Core Global Feeder Fund

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Investor Profile

The unit trust portfolio is suitable for investors seeking low cost offshore exposure to developed financial markets as part of their overall investment strategy and who do not wish to make complex asset allocation decisions between equities, cash and bonds in offshore markets. The portfolio is rand-denominated, which provides investors who may have utilised their full individual offshore allowance an opportunity to obtain additional exposure to international markets.

Investment manager

BlackRock is the world’s largest independent asset management firm with over $4.7 trillion in AUM. They have pioneered and led the index fund market since the 1970s and currently manage around $3 trillion in Index funds and ETFs spanning over 650 benchmarks. The Nedgroup Investments Core Global Fund is implemented along BlackRock’s Total Performance Investment Philosophy which consists of constructing a solution that maximises the total return of a portfolio by considering the performance, cost and tax implications of different underlying building blocks.

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

3 to 5 years

Inception date

31 December 2015

Asisa category

(ASISA) Global MA Low Equity

Benchmark

Europe OE USD Aggressive Allocation

Performance (since inception)

Annual Fees (Including VAT) eac Fees calculator

Fee Percentage
Total Expense Ratio (TER) 0.57%
Transaction costs 0.01%
Total investment charges 0.58%

Price as at eac View all prices

Fund price Market change Unit count
1230.14 -0.31% 119 840 508.4781

Income distribution

Cents per unit Latest date Frequency
0.00 31 December 2018 Semi-annually

Downloads

Fact sheet