Core Accelerated Fund

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Investor Profile

The portfolio is suitable for investors requiring high (equity-like) capital growth and aims to provide low cost exposure to a range of local and global asset classes. The fund has a higher allocation to equities and listed property (around 90% of the fund) when compared to a typical balanced portfolio. However, diversification across all asset classes helps to reduce risk and volatility relative to a general equity portfolio. The portfolio complies with Regulation 28 of the South African Pension Funds Act.

Investment manager

Taquanta’s Quants team has been an industry leader in delivering successful and innovative quantitative fund management services since 1996. This team is one of the most experienced and stable in the industry and their implementation has a reputation for cost efficiency and low tracking error.

The Quants team at Taquanta manages the Nedgroup Investments Core Accelerated, Core Diversified, Core Guarded and Core Bond Funds.

Risk profile

Low risk High risk
The greater the amount of risk an investor is willing to take on the greater the potential return

Minimum investment

Lump sum: R10 000 Debit order: R500

Recommended minimum period

5 to 7 years

Inception date

28 February 2017

Asisa category

(ASISA) South African MA High Equity

Benchmark

SA Inflation + 6% Geometric

Performance (since inception)

Annual Fees (Including VAT) eac Fees calculator

Fee Percentage
Total Expense Ratio (TER) 0.41%
Transaction costs 0.26%
Total investment charges 0.67%

Price as at eac View all prices

Fund price Market change Unit count
1010.96 -0.75% 12 393 494.3329

Income distribution

Cents per unit Latest date Frequency
33.05 31 December 2018 Annually

Downloads

Fact sheet