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| Nedgroup Investments Financial Fund Fact Sheet MDD |
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Nedgroup Investments Financial Fund Fact Sheet MDD
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The primary investment objective of this high risked rated fund is to achieve medium to long term capital growth by primarily investing in listed shares in financial sectors in SA and abroad.
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| R 428.82 | ⇓ | R -10.03 |
| ⇓ | -2.37% |
| High | Avg. | Low |
| R 699.96 | R 348.82 |
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| Fund Sector |
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| SA – Equity – Financial |
| Fund Maximum Annual Fee * |
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1.73%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Annually |
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| Launch Date |
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| Nov 2005 |
20 years ago |
| Fund Benchmark |
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| Jse Fini Index |
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| Nedgroup Investments Financial Fund Unit Prices |
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Total assets under management (AUM) has breached the R3 trillion mark in 2022.
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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