The portfolio is suitable for investors requiring moderate levels of capital growth who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore. Diversification across asset classes and a maximum equity exposure of 75% helps to reduce risk and volatility relative to a general equity portfolio.
Best (sa-domiciled) Global Equity General Fund - Raging Bull Awards 2018
Best (sa-domiciled) Global Equity General Fund - Raging Bull Awards 2017
Best (sa-domiciled) Global Equity General Fund - Raging Bull Awards 2016
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.
03 January 2006
SA Inflation + 3% Geometric
|excl VAT||incl VAT|
|Fund management fee||0.85%||0.98%|
|Total expense ratio||1.01%|
|Fund transacting costs||0.07%|
|Total investment charges||1.08%|