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Investment manager

Nedgroup Investment Advisors is predominantly focused on managing South African equity portfolios. They have a robust, proven investment process with a market-leading track record dating back to 2004. The cornerstones of their investment process are based on valuation, the assessment of quality and taking a long-term view. The team builds concentrated, but diversified equity portfolios that aim to deliver superior returns over three to five year periods. 

Risk profile

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

Minimum investment

Lump sum: R10 000 Debit order: R500

Recommended minimum period

5 years

Inception date

31 December 2015

Asisa category

(ASISA) South African MA Medium Equity

Benchmark

SA Inflation + 4% Geometric

Performance (since inception)

Past performance is not indicative of future performance and does not predict future returns.

Annual fees and charges

excl VAT incl VAT
Fund management fee 1.19% 1.37%
+
Fund expenses 0.01%
Total expense ratio 1.38%
+
Fund transacting costs 0.12%
Total investment charges 1.50%

Price as at eac View all prices

Fund price Market change Unit count
4 417.27 0.50% 542 601.3576

Income distribution

Cents per unit Latest date Frequency
30.16 30 June 2022 Quarterly