The portfolio is suitable for investors seeking low cost global exposure to a range of asset classes as part of their overall investment strategy, with capital appreciation as their primary goal and who do not wish to make complex asset allocation decisions between equities, cash and bonds in global markets. Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives.
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.
EAA Fund USD Aggressive Allocation
|Investment Management fee||0.35%|
|Total investment charges||0.53%|