unit-trust

WHAT IS A RETIREMENT ANNUITY?

A disciplined, long-term savings plan to supplement existing retirement savings

 

benefits

BENEFITS

Adhoc and flexible payment options

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IDEAL INVESTMENT FOR

Saving for retirement in a tax-efficient manner

Voluntary contributions

Attractive tax benefits

No payment of estate duty

 

Long-term compounding to provide an income stream in retirement

Access a wide range of Nedgroup Investment funds

No causal event fees or penalties

Option of staggered retirement

 

Suitable if you are self-employed or not a member of a pension or provident fund

Suitable if you are not receiving contributions from your employer to a pension or provident fund on your behalf

Funds at a glance

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Low risk High risk

Core Income Fund

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Flexible Income Fund

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Core Guarded Fund

Risk profile Low medium

Investment manager

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download Fact sheet

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Stable Fund

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Balanced Fund

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Core Diversified Fund

Risk profile Medium

Investment manager

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download Fact sheet

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Opportunity Fund

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Core Accelerated Fund

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Fund performance as at:

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Low risk High risk
1 year 6.2%
3 years 7.35%
5 years 7.65%
7 years 7.21%
10 years 6.87%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 4.86%
3 years 7.36%
5 years 7.97%
7 years 8%
10 years 8.27%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 1.12%
3 years 3.65%
5 years 4.9%
7 years 6.53%
10 years 8.3%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 6.83%
3 years 5.26%
5 years 5.21%
7 years 6.41%
10 years 8.58%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 1.6%
3 years 3.07%
5 years 3.52%
7 years 7.45%
10 years -
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year -3.08%
3 years 0.62%
5 years 2.91%
7 years 5.66%
10 years 8.67%
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year -7.4%
3 years -1.42%
5 years 2.13%
7 years 5.27%
10 years -
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year -8.19%
3 years -2.15%
5 years -
7 years -
10 years -
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception

Disclaimer

Performance is calculated for the portfolio and individual investment performance may differ as a result of initial fees, the actual investment, the actual investment date, the date of reinvestment and dividend withholding tax. The annualised total return is the average return earned by an investment each year over a given time period.

Fees

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eac Fees calculator
Low risk High risk
Fund name Investment management The annual Investment Management fee is paid by a fund to the fund manager for investment management services Transaction Costs Transaction Costs (TC), expressed as a percentage of the Fund, relate to the costs incurred in buying and selling the underlying assets of the Fund Total investment charges The Total Investment Charges expressed as a percentage of the Fund, relates to all investment costs of the Fund. Both the TER and TC of the Fund are calculated on an annualised basis
Core Income Fund 0.59% 0.00% 0.59%
Flexible Income Fund 0.90% 0.01% 0.91%
Core Guarded Fund 0.63% 0.04% 0.67%
Stable Fund 1.94% 0.01% 1.95%
Balanced Fund 1.60% 0.63% 2.23%
Core Diversified Fund 0.63% 0.09% 0.72%
Opportunity Fund 1.61% 0.21% 1.82%
Core Accelerated Fund 0.68% 0.24% 0.92%

Fund fact sheets

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Low risk High risk
Fund name Quarterly commentary Factsheet
Core Income Fund Download PDF PDF Download PDF PDF
Flexible Income Fund Download PDF PDF Download PDF PDF
Core Guarded Fund Download PDF PDF Download PDF PDF
Stable Fund Download PDF PDF Download PDF PDF
Balanced Fund Download PDF PDF Download PDF PDF
Core Diversified Fund Download PDF PDF Download PDF PDF
Opportunity Fund Download PDF PDF Download PDF PDF
Core Accelerated Fund Download PDF PDF

Fund documents

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Low risk High risk
Fund name Portfolio Income distribution
Core Income Fund Download PDF PDF Download PDF PDF
Flexible Income Fund Download PDF PDF Download PDF PDF
Core Guarded Fund Download PDF PDF
Stable Fund