Nedgroup Investments Managed Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R1 082 R 25 2.3105%
Number of Accounts (Mar 2019)
3 941 62 1.573%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 666 R 603
    Local    R 666    R 603
    Foreign    R 0    R 0
Cash Instr. R 330 R 326
    Local    R 330    R 326
    Foreign    R 0    R 0
Property R 79 R 82
On FoF R 6 R 46
Fund Investment Aims, Objective and/or Universe
- This is a medium to high-risk balanced fund with the aim of exploiting large, mid, and small capitalisation opportunities.

- The fund has the ability to invest in a variety of asset classes.- There is a mandate restriction of a maximum of 75% equity exposure.- The fund is Regulation 28 compliant.- No foreign exposure is allowed.
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