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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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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.
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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