The portfolio is suitable for investors requiring high (equity-like) capital growth and aims to provide low cost exposure to a range of local and global asset classes.
The fund has a higher allocation to equities and listed property (around 90% of the fund) when compared to a typical balanced portfolio.
Taquanta’s Quants team has been an industry leader in delivering successful and innovative quantitative fund management services since 1996. This team is one of the most experienced and stable in the industry and their implementation has a reputation for cost efficiency and low tracking error.
The Quants team at Taquanta manages the Nedgroup Investments Core Accelerated, Core Diversified, Core Guarded and Core Bond Funds.
|Excluding VAT||Including VAT|
|Fund management fee||0.50%||0.58%||+|
|Total Expense Ratio||0.65%||+|
|Fund Transacting Costs||0.18%|
|Total investment charges||0.83%|