Nedgroup Investments Private Wealth Equity Fund

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Investor profile

The unit trust portfolio is suitable for investors seeking exposure to the domestic equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a tolerance for short-term market volatility in order to achieve long-term objectives.

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 5 to 7 years

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Minimum investment

Investment sum

Lump sum R10,000
Debit order R500

ASISA category

South African Equity General

Benchmark

FTSE/JSE SWIX40

Investment manager

Nedgroup Investment Advisors is predominantly focused on managing South African equity portfolios. They have a robust, proven investment process with a market-leading track record dating back to 2004. The cornerstones of their investment process are based on valuation, the assessment of quality and taking a long-term view. The team builds concentrated, but diversified equity portfolios that aim to deliver superior returns over three to five year periods.

22 Aug 2017, Currency: ZAR

Price (cents per unit)
6444.42
Total investment charges
1.39%
View all fund prices

Performance*

Period Performance
1 Year to 31 Jul 2017: -0.11%
3 Years to 31 Jul 2017: 6.53%
5 Years to 31 Jul 2017: 15.60%
7 Years to 31 Jul 2017: 16.06%
10 Years to 31 Jul 2017: 11.54%


Fees (excluding VAT)

Portfolio management fees
Annual
1%

Inception date

1 May 2004

Income distribution

Latest date

30 Dec 2016

Frequency

Annual

Total cents per unit

88.865335

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.

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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.

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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.

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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.

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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.

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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.

 

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