Home » Financial planners » Nedgroup Investments Optimal Income Fund
The primary investment objective of the unit trust portfolio is to seek to generate returns that exceed cash deposits on an after-tax basis, ie returns similar to those available from a bank, but in a far more tax efficient manner through the generation of dividends, capital gains and interest income.
The unit trust portfolio is suitable for investors with a low tolerance for capital loss, who are high marginal taxpayers and who require a return in excess of money market rates after tax and costs. The portfolio typically displays higher volatility than a money market unit trust portfolio.
Domestic - Asset Allocation - Targeted Absolute & Real Return
STeFI Call Rate after income tax (40%)
Low
Minimum 12 months
31 March, 30 June, 30 September, 31 December
2 May 2002
Lump sum R10,000 / Monthly debit order R500
Initial fee: 0%
Financial planning fee: max 1.14%
Annual portfolio management fee (A): 0.80%
Annual portfolio management fee (A1): 0.57%
| 1 year to 31 Dec 2011: | 4.5% pa |
| 3 years to 31 Dec 2011: | 8.4% pa |
| 5 years to 31 Dec 2011: | 7.1% pa |
| 7 years to 31 Dec 2011: | 7.0% pa |
| 10 years to 31 Dec 2011: | - |
| Class: R | | | Price: - |
| Class: A | | | Price: 145.54 |
| Class: A1 | | | Price: - |
| Class: B | | | Price: - |