This unit trust portfolio is suitable for investors seeking medium to long term offshore exposure to a diversified, multi-asset portfolio of global investments with a focus on fixed income. The portfolio aims to be an alternative to offshore bank deposits. It will, therefore, be focused on controlling the level of downside risk to which investors are exposed, but may experience a degree of volatility in performance. 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.
Chartwell Investment Partners concluded its acquisition of The Killen Group in the first half of 2016. Chartwell Investment Partners, a wholly-owned subsidiary of TriState Capital Holdings, Inc, is an investment management firm founded in 1997 based in Philadelphia, USA. The Conservative Allocation strategy led by George Cipolloni and Mark Saylor, follow a value-oriented investment philosophy constructing diversified, multi-asset income portfolios of undervalued, well-managed companies with long-term appreciation potential. They have managed the Nedgroup Investments Global Cautious fund since 1 March 2015.
19 June 2019
(ASISA) Global EQ General
MSCI All Country World Index NR ZAR
|excl VAT||incl VAT|
|Fund management fee||1.50%||1.50%|
|Total expense ratio||1.67%|
|Fund transacting costs||0.13%|
|Total investment charges||1.80%|