South African funds for Institutional Investors

The Fund aims to provide investors with long-term capital growth through active stock selection in global equity markets with a focus on mid and large-cap companies across all geographies and sectors.

Suitable for investors seeking high (equity-like) capital growth.

Higher allocation to equities and listed property (around 90% of the fund) compared to a typical balanced portfolio.

Diversification across and within asset classes helps to reduce risk and volatility relative to a general equity portfolio.

Provides low cost exposure to a range of local and global asset classes.

Targets a return after fees of inflation plus 5% to 7% over rolling 7 year periods.

Suitable for investors seeking moderate capital growth.

Diversification across and within asset classes helps to reduce risk and volatility relative to a general equity portfolio.

Provides low cost exposure to a range of local and global asset classes.

Targets a return after fees of inflation plus 4% to 6% over rolling 5 year periods.

Suitable for investors seeking capital appreciation as their primary goal and who do not wish to make complex asset allocation decisions between equities, cash and bonds in global markets.

Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives.

Provides low cost exposure to a range of global asset classes.

Suitable for conservative investors seeking a reasonable level of capital protection.

Potential for capital growth through a low exposure to equity markets relative to the average prudential portfolio.

Provides low cost exposure to a range of local and global asset classes.

Targets a return after fees of inflation plus 2% to 4% over rolling 3 year periods.

The fund aims to maximise interest income above STeFI Composite and money market funds.

Protecting capital is a core focus.

Provide liquidity to investors by investing in low duration fixed income instruments.

The fund is suited to stable or "core" cash, that may be required with 24 hour notice.

The Nedgroup Investment Core SA Equity Fund's primary investment objective is long-term capital growth.

Suited for investors who require exposure to listed South African equity securities.

The fund aims to produce long term capital growth by investing in a broad range of listed developed market equity securities.

This rand denominated fund aims to provide an alternative to call accounts.

Focus on maximising interest income, while protecting capital.

Provides daily liquidity to investors by investing in short-term money market instruments.

The investment mandate of the portfolio is stricter than a typical money market fund.

A specialist portfolio with a primary focus on domestic companies with a mid and small market capitalisation, carrying above average growth potential.

The portfolio may invest in established companies with sound recovery prospects.

A feeder fund invested in an underlying US dollar denominated low equity multi-asset fund, seeking to provide investors with steady medium to long-term capital growth and income, whilst at the same time controlling the level of downside risk.

The fund aims to achieve long term capital growth by investing in a diversified selection of global emerging market equities while being highly focused on capital preservation.

The fund aims to produce long term capital growth by investing in a concentrated selection of high quality global equities primarily domiciled in developed markets.

The fund is a fully flexible, globally diversified portfolio in respect of asset classes, regions and currencies, aiming to produce long-term capital growth.

The fund aims to produce long term capital growth by investing in a concentrated selection of global real estate securities, primarily domiciled in developed markets.

The fund aims to provide a combination of capital growth and income over the long-term by investing in multi-asset fixed income.

A multi-asset fund with the main objective of achieving long term capital growth, while protecting against capital loss. Returns are expected to be delivered through capital growth and moderate levels of income distributions.

This rand denominated fund aims to provide an alternative to call accounts.

Focus on maximising interest income, while protecting capital.

Provides daily liquidity to investors by investing in short-term money market instruments.

The Nedgroup Investments Multi-Managed Future Focus Equity Fund is a pure SA listed equity unit trust fund designed to maximise long-term capital growth, while prioritising transformation, inclusivity, and sustainability.

It seeks to transform the South African collective investment scheme industry with a future-focused approach, whereby transformed managers with a strong focus on diversity in thought, demonstrate that investing responsibly and incorporating sustainability into the investment process, does not compromise on investment performance.

This rand denominated fund aims to provide an alternative to call accounts.

Focus on maximising interest income, while protecting capital.

Provides daily liquidity to investors by investing in short-term money market instruments.

The investment mandate of the portfolio is stricter than a typical money market fund.

The primary investment objective of the fund is long-term capital growth.

Suited for investors who require exposure to listed South African equity securities.

Steady growth of capital with short-term capital losses.

We follow a specialist building block approach.

Tactical asset allocation positions are implemented based on our views.

We employ a pragmatic approach to manager selection.

Passive exposure maintained at between 15% and 25%.

Steady growth of capital with short-term capital losses.

We follow a specialist building block approach.

Tactical asset allocation positions are implemented based on our views.

We employ a pragmatic approach to manager selection.

Passive exposure maintained at between 15% and 25%.

Steady growth of income and capital with minimal levels of capital losses.

We follow a specialist building block approach.

Tactical asset allocation positions are implemented based on our views.

We employ a pragmatic approach to manager selection.

Passive exposure maintained at between 15% and 25%.