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 ?

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

Distributions Info (in cents)
Q4 of 2023 26.96
Q4 of 2022 34.19
See Also
MyQ Growth FOF
Stanlib Multi Manager Medium High Equity Fof
Cordatus Balanced FOF
M&G Balanced Fund
Sasfin Prudential Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.