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Nedgroup Investments Balanced Fund B (0P00016QOL)

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14.876 -0.010    -0.06%
22/11 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 11.41B
Type:  Fund
Market:  South Africa
Issuer:  Nedgroup Collective Investments
ISIN:  ZAE000158481 
Asset Class:  Equity
Nedgroup Investments Balanced Fund B 14.876 -0.010 -0.06%

0P00016QOL Overview

 
On this page you'll find an in-depth profile of Nedgroup Investments Balanced Fund B. Learn about the key management, total assets, investment strategy and contact information of 0P00016QOL among other information.
Category

ZAR/NAD Moderate Allocation

Total Assets

11.41B

Expenses

0.79%

Inception Date

Oct 24, 2011

Investment Strategy

The Fund shall be a Domestic Asset Allocation Prudential Variable Equity Fund. The primary investment objective of the Fund is to achieve the maximum long term capital growth. The fund is suitable for investors in retirement annuities, preservation funds, pension funds and provident funds. The Truffle Balanced Fund has a moderate risk profile. The fund can invest across a wide variety of listed and unlisted instruments including equities, property, bonds, derivative instruments and cash both domestically and internationally, subject to the limits provided in the Pension Fund Act Regulation 28.

Contact Information

Address 8000
Cape Town,
South Africa
Phone +27 21 4166011
Fax +27 (0)11 263 6067

Top Executives

Name Title Since Until
Saul Miller - 2016 Now
Biography Saul has been part of the Truffle team since 2016 and has over 20 years’ experience in investment and portfolio management. He spent over a decade working for RMB Asset Management, managing a range of equity and balanced funds that won numerous unit trust industry awards. Saul then moved to Argon Asset Management, where he was Head of Equity for over four years. During this period equity assets under management grew rapidly from around R8 billion to over R20 billion and investment performance comfortably exceeded benchmark returns. He was also responsible for implementing Argon’s equity investment philosophy and process.
Sophiè Mariè van Garderen - 2016 Now
Biography Sophié-Marié has been part of the Truffle team since 2016, and has over 20 years’ investment experience as an equity analyst and fund manager. She began her career at RMB Asset Management as a trainee analyst and worked her way up to fulfilling the role of senior investment professional, doing equity research and co-managing various unit trusts. During this time, these unit trust funds won a number of Raging Bull and Morningstar awards. In 2011, Sophié-Marié joined Argon Asset Management, where she served a dual role as both equity analyst and co-manager of all the equity funds under management, before joining Truffle.
Nicole Agar - 2015 Now
Iain Power - 2011 Now
Jonathan du Toit - 2011 2019
Biography Jonathan began his career in the investments industry as a global equity analyst for Orbis and later Allan Gray Ltd.He joined Truffle in late 2010, eager at the opportunity to be part owner and build the boutique manager in to a larger business. Jonothan also serves as a portfolio manager on the Truffle Flexible Property fund along with five ot her prominent members of the broader investment team.The High Growth fund is run almost exclusively by Jonothan, although investment ideas may stem from any member of the broader investment team.
Charles Booth - 2011 2015
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