund returns from 1 November 2016 to 30 April 2017 is 4.43%. The Fund Factsheet as at 31 October 2016 is available at this link for information purposes.

 

 


Fees (excluding VAT)

Portfolio management fees
Annual
1.35%

Inception date

1 November 2003

Income distribution

Latest date

30 Dec 2016

Frequency

Bi-annual

Total cents per unit

4.855955

Multi-Asset funds

Multi-asset funds aim to provide investors with moderate levels of income and capital growth (at moderate levels of capital volatility), by investing in a range of different asset classes. These funds are often appropriate for investors with medium to longer investment horizons.

Download fact sheets Email fact sheets

Core funds

The Nedgroup Investments Core funds are balanced funds which aim to provide low cost exposure to a range of local and global asset classes. You may use these as a low cost core holding or use them to implement your entire strategy.

Download fact sheets Email fact sheets

Equity funds

Equity funds aim to provide investors with high levels of capital growth (at high levels of volatility) by investing in listed equities. These portfolios are often appropriate for investors with longer investment horizons.

Download fact sheets Email fact sheets

Income funds

Income funds aim to provide investors with high levels of income (at low levels of capital volatility), by investing primarily in fixed income asset classes. These funds are often appropriate for investors with shorter investment horizons.

Download fact sheets Email fact sheets

Rand-denominated international funds

If you wish to have exposure to offshore investment opportunities, you may consider the following range of rand-denominated funds that provide this exposure for lower minimum investments and without the hassle of having to apply for foreign exchange approval.

Download fact sheets Email fact sheets

Specialist equity funds

Specialist equity funds invest a specific sector within equities, with the objective of maximising capital growth. Due to their specialist nature, these portfolios will typically display higher volatility than a general equity portfolio. Investors should have a long-term investment horizon.

 

Download fact sheets Email fact sheets

You have been subscribed to our newsletter