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NewGold Summary Fact Sheet
South African--Equity--Resource
 
Technical Overview
Formation Date: 1 Nov 2004
Holdings: 1
Original Price: n/a
Pricing System: Forward
 
Price
 
Management
 NewGold Securities
This fund is managed by NewGold Managers (Pty) Ltd
 
Ranking
Sector: South African-Equity-Resource
Fund Size: R15 953 189 322 (as at 30 Jun 2021)
Sector Rank: 9 out of 9
(lump sum over 1 years to 31 Aug 2021)
Overall Rank: 1343 out of 1345
(lump sum over 1 years to 31 Aug 2021)
R1000 invested on 31 Aug 2020 was worth R786.42 on 31 Aug 2021 (-21.36% annual compound return)
R100 per month since 31 Aug 2020 was worth R1 139.36 on 31 Aug 2021 (-9.61% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
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.
 
Top Holdings on 30 Jun 2021
Share No Units Value (Rm) % of Fund
Totals   0.00 0.00%
 
Comparative Performance
 
Portfolio Structure as at 30 Jun 2021
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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