Risk profile
Low risk
High risk
Global Equity Feeder Fund
Investor Profile
The unit trust portfolio is suitable for investors seeking offshore exposure to developed financial markets as part of their overall investment strategy, with maximum capital appreciation as their primary goal. Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives. The portfolio is rand-denominated, which provides investors who may have utilised their full individual offshore allowance an opportunity to obtain additional exposure to international markets.
Investment managers
Veritas Asset Management
Veritas is an independent asset management company based in the UK and was established in 2003. The key investment objective is to deliver long term real returns for clients and their philosophy combines a global thematic approach with a fundamental research process. They construct unconstrained high-conviction portfolios of shares in the best quality companies.
Nedgroup Investments began their partnership with Veritas on the Global Equity Fund in 2010.
Minimum investment
Lump sum: R10 000* Debit order: R250* The R250 minimum is only for UT and TFI products. The minimum for products such as retirement annuity, endowments, pension preservations and provident preservations is R500.Recommended minimum period
7 yearsInception date
01 October 2001
Asisa category
(ASISA) Global EQ General
Benchmark
ASISA Category Average
Performance (since inception)
Past performance is not indicative of future performance and does not predict future returns.
Annual fees and charges Fees calculator
| excl VAT | incl VAT | |
|---|---|---|
| Fund management fee | 1.50% | 1.50% |
| + | ||
| Fund expenses | 0.08% | |
| Total expense ratio | 1.58% | |
| + | ||
| Fund transacting costs | 0.04% | |
| Total investment charges | 1.62% | |
Price as at View all prices
| Fund price | Market change | Unit count |
|---|---|---|
| 1 841.91 |  -1.47% |
50 099 468.0206 |
Income distribution
| Cents per unit | Latest date | Frequency |
|---|---|---|
| 0.06 | 31 December 2024 | Annually |
Fact sheet
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