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| Nedgroup Investments Balanced Fund Fact Sheet MDD |
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Nedgroup Investments Balanced Fund Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 15.66 | R 14.78 | R 14.08 |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.55%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Oct 2001 |
24 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Nedgroup Investments Balanced Fund Unit Prices |
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While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
DYN
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 26.96 |
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| Q4 of 2022 | 34.19 |
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| Asset Allocation Analysis |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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