The investment objective of the XS Select Equity Fund of Funds is to seek to secure, in real terms, the steady growth of capital. The portfolio is suitable for investors seeking exposure to the domestic and foreign equity markets with capital appreciation as the primary goal over the long term. The solution achieves its objective through investment in a diversified combination of four South African equity funds in equal weights.
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.
02 January 2008
(ASISA) South African MA Flexible
|excl VAT||incl VAT|
|Fund management fee||1.08%||1.24%|
|Total expense ratio||1.68%|
|Fund transacting costs||0.16%|
|Total investment charges||1.84%|