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 ?

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.

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

Distributions Info (in cents)
Q4 of 2023 26.96
Q4 of 2022 34.19
See Also
Nedgroup Investments Managed Fund
Rebalance Balanced Fof
Caleo Balanced FOF
Old Mutual Balanced Fund
Affinity Growth Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.