Nedgroup Investments Stable Fund

Fund Overview

Fund Fact Sheet

Risk Profile

Low Medium High

Objective

The Nedgroup Investments Stable Fund seeks to offer investors total returns that are in excess of inflation over the medium term. A maximum of 40% of the fund’s assets may be invested in equities at all times. The fund complies with Regulation 28 of the South African Pension Funds Act.

Investor Profile

  • The fund is suitable for conservative investors requiring a high level of capital protection, with the potential for capital growth through a low exposure to equity markets relative to the average prudential portfolio.
  • Investors who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore.

Offshore Exposure:

Yes

Inception Date:

1 November 2007

Fund Code:

NISCA

Fund Manager(s):

Dave Foord (Foord Asset Management)
Nedgroup Investments

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