Nedgroup Investments Core Diversified Fund

Code: NIDCB

Overview

The portfolio 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.

Downloads

Nedgroup Investments Core Diversified Fund Fact Sheet

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

The portfolio 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.
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Fund performance

Source: Profile Data

Fund managers

taquanta

Taquanta Asset Managers

Other funds from Nedgroup Investments

Nedgroup Investments Core Global Feeder Fund
Nedgroup Investments Core Accelerated Fund
Nedgroup Investments Global Cautious Feeder
Nedgroup Investments Opportunity Fund
Nedgroup Investments Core Guarded Fund
Nedgroup Investments Core Diversified Fund
Nedgroup Investments Global Flexible Feeder Fund
Nedgroup Investments Stable Fund (Class C)
Nedgroup Investments Property Fund
Nedgroup Investments Flexible Income Fund (Class A2)
Nedgroup Investments Global Equity Feeder Fund


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