Nedgroup Investments Select Growth Fund of Funds A NFBA

Morningstar Medalist Rating
  • NAV / 1-Day ReturnZAR 37.55  /  +0.92%
  • Fund SizeZAR 3.8B
  • Adjusted Expense Ratio—
  • Net Expense Ratio2.470%
  • Fee Level: Distribution—
  • Share Class Type—
  • Morningstar CategoryZAR Aggressive Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)—
  • Investment StatusOpen
  • TTM Yield1.02%
  • Turnover Ratio—

Morningstar’s Analysis NFBA

Will NFBA outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nedgroup Inv Select Growth FoF A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings NFBA

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coronation Balanced Plus P

20.20751M
—

Nedgroup Inv Core Diversified B

20.14749M
—

Nedgroup Inv Balanced G

19.89739M
—

M&G Balanced Fund B

19.82737M
—

Allan Gray Balanced X

19.65731M
—

Cash

0.3312M
Cash and Equivalents

Cash

−0.02−914,848
Cash and Equivalents

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