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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 2021, Emmanual Lediga s Maru Asset Managers was acquired by Global Kapital of Netherlands
DYN
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
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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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