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Nedgroup Investments Core Diversified Fund

Code: NIDCB

Overview of Nedgroup Investments Core Diversified Fund

The Nedgroup Investments Core Diversified Fund is suitable for investors requiring moderate capital growth and aims to provide low cost exposure to a range of local and international asset classes. Diversification across all asset classes helps to reduce risk and volatility relative to a general equity portfolio. The portfolio complies with Regulation 28 of the South African Pension Funds Act.

Fund performance

Source: Profile Data

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Suitable for investors who...

  • Want safe, long-term capital growth.
  • Want a fund that complies with the regulations of retirement funds.
  • Have an investment horizon of three or more years.

Benchmark

Inflation +5% pa over rolling 5 year periods

Strategy of Nedgroup Investments Core Diversified Fund

The Nedgroup Investments Core Diversified Fund tracks a custom benchmark which consists of a range of local and global asset classes. The local asset classes follow tailored indices to provide prudent, balanced and low cost exposure to their respective investment universes. Global indices are tracked via a number of Global Exchange Traded Funds (ETFs). The portfolio's asset allocation is rebalanced periodically when weightings fall outside the target range.

Fund managers

taquanta

Taquanta Asset Managers

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Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?