| 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.
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| Management |
| NewGold Securities |
This fund is managed by NewGold Managers (Pty) Ltd
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| Comparative Performance |
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| 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 (31 Dec 2020): |
0.30% |
| Perf Fee TER (31 Dec 2020): |
0% |
| Annual: |
0.30% |
| Performance: |
n/a |
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Asset Allocation |
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Sectoral Breakdown |
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| NewGold |
| Price |
 |
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| Performance to 6 Dec 2023 |
| R1 000 Lumpsum (NAV-NAV Incl. Dividends) |
| Period |
Return |
Value(R) |
Inflation(R) |
| 3 Months |
3.45% |
1 034.50 |
1 020.80 |
| 6 Months |
1.08% |
1 010.80 |
1 034.60 |
| 1 Year |
23.99% |
1 239.90 |
1 064.50 |
| 3 Years |
10.62% |
1 353.80 |
1 219.90 |
| 5 Years |
16.37% |
2 134.40 |
1 309.30 |
| 10 Years |
11.17% |
2 883.90 |
1 713.00 |
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| R100 per Month (NAV-NAV Incl. Dividends) |
| Period |
Return |
Value(R) |
Inflation(R) |
| 3 Months |
6.31% |
312.79 |
303.90 |
| 6 Months |
8.73% |
631.32 |
613.27 |
| 1 Year |
13.95% |
1 294.68 |
1 245.44 |
| 3 Years |
15.00% |
4 568.02 |
3 995.64 |
| 5 Years |
12.85% |
8 444.58 |
6 969.45 |
| 10 Years |
11.55% |
22 615.26 |
15 531.13 |
| * Values for periods greater than one year are annualised |
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