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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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| 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 |
25 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Nedgroup Investments Balanced Fund Unit Prices |
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in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.
Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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