Nedgroup Investments Global Cautious Feeder Fund

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Investor profile

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-denomintated, which provides investors who may have utilised their full individual offshore allowance an opportunity to obtain additional exposure to international markets.

Risk profile

Medium

 medium 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

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Minimum investment

Investment sum

Lump sum R10,000
Debit order R500

ASISA category

South African Multi Asset Low Equity

Benchmark

USD Libor 1 month (rand equivalent)

Investment manager

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.

22 Aug 2017, Currency: ZAR

Price (cents per unit)
Total investment charges
1.60%
View all fund prices

Performance*

Period Performance
1 Year to 31 Jul 2017: -2.50%
3 Years to 31 Jul 2017: 10.76%
5 Years to 31 Jul 2017: 14.79%
7 Years to 31 Jul 2017: 12.20%


Fees (excluding VAT)

Portfolio management fees
Annual
1.35%

 

* Effective annual management fee including both local and international

Inception date

30 October 2009

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.

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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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