Nedgroup Investments Bravata Worldwide Flexible Fund

Invest online now

Investor profile

The unit trust portfolio is suitable for investors looking for a balanced exposure to both domestic and offshore assets, with maximum capital appreciation as their primary goal. The portfolio may be subject to currency fluctuations due to its offshore exposure, but will typically display lower volatility than a general equity unit trust portfolio.

Risk profile

Medium

 medium risk

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

Appropriate term

Minimum 3 to 5 years

  • 0
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7

Minimum investment

Investment sum

Lump sum R10,000
Debit order R500

ASISA category

Worldwide Multi Asset Flexible

Benchmark

Inflation + 5% per annum over rolling 3-year periods

Investment manager

Aylett & Co. is an owner-managed company whose objective is to manage investments in a rational, well informed and independent manner. They seek to buy great businesses that are well managed and trading at a discount to intrinsic value. 

Aylett & Co. was established in 2005 and has managed the Nedgroup Investments Bravata Fund since its inception.

22 Sep 2017, Currency: ZAR

Price (cents per unit)
303.55
Total investment charges
2.05%
View all fund prices

Performance*

Period Performance
1 Year to 31 Aug 2017: -0.01%
3 Years to 31 Aug 2017: 9.41%
5 Years to 31 Aug 2017: 15.23%
7 Years to 31 Aug 2017: 14.76%
10 Years to 31 Aug 2017: 10.35%


Fees (excluding VAT)

Portfolio management fees
Annual
1.50%

Inception date

3 October 2005

Income distribution

Latest date

30 Dec 2016

Frequency

Annual

Total cents per unit

0.2393

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