Nedgroup Investments Global Cautious Fund

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Investor profile

The portfolio is suited to investors seeking to achieve a long-term return and who are prepared to accept a degree of volatility.  The fund is suitable as an investment in a well-diversified portfolio.

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.

Appropriate term

Minimum 3 to 5 years

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Benchmark

The portfolio will aim to generate a return above cash as measured by US Dollar one month LIBOR over a rolling 3-year period.

Dealing frequency

Daily

Settlements

Subscriptions:T+2
Redemptions: T+5

Investment manager

Chartwell Investment Partners concluded its acquisition of The Killen Group in the first half of 2016. Chartwell Investment Partners, a wholly-owned subsidiary of TriState Capital Holdings, Inc, is an investment management firm founded in 1997 based in Philadelphia, USA. The Conservative Allocation strategy led by George Cipolloni and Mark Saylor, follow a value-oriented investment philosophy constructing diversified, multi-asset income portfolios of undervalued, well-managed companies with long-term appreciation potential. They have managed the Nedgroup Investments Global Cautious fund since 1 March 2015.

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Performance*

Nedgroup Investments Global Cautious Fund (USD)

Period Performance
1 Year to 31 May 2017: 5.01%
3 Years to 31 May 2017: 3.84%
5 Years to 31 May 2017: 4.30%
7 Years to 31 May 2017: 3.00%


Fees (excluding VAT)

Portfolio management fees
Annual
1.35%

Minimum investment

Investment sum

Lump sum 4000 USD

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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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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Multi-Manager Funds

Our International Multi-Manager range comprises the Growth MultiFund, the Balanced MultiFund and the Income MultiFund managed on a fund-of-fund basis; each is available in US dollars or sterling. Shares in each sub-fund are accumulating, with the Income MultiFund also having a distributing share class. Three fee classes are available, a lower fee class being available to clients with larger amounts of money to invest; a "clean" class is also included.

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