The unit trust portfolio is suitable for investors seeking low cost offshore exposure to developed financial markets as part of their overall investment strategy and who do not wish to make complex asset allocation decisions between equities, cash and bonds in offshore markets. The portfolio is rand-denominated, which provides investors who may have utilised their full individual offshore allowance an opportunity to obtain additional exposure to international markets.
BlackRock is the world’s largest independent asset management firm with over $4.7 trillion in AUM. They have pioneered and led the index fund market since the 1970s and currently manage around $3 trillion in Index funds and ETFs spanning over 650 benchmarks. The Nedgroup Investments Core Global Fund is implemented along BlackRock’s Total Performance Investment Philosophy which consists of constructing a solution that maximises the total return of a portfolio by considering the performance, cost and tax implications of different underlying building blocks.
31 December 2015
(ASISA) Global MA Low Equity
Global Multi Asset High Equity
|excl VAT||incl VAT|
|Fund management fee||0.35%||0.35%|
|Total expense ratio||0.54%|
|Fund transacting costs||0.00%|
|Total investment charges||0.54%|