Select Global Equity Fund of Funds

Add to your portfolio

Investor Profile

The portfolio is suitable for investors seeking global exposure to developed and developing equity markets through an investment solution that is diversified across fund managers, including both active and passive investment strategies. The primary goal is maximum capital appreciation over the long-term and investors should have a high tolerance for short-term market volatility in order to achieve this long-term objective.

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 - 7 years

Inception date

01 March 2021

Asisa category

-

Benchmark

-

Performance (since inception)

Annual fees and charges eac Fees calculator

excl VAT incl VAT
Fund management fee - -
+
Fund expenses -
Total expense ratio -
+
Fund transacting costs -
Total investment charges -

Price as at eac View all prices

Fund price Market change Unit count
959.98 0.40% -

Income distribution

Cents per unit Latest date Frequency
- Semi-annually

Downloads

Fact sheet