Nedgroup Investments Balanced Fund Fact Sheet MDD
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Fund Objectives
The investment aim of this multi-asset unit trust is to achieve a long term capital growth while protecting against loss of capital through investing in amongs others, equities , bonds , cash and listed property.
Monthly Prices
Dec 24
R 14.75    R -.26
   -1.73%
High Avg. Low
R 15.01 R 14.40 R 13.64
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.55%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Oct 2001 24 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 6.1 Bil.


Nedgroup Investments Balanced Fund Unit Prices
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
Did You Know ?

Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

Distributions Info (in cents)
Q4 of 2023 26.96
Q4 of 2022 34.19
See Also
Old Mutual Multi-Managers Agressive Balanced FOF
Prescient Balanced Fund
Ampersand Balanced FOF
AS Forum Aggressive FOF
Rebalance Balanced Fof
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.