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Ok. Got itAn overview of the Nedgroup Investments Private Wealth Balanced Fund of Funds
The Nedbank Private Wealth balanced portfolio is an ideal opportunity for long-term investors who want a diversified, proven, top-performing fund in the current environment.
A diversified portfolio that reduces risk and provides access to growth potential
This strategy seeks to balance income and real (inflation-beating) capital growth objectives through a blended allocation to risky assets and income-yielding assets. The asset allocation for this solution is determined by the monthly strategic investment committee, who seeks to achieve optimal diversification of the asset classes by making use of proprietary research tools. Investors will benefit from exposure to different asset classes in South Africa, and from international investments with leading global managers. The portfolio is structured as a fund of funds.
Long-term performance against inflation and peers
The chart below shows the cumulative portfolio performance since inception. If you had invested R5 million on 1 May 2004, you would have R31.18 million today.
Nedgroup Investments Private Wealth Balanced Fund of Funds has outperformed its peers
Source: Morningstar