The unit trust portfolio is suitable for investors seeking exposure to the domestic equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a tolerance for short-term market volatility in order to achieve long-term objectives.
Nedgroup Investment Advisors is predominantly focused on managing South African equity portfolios. They have a robust, proven investment process with a market-leading track record dating back to 2004. The cornerstones of their investment process are based on valuation, the assessment of quality and taking a long-term view. The team builds concentrated, but diversified equity portfolios that aim to deliver superior returns over three to five year periods.
03 May 2004
(ASISA) South African EQ General
FTSE/JSE Top 40 SWIX TR ZAR
|excl VAT||incl VAT|
|Fund management fee||1.00%||1.15%|
|Total expense ratio||1.18%|
|Fund transacting costs||0.30%|
|Total investment charges||1.48%|
|Fund price||Market change||Unit count|
|Cents per unit||Latest date||Frequency|
|125.88||31 December 2019||Annually|
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.