Nedgroup Investments Stable Fund

Invest online now

Investor profile

The unit trust portfolio is suitable for conservative investors requiring a high level of capital protection, with the potential for capital growth and who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore. Diversification across all asset classes and a maximum equity exposure of 40% helps to reduce risk and volatility relative to an average prudential 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.

Minimum investment

Investment sum

Lump sum R10,000
Debit order R500

ASISA category

South African Multi Asset Low Equity

Benchmark

Inflation + 4% per annum over rolling 3-year periods

Investment manager

Foord is a privately owned, independent asset management company with offices in South Africa and Singapore. Their investment philosophy and associated process focuses on the preservation of capital and the understanding and management of risk. They have developed a track record of producing consistent, inflation-beating long-term returns using a combination of sound asset allocation and stock selection. 

Foord Asset Management was founded in 1981 and has one of the longest track records in South Africa. They have managed the Nedgroup Investments Value Fund since 2004 and the Nedgroup Investments Stable Fund since its inception in 2007.

17 Nov 2017, Currency: ZAR

Price (cents per unit)
181.78
Total investment charges
1.98%
View all fund prices

Performance*

Period Performance
1 Year to 31 Oct 2017: 10.30%
3 Years to 31 Oct 2017: 7.30%
5 Years to 31 Oct 2017: 9.00%
7 Years to 31 Oct 2017: 10.00%
10 Years to 31 Oct 2017: 9.67%


Fees (excluding VAT)

Portfolio management fees
Annual
1.35%

Inception date

1 November 2007

Income distribution

Latest date

30 Jun 2017

Frequency

Bi-annual

Total cents per unit

2.401473

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