The portfolio is suitable for conservative investors requiring a reasonable level of capital protection, with the potential for capital growth through a low exposure to equity markets relative to the average prudential portfolio and aims to provide low cost exposure to a range of local and global asset classes. The portfolio complies with Regulation 28 of the South African Pension Funds Act.
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.
27 January 2010
(ASISA) South African MA Low Equity
SA Inflation + 3% Geometric
|excl VAT||incl VAT|
|Fund management fee||0.35%||0.40%|
|Total expense ratio||0.46%|
|Fund transacting costs||0.04%|
|Total investment charges||0.50%|