Nedgroup Investments Financial Fund Fact Sheet MDD
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Fund Objectives
The primary investment objective of this high risked rated fund is to achieve medium to long term capital growth by primarily investing in listed shares in financial sectors in SA and abroad.
Monthly Prices
Fund Information
Fund Sector
SA – Equity – Financial
Fund Maximum Annual Fee *
1.73%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Annually
Fund Information
Launch Date
Nov 2005 21 years ago
Fund Benchmark
Jse Fini Index
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 368 Mil.


Nedgroup Investments Financial Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.

Distributions Info (in cents)
Q4 of 2023 927.52
See Also
Coronation Financial Fund
Nedgroup Investments Financial Fund
Sim Financial Fund
Momentum Financials Fund
Satrix Fini ETF
Asset Allocation Analysis
Fund Management
Management Company
Nedgroup
Investments
Asset Manager
Denker Capital
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.