Risk profile
Medium to high
The greater the amount of risk an investor is willing to take on the greater the potential return.
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.
Medium to high
The greater the amount of risk an investor is willing to take on the greater the potential return.
Minimum 3 to 5 years
Lump sum R10,000Debit order R500
Global Multi Asset High Equity
Global Multi Asset High Equity Unit Trust Mean
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.
| Price (cents per unit) |
|---|
|
|
| Total investment charges |
|---|
|
0.66%
|
| Period | Performance |
|---|---|
| 1 Year to 28 Feb 2019: | 17.20% |
| 3 Years to 28 Feb 2019: | 3.50% |
* The above mentioned performance figures must be read alongside the relevant fact sheet.
Returns longer than a year are annualised.
Data source: © 2017 Morningstar Inc. All rights reserved.
| Annual |
|---|
| 0.35% |
* Effective annual management fee including both local and international
4 January 2016
31 Dec 2018
Annual
0
Multi-asset funds aim to provide investors with moderate levels of income and capital growth (at moderate levels of capital volatility), by investing in a range of different asset classes. These funds are often appropriate for investors with medium to longer investment horizons.
The Nedgroup Investments Core funds are balanced funds which aim to provide low cost exposure to a range of local and global asset classes. You may use these as a low cost core holding or use them to implement your entire strategy.
Equity funds aim to provide investors with high levels of capital growth (at high levels of volatility) by investing in listed equities. These portfolios are often appropriate for investors with longer investment horizons.
Income funds aim to provide investors with high levels of income (at low levels of capital volatility), by investing primarily in fixed income asset classes. These funds are often appropriate for investors with shorter investment horizons.
If you wish to have exposure to offshore investment opportunities, you may consider the following range of rand-denominated funds that provide this exposure for lower minimum investments and without the hassle of having to apply for foreign exchange approval.
Specialist equity funds invest a specific sector within equities, with the objective of maximising capital growth. Due to their specialist nature, these portfolios will typically display higher volatility than a general equity portfolio. Investors should have a long-term investment horizon.
Multi-asset funds aim to provide investors with moderate levels of income and capital growth (at moderate levels of capital volatility), by investing in a range of different asset classes. These funds are often appropriate for investors with medium to longer investment horizons.
The Nedgroup Investments Core funds are balanced funds which aim to provide low cost exposure to a range of local and global asset classes. You may use these as a low cost core holding or use them to implement your entire strategy.
Equity funds aim to provide investors with high levels of capital growth (at high levels of volatility) by investing in listed equities. These portfolios are often appropriate for investors with longer investment horizons.
Income funds aim to provide investors with high levels of income (at low levels of capital volatility), by investing primarily in fixed income asset classes. These funds are often appropriate for investors with shorter investment horizons.
If you wish to have exposure to offshore investment opportunities, you may consider the following range of rand-denominated funds that provide this exposure for lower minimum investments and without the hassle of having to apply for foreign exchange approval.
Specialist equity funds invest a specific sector within equities, with the objective of maximising capital growth. Due to their specialist nature, these portfolios will typically display higher volatility than a general equity portfolio. Investors should have a long-term investment horizon.