Nedgroup Investments Money Market Fund

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Investor profile

The unit trust portfolio is suitable for investors who require high levels of income and capital preservation and provides an attractive alternative to current and savings accounts and may be used to diversify away from equity assets or as a short-term investment for capital.  The portfolio typically displays very little volatility.

Risk profile

Low

 low risk

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

Appropriate term

Minimum 0 to 4 years

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Minimum investment

Investment sum

Lump sum R10,000
Debit order R500

ASISA category

South African Interest Bearing Money Market

Benchmark

STeFI Call Deposit

Investment manager

Taqaunta is one of a few specialist cash and fixed income asset managers in South Africa. Their Fixed Income Team, consisting of former Treasury professionals whose skills are clearly differentiated from generic cash and fixed income asset managers, is amongst the top ranked cash managers in the country from a consistency and risk adjusted return perspective.

The fixed income team at Taquanta manages the Money Market and Core Income Funds.

Performance*

Period Performance
1 Year to 30 Sep 2017: 7.80%
3 Years to 30 Sep 2017: 7.10%
5 Years to 30 Sep 2017: 6.38%
7 Years to 30 Sep 2017: 6.14%
10 Years to 30 Sep 2017: 7.20%


Fees (excluding VAT)

Portfolio management fees
Annual
0.5%

Inception date

31 March 2000

Income distribution

Frequency

Monthly

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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