FNB Core Balanced Fund
Invest in a cost-effective fund
Designed for investors wishing to invest in a multi-asset solution that aims to provide steady, inflation-beating returns and capital growth.
Optimise your long-term investment returns by investing tax free.
Reasons to invest:
Everything that you need to know to get started can be found in our Self-help guide.
Self-help guideFor medium to long-term savings needs that aim to outpace inflation, with the benefit of access to your cash if you need it.
Reasons to invest:
Everything that you need to know to get started can be found in our Self-help guide.
For high income earners who are looking for a tax efficient investment
Reasons to invest:
Saving for retirement is a key pillar to any wealth creation and preservation plans.
Reasons to invest:
Everything that you need to know to get started can be found in our Self-help guide.
Self-help guide
Preserve your tax benefits and savings from your pension or provident fund.
Reasons to invest:
Provides you with guaranteed monthly income after you retire.
Reasons to invest:
Fund Name and Fact Sheet | Fund code | Nav Price - 10 December 2024 |
---|---|---|
FNBSF |
134.74 |
|
FNBMF |
145.17 |
|
FNGFF |
151.59 |
|
FNGEFB |
152.98 |
|
FNBAB1 |
124.65 |
Fund Name and Fact Sheet | Fund code | Nav Price - 10 December 2024 |
---|---|---|
FNBIB1 |
1,256.10 |
|
FNBBA1 |
1,049.57 |
|
FNBPA2 |
1,530.92 |
|
FNBMA2 |
2,439.25 |
|
FNBFA2 |
3,126.93 |
|
FNBDFA |
150.62 |
Fund Name and Information Sheet | Fund code | Nav Price - 10 December 2024 |
---|---|---|
FNBBLA |
122.92 |
Based on estimations with reference to a fund with a total AUM of R1bn and
is inclusive of VAT.
Designed for investors wishing to invest in a multi-asset solution that aims to provide steady, inflation-beating returns and capital growth.
Get access to a cost-effective fund.
Our experienced investment team invest in a wide variety of domestic and international asset-classes.
A fund that provides steady, inflation-beating returns and capital growth to meet investment objectives.
Our FNB Core Balanced Funds are available in different Investment Solutions such as; an Investment Account, a Tax-Free Savings Account or a Retirement Annuity to mention a few.
Plus you can earn eBucks reward level points when investing with FNB. Have a look at the different investment solutions available to you.
Risk
Moderate to High Risk
Minimum investment amount
Recurring: R300 per month
Lump Sum: R5,000
Addition: R2,000
Base currency
ZAR
Benchmark
CPI + 5% over a seven-year rolling period
Reg 28
This fund is Reg 28 compliant
Investment horizon
Minimum of 7 years
ASISA Category
ASISA South African Multi-Asset High Equity category
Fee description (estimates) | FNB Core Balanced Fund |
---|---|
Asset management fees (incl VAT) | 0.30% |
Total Expense Ratio (TER) of Fund* | 0.30% |
Transaction Costs (TC)* | 0.09% |
Total Investment Charges (TIC)* | 0.39% |
Initial exit and switching fees | 0.00% |
Fee structure | A Class |
*Values based on initial estimations and is inclusive of VAT