Suitable for investors seeking long-term capital growth. The portfolio follows a market linked rules-based strategy that provides broad market exposure to South African equities in a cost-effective manner. This rules-based methodology determines the share weightings, share capping level, share or sector exclusions and rebalancing frequency. The rules and exclusions will be reviewed periodically to ensure that the fund can achieve its objective.
Taquanta’s Quants team has been an industry leader in delivering successful and innovative quantitative fund management services since 1996. This team is one of the most experienced and stable in the industry and their implementation has a reputation for cost efficiency and low tracking error.
The Quants team at Taquanta manages the Nedgroup Investments Core Accelerated, Core Diversified, Core Guarded and Core Bond Funds.
29 March 2023
South African - Equity - SA General
FTSE/JSE Capped SWIX All Share Index
Past performance is not indicative of future performance and does not predict future returns.
excl VAT | incl VAT | |
---|---|---|
Fund management fee | 0.25% | 0.29% |
+ | ||
Fund expenses | 0.09% | |
Total expense ratio | 0.38% | |
+ | ||
Fund transacting costs | 0.10% | |
Total investment charges | 0.48% |
Fund price | Market change | Unit count |
---|---|---|
1 177.45 | 141 161.9228 |
Cents per unit | Latest date | Frequency |
---|---|---|
37.92 | 31 December 2024 | Annually |
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