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Global Cautious Feeder Fund

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Investor Profile

This unit trust portfolio is suitable for investors seeking medium to long term offshore exposure to a diversified, multi-asset portfolio of global investments with a focus on fixed income. The portfolio aims to be an alternative to offshore bank deposits. It will, therefore, be focused on controlling the level of downside risk to which investors are exposed, but may experience a degree of volatility in performance. 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

Pyrford is a London-based boutique investment manager that was founded in 1991. As part of the firm’s evolution, Pyrford became a 100% subsidiary of the BMO Financial Group in 2007, but remains an independent asset management boutique and retains full autonomy to manage the business. Pyrford manages a concentrated suite of global strategies that includes an active global asset allocation strategy, which it has managed since 1994. The aim of the strategy is to deliver a stable stream of real returns with a focus on downside protection by adopting a quality and value-based approach that moves allocations flexibly and appropriately between the key asset classes – global equities, cash and sovereign debt. Pyrford has managed the Nedgroup Investments Global Cautious Fund since 1 July 2019. 

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

29 October 2009

Asisa category

(ASISA) Global MA Low Equity

Benchmark

ICE LIBOR 1 Month

Performance (since inception)

Annual fees and charges eac Fees calculator

excl VAT incl VAT
Fund management fee 1.35% 1.55%
+
Fund expenses -0.01%
Total expense ratio 1.54%
+
Fund transacting costs 0.08%
Total investment charges 1.62%

Price as at eac View all prices

Fund price Market change Unit count
2360.26 -0.49% 1 552 572.3461

Income distribution

Cents per unit Latest date Frequency
0.00 31 December 2018 Annually