The portfolio will seek a degree of income and real capital growth objectives through a blended allocation to risky assets and income yielding assets.
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 May 2004
(ASISA) South African MA Low Equity
SA Inflation + 3% Geometric
|excl VAT||incl VAT|
|Fund management fee||1.00%||1.15%|
|Total expense ratio||1.75%|
|Fund transacting costs||0.09%|
|Total investment charges||1.84%|