Nedgroup Investments Stable Fund A2
- Price
- R2.70on 12 November 2026
- Yearly cost (TER)
- 1.46%before transaction costs
- Fund size
- R15.2bnas at 11 November 2026
- Risk profile
- Medium/Low
Price over the past year
- 1 month
- +1.42%
- 3 months
- -0.29%
- 6 months
- -1.28%
- 1 year
- +1.11%
Price returns from the fund's daily prices, after fund costs; they exclude distributions. The factsheet has the full performance record.
What it aims to do
The unit trust portfolio is suitable for conservative investors requiring a high level of capital protection, with the potential for capital growth and who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore. Diversification across all asset classes and a maximum equity exposure of 40% helps to reduce risk and volatility relative to an average prudential portfolio.
What it costs
- Annual management fee
- 1.09%
- Performance fee
- Not published
- Total expense ratio (TER)
- 1.46%
- Transaction costs
- 0.04%
As at 11 November 2026. The TER is what the fund costs to run each year; with transaction costs, it makes up the total investment cost (TIC). The fund's factsheet has the latest figures.
Fund details
- Manager
- Nedgroup
- Fund type
- Balanced Funds
- Benchmark
- Inflation + 4% over rolling 3 years
- Income distribution
- Semi-annually
- Inception date
- Jan 11, 2007
- JSE code
- NISA
- ISIN
- ZAE000157020