Nedgroup Investments Global Equity Fund

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Investor profile

The portfolio is suited to investors who wish to actively participate in the returns (and are not averse to the risks) of a portfolio diversified through exposure to offshore equity markets.

Risk profile

Medium to high

 medium to high risk

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

Appropriate term

Minimum 5 to 7 years

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Benchmark

The aim of the portfolio is to outperform the MSCI World Index over a rolling 3-year period

Dealing frequency

Daily

Settlements

Subscriptions:T+2
Redemptions: T+5

Investment manager

Established in 2003, Veritas Asset Management LLP is run with a partnership structure and culture. The company is independently managed and partners and employees are invested alongside clients on the same terms. Veritas has the key investment objective of delivering long term real returns to its clients. The aim is to both protect and grow the purchasing power of clients’ capital over time. This approach is implemented by a global investment team with substantial experience and a proven long-term track record of successfully achieving their targets.

 

Performance*

Nedgroup Investments Global Equity Fund (USD)

Period Performance
1 Year to 28 Feb 2017: 15.25%
3 Years to 28 Feb 2017: 4.84%
5 Years to 28 Feb 2017: 7.76%
7 Years to 28 Feb 2017: 8.49%


Fees (excluding VAT)

Portfolio management fees
Annual
1.5%

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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