Morningstar

Nedgroup Investments Select Growth Fund of Funds B2 NIXDF

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day ReturnZAR 37.79  /  +0.93%
  • Fund SizeZAR 3.8B
  • Adjusted Expense Ratio—
  • Net Expense Ratio1.150%
  • Fee Level: DistributionBelow Average
  • Share Class Type—
  • Morningstar CategoryZAR Aggressive Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)—
  • Investment StatusOpen
  • TTM Yield2.32%
  • Turnover Ratio—
NAV and 1-Day Return as of

Morningstar’s Analysis NIXDF

Will NIXDF outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NIXDF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NIXDF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NIXDF’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nedgroup Inv Select Growth FoF B2 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NIXDF

More NIXDF Holdings
  • 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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