Select Equity Fund of Funds

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Investor Profile

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.

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

02 January 2008

Asisa category

(ASISA) South African MA Flexible

Benchmark

N/A

Performance (since inception)

Annual fees and charges eac Fees calculator

excl VAT incl VAT
Fund management fee 1.08% 1.24%
+
Fund expenses 0.44%
Total expense ratio 1.68%
+
Fund transacting costs 0.16%
Total investment charges 1.84%

Price as at eac View all prices

Fund price Market change Unit count
2 708.79 0.80% 1 258 286.6548

Income distribution

Cents per unit Latest date Frequency
29.98 04 June 2021 Annually

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