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-264.39  /  -0.62%

428.5551

NAV (ZAR) on 2024/09/13
NAV (ZAR) on 2024/09/12 431.1990
52 week high on 2024/08/29 433.5218
52 week low on 2023/10/26 319.2736
Total Expense Ratio on 2024/06/30 2.02
Total Expense Ratio (performance fee) on 2024/06/30 0
NAV
Incl Dividends
1 month change 6.05% 6.05%
3 month change 16.89% 16.89%
6 month change 22.37% 22.37%
1 year change 27.72% 31.06%
5 year change 7.87% 11.4%
10 year change 7.21% 9.73%
Price data is updated once a day.
Unit trust and ETF performances for periods greater than 12 months are annualised.

Here is a list of JSE shares held in this Unit Trust. These tables reflect changes in holdings over two quarters, but do not show where a fund has completely sold a holding during the latest quarter.

Nedgroup Investments Financials Fund

Fund managed by Nedgroup Collective Investments (RF) (Pty) Ltd.
Holdings Jun 2024 Mar 2024 Unit change Value change (R'000s) % of Fund
# Units Value (R'000s) # Units Value (R'000s)
  Absa Group Ltd. 170,043 269,433.130 170,236 252,170.590 -193 17,262.540 7.3805
  Capitec Bank Holdings Ltd. 12,799 336,485.710 12,170 255,057.640 629 81,428.070 9.2173
  FirstRand Ltd. 902,481 694,007.890 856,192 528,527.320 46,289 165,480.570 19.0108
  Investec Ltd. 144,248 190,811.250 160,268 200,222.810 -16,020 -9,411.560 5.2269
  Investec plc 125,738 166,351.370 162,868 205,669.710 -37,130 -39,318.340 4.5568
Total

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  • Fund focus and objective  
The portfolio is suitable for investors who require specific exposure to financial sector shares as part of their overall investment strategy , with maximum capital appreciation as their primary goal over the long term.

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