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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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| R 14.75 | ⇓ | R -.26 |
| ⇓ | -1.73% |
| High | Avg. | Low |
| R 15.01 | R 14.40 | R 13.64 |
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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 |
24 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 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.
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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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