Nedgroup Investments Core Guarded Fund

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Investor profile

The portfolio is suitable for conservative investors requiring a reasonable level of capital protection, with the potential for capital growth through a low exposure to equity markets relative to the average prudential portfolio and aims to provide low cost exposure to a range of local and global asset classes. The portfolio complies with Regulation 28 of the South African Pension Funds Act.

 

Risk profile

Low to medium

 medium to low 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 Low Equity

Benchmark

Inflation +3% pa over rolling 3-year periods

Investment manager

Taquanta’s Quants team has been an industry leader in delivering successful and innovative quantitative fund management services since 1996. This team is one of the most experienced and stable in the industry and their implementation has a reputation for cost efficiency and low tracking error.

The Quants team at Taquanta manages the Nedgroup Investments Core Accelerated, Core Diversified, Core Guarded and Core Bond Funds.

22 Sep 2017, Currency: ZAR

Price (cents per unit)
1536.54
Total investment charges
0.52%
View all fund prices

Performance*

Period Performance
1 Year to 31 Aug 2017: 5.02%
3 Years to 31 Aug 2017: 7.54%
5 Years to 31 Aug 2017: 9.77%
7 Years to 31 Aug 2017: 10.67%


Fees (excluding VAT)

Portfolio management fees
Annual
0.35%

Inception date

29 January 2010

Income distribution

Latest date

30 Jun 2017

Frequency

Quarterly

Total cents per unit

18.84

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.

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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.

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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.

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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.

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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.

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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.

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