Nedgroup Investments Balanced MultiFund

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Investor profile

The Balanced MultiFund aims to provide moderate levels of growth with moderate levels of risk and volatility over the medium to longer-term.  It is suitable for clients with an investment time horizon of 3 to 5 years.  Investing in the fund involves a risk to capital in order to achieve the desired return.

Risk profile

Medium

 medium risk

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

Peer group

50/50 average of the Morningstar Moderate Allocation USD and Morningstar Cautious Allocation USD

Benchmark

To achieve 3 month LIBID (London Inter-Bank Bid rate) plus 1% - 3% in the currency of the relevant Class over a rolling 3 to 5 year period.

Settlements

Subscriptions:T+2
Redemptions:T+5

Dealing frequency

Daily.

Notice period for subscriptions and redemptions is 12 noon (Irish time) one day prior to dealing.

Who should invest?

The Balanced MultiFund is suited to those investors seeking medium to long-term growth potential from a balanced portfolio of varied asset classes.

Investment manager

An Isle of Man based fund manager providing investment management services to assets in excess of $2.5bn. Licensed by the Isle of Man Financial Services Authority.  

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Performance*

Nedgroup Investments Balanced MultiFund (USD)

Period Performance
1 Year to 28 Apr 2017: 6.38%
3 Years to 28 Apr 2017: 2.12%
5 Years to 28 Apr 2017: 3.29%


Fees (excluding VAT)

Portfolio management fees
Annual
0.50%

Inception date

19 August 2011

Income distribution

Latest date

None – accumulation only

Minimum investment

Investment sum

Lump sum 1500 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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