Overview of Nedgroup Investments Core Accelerated Fund
Equity and property investments are volatile by nature and subject to potential capital loss. For credit and income instruments, while unlikely, Capital loss may also occur due to an event like the default of an issuer. The portfolio may be subject to currency fluctuations due to its international exposure.
The portfolio is suitable for investors requiring high (equity-like) capital growth and aims to provide low cost exposure
to a range of local and global asset classes. The fund has a higher allocation to equities and listed property (around
90% of the fund) when compared to a typical balanced portfolio. However, diversification across all asset classes
helps to reduce exposure to risk and volatility relative to a general equity portfolio. The portfolio complies with
Regulation 28 of the South African Pension Funds Act.
Benchmark
Inflation + 6% over rolling 7 years
Strategy of Nedgroup Investments Core Accelerated Fund