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Core Guarded Fund

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Investor Profile

The portfolio is suitable for conservative investors requiring a reasonable level of capital protection, with the potential for capital growth through a low exposure to equity markets relative to the average prudential portfolio and aims to provide low cost exposure to a range of local and global asset classes. 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

3 years

Inception date

27 January 2010

Asisa category

(ASISA) South African MA Low Equity

Benchmark

SA Inflation + 3% Geometric

Performance (since inception)

Annual fees and charges eac Fees calculator

excl VAT incl VAT
Fund management fee - -
+
Fund expenses -
Total expense ratio 0.46%
+
Fund transacting costs 0.04%
Total investment charges 0.50%

Price as at eac View all prices

Fund price Market change Unit count
1532.87 0.15% 138 755 138.4545

Income distribution

Cents per unit Latest date Frequency
21.07 30 September 2019 Quarterly