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.
Read Nedgroup Investments Managed Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Tresor Flexible Fund
MiPlan Inflation + 5 Fund
MiPlan Global Macro Fund
Absa Sterling Income Fund
Absa Global Core Equity Feeder Fund
Analytics Managed Equity Fund
Prudential Dividend Maximiser Fund
Naviga Balanced Growth Fund Of Funds
Florin Managed Fund
Novare Worldwide Equity Fund
Dotport Equity Fund
PWS Worldwide Flexible Fund Of Funds
Harvard House Equity Fund
Sygnia Itrix MSCI Japan ETF
Instit Worldwide Flexible Growth Fund
Warwick Enhanced Income
Adviceworx Inflation + 4-5% Fund Of Funds
Aureus Nobilis Managed Fund
Investec Emerging Companies Fund