Nedgroup Investments Core Income Fund Including ABIL

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Investor profile

The portfolio aims to preserve capital, but provide returns in excess of that offered by a traditional money market portfolio. The mandate is, however, more flexible and the average portfolio duration will be longer than that of traditional money market portfolios.

The fund is a composite of the normal Core Income portfolio with the ABIL retention fund that holds illiquid ABIL instruments.

Risk profile

Low

 low risk

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

ASISA category

South African Interest Bearing Short Term

Investment manager

Taquanta has been an industry leader in delivering successful and innovative quantitative fund management services for the past 15 years. The Quants 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 team at Taquanta manages the Nedgroup Investments Core Diversified, Core Guarded, Money Market, Core Income and Core Bond Funds.

Fees (excluding VAT)

Portfolio management fees
Annual
0.5%
*This data relates to the Core Income fund. The ABIL Retention fund does not charge any fees

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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