Nedgroup Investments Managed Fund

Ideal investment timeframe

3-5 years

Investment minimums

  • Lump sum: R10 000
  • Monthly: R500

Investor need

Grow your capital over the medium to long term without having to make complex asset allocation decisions

How the portfolio aims to achieve this

Diversify across asset classes

Risk exposure

  • Equity and property investments are volatile by nature and subject to potential capital loss; however, maintaining a maximum equity exposure of 75% helps reduce risk and volatility relative to a general equity portfolio
  • For credit and income instruments, while unlikely, capital loss may occur due to an event like the default of an issuer

Asset allocation

  • Equities
  • Property
  • Bonds
  • Preference shares
  • Convertible bonds
  • Cash and money market
  • CIS
  • The portfolio does not invest any assets offshore

Income distribution

Bi-annual

ASISA category

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

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