Nedgroup Investments Balanced Fund

This portfolio was previously called the Truffle MET Balanced Fund

The reason for the renaming is that the portfolio has been included in Nedgroup Investments’ Best of breed™ offering, following a rigorous and independent screening process. This is a wonderful endorsement of our capabilities. The mandate, our investment approach and all other aspects of how we manage the portfolio remain the same.

Ideal investment timeframe

3-5 years

Investment minimums

  • Lump sum: R10 000
  • Monthly: R500

Investor need

  • Achieve maximum long-term capital growth
  • Suitable for investors saving for retirement in retirement annuities, preservation funds, pension funds and provident funds (Regulation 28-compliant)

How the portfolio aims to achieve this

Maximise long-term returns while preserving capital by investing actively across all asset classes

Risk exposure

Returns can be more volatile over the short term relative to the broader market, but will be less volatile than the equity market

Asset allocation

  • A combination of assets in liquid form, money market instruments, interest-bearing instruments, bonds, debentures, corporate debt, equity securities, property securities, preference shares, convertible equities, derivatives and non-equity securities
  • Underlying investments can from time to time also include:
    • Listed and unlisted financial instruments
    • Unlisted forward currency swaps, interest and exchange rate swaps
    • Participatory interests

Income distribution

Bi-annual

ASISA category

South African Multi Asset − High Equity
(governed by the Collective Investment Schemes Control Act of 2002 (CICSCA))

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