NewGold  
South African--Equity--Resource
 
Focus and Objective
NewGold gives investors the opportunity to benefit from the performance of the value of Gold. This is achieved through the purchase of Gold Bullion Debentures, which are listed and traded through the JSE and are backed by physical gold. This is the most efficient, cost effective and secure way for South African investors to invest in gold.

The NewGold securities can be purchased through the NewGold Investment Plan as detailed opposite, or can be transacted with a JSE member stock broker, in which case, normal brokerage and other JSE transaction costs would apply, but no annual fees are payable.

Benefits of Investing in NewGold
  • Gold is an effective portfolio diversifier;
  • a store of value;
  • a safe haven investment;
  • a low risk investment compared to gold stocks;
  • has positive track record in terms of returns, compared to the broad market;
  • is an excellent rand hedge;
  • as well as an excellent USD hedge.

Management
NewGold Securities
This fund is managed by NewGold Managers (Pty) Ltd
 
Comparative Performance
 
 
Technical Overview
Formation Date: 1 Nov 2004
JSE Code: GLD
Benchmark: Gold Spot
Holdings: 1
Unit Holders: n/a
Original Price: n/a
Pricing System: Forward
Minimum Lump Sum: R1 000
Minimum Monthly: R300

Fees
TER (30 Jun 2017): 0.40%
Perf Fee TER (30 Jun 2017): 0%
Annual: 0.40%
Performance: n/a
 
Asset Allocation
 
Sectoral Breakdown
NewGold
Price
 
Performance to 13 Dec 2019
R1 000 Lumpsum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months -2.07% 979.30 1 003.50
6 Months 7.26% 1 072.60 1 013.30
1 Year 20.73% 1 207.30 1 037.30
3 Years 10.24% 1 339.80 1 143.70
5 Years 8.03% 1 471.70 1 280.10
10 Years 9.18% 2 406.80 1 665.20
 
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months -6.20% 287.78 300.62
6 Months -2.30% 592.00 603.63
1 Year 12.83% 1 286.73 1 222.97
3 Years 11.86% 4 340.76 3 837.73
5 Years 8.28% 7 451.94 6 753.49
10 Years 7.59% 17 995.80 15 595.38
* Values for periods greater than one year are annualised
 
Back to Top

ProfileData has taken care in preparing this information but
does not accept any liability for errors or out-of-date information.
© Copyright Reserved 2019  ]