The Nedgroup Investments’ Balanced Fund is a multi-asset fund with the main objective of achieving long-term capital growth, while protecting against capital loss. The fund recognises the opportunity posed by short-term market inefficiencies and follows a proprietary risk framework, where exposure to risk is carefully managed to ensure steady returns over time and at optimal levels of risk. Returns are expected to be delivered through capital growth and moderate levels of income distribution.
The Balanced Fund is suitable for investors whose primary goal is long-term capital appreciation while minimising risk and those looking for balanced exposure to both domestic and offshore assets. This fund is managed in accordance with Regulation 28 and suitable for retirement portfolios.
Agile investment approach to asset allocation and security selection through rapid implementation of ideas across market conditions.
Risk-aware with a focus on risk management and capital protection to ensure steady returns at optimal levels of risk.
Depth of experience with a team of portfolio managers each with over 25 years of investment experience, having delivered excellent long-term returns through multiple market cycles.
Equity and listed property investments are volatile by nature and subject to potential capital loss. Fixed income instruments, including corporate and government bonds, may experience capital loss in the event that an issuer defaults on their interest or principal payments. The portfolio may be subject to currency fluctuations due to its international exposure
Risk Profile
Minimum Investment
Lump Sum
Debit Order
Recommended minimum period
5 years
ASISA Sector
(ASISA) South African MA High Equity
Inception date
28 February 2017
Benchmark
ASISA Category Average
Truffle Asset Management is an owner managed business with a rigorous investment process based on bottom-up fundamental research, downside protection and risk management. Truffle Asset Management has a stable team of investment professionals with a vast depth of experience and an excellent long-term track record in managing balanced funds. Truffle Asset Management was established in 2008.
Truffle embeds environmental, social, and governance factors into its investment decision-making process, and supports this by factoring non-financial risks into company valuations. This affords Truffle a holistic view as it seeks to actively engage investee companies on sustainability issues.
Past performance is not indicative of future performance and does not predict future returns.
Excluding VAT | Including VAT | ||
---|---|---|---|
Fund management fee | 1.10% | 1.27% | + |
Fund Expenses | 0.04% | ||
Total Expense Ratio | 1.31% | + | |
Fund Transacting Costs | 0.74% | ||
Total investment charges | 2.05% |
Date | Fund price | Market change | Unit count |
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