Nedgroup Investments Balanced Fund MDD
Page Table of Content
Fund Objectives Fund Technicals NAV Prices
Dividends Management Asset Allocations
Fund Activities

The Fund Aims and Objectives


The Technical Details

Nedgroup Investments Balanced Fund
Fund Sector
SA – Multi Asset – High Equity
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

NAV Prices

Nedgroup Investments Balanced Fund
May 24
R 14.35    R 0.27
   1.92%
High Avg. Low
R 14.35 R 13.92 R 13.64

The Dividends

Nedgroup Investments Balanced Fund
Total Distributions

The Management

Nedgroup Investments Balanced Fund

Asset Allocations

Nedgroup Investments Balanced Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

Fund Activities

Nedgroup Investments Balanced Fund

Did You Know ?
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry

See Also

Rezco Value Trend Fund
Roxburgh Balanced Plus FOF
Cordatus Balanced FOF
Sentio Balanced Fund
Sasfin Prudential Fund
©2012-2024 NGCSOFT

SA - MA - I
SA - E - G -
SA - E - LC -
G - MA - F -
SA - IB - VT -
G - E - G -
SA - MA - F -
R - MA - F -
SA - RE - G -
SA - MA - HE -

The Fund Aims and Objectives


The Technical Details

Nedgroup Investments Balanced Fund
Fund Sector
SA – Multi Asset – High Equity
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

Asset Allocations

Nedgroup Investments Balanced Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

The Management

Nedgroup Investments Balanced Fund

See Also

Sasfin Prudential Fund
Southern Charter Growth FOF
Simplisiti Managed Protector FOF
Anchor Diversified Growth Fund
Aylett Balanced Fund

NAV Prices

Nedgroup Investments Balanced Fund
May 24
R 14.35    R 0.27
   1.92%
High Avg. Low
R 14.35 R 13.92 R 13.64

The Dividends

Nedgroup Investments Balanced Fund
Total Distributions

Fund Activities

Nedgroup Investments Balanced Fund
Did You Know ?
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Nedgroup Momentum Satrix Oasis Foord
©2012-2024 NGCSOFT