Nedgroup Investments Core Global Feeder Fund

Invest online now

Investor profile

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.

 

Risk profile

Medium to high

 medium to high risk

The greater the amount of risk an investor is willing to take on the greater the potential return.

Appropriate term

Minimum 3 to 5 years

  • 0
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7

Minimum investment

Investment sum

Lump sum R10,000
Debit order R500

ASISA category

Global Multi Asset High Equity

Benchmark

Global Multi Asset High Equity Unit Trust Mean

Investment manager

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.

22 Aug 2017, Currency: ZAR

Price (cents per unit)
Total investment charges
0.83%
View all fund prices

Performance*

Period Performance
1 Year to 31 Jul 2017: 4.26%


Fees (excluding VAT)

Portfolio management fees
Annual
0.35%

* Effective annual management fee including both local and international

Inception date

4 January 2016

Income distribution

Latest date

30 Dec 2016

Frequency

Annual

Total cents per unit

0

Multi-Asset funds

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.

Download fact sheets Email fact sheets

Core funds

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.

Download fact sheets Email fact sheets

Equity funds

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.

Download fact sheets Email fact sheets

Income funds

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.

Download fact sheets Email fact sheets

Rand-denominated international funds

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.

Download fact sheets Email fact sheets

Specialist equity funds

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.

 

Download fact sheets Email fact sheets

You have been subscribed to our newsletter