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Investment managers

Nedgroup Investment Advisors, null

Nedgroup Investment Advisors

Nedgroup Investments Multi-Manager is a dedicated asset management division within Nedgroup Investments that consists of a diverse team of investment professionals based in Cape Town and London. We specialise in asset allocation and fund manager research and base our investment decisions on fundamentally-driven research.

Risk profile

Low risk High risk
The greater the amount of risk an investor is willing to take on the greater the potential return

Minimum investment

Lump sum: R10 000* Debit order: R250* The R250 minimum is only for UT and TFI products. The minimum for products such as retirement annuity, endowments, pension preservations and provident preservations is R500.

Recommended minimum period

5 years

Inception date

31 December 2015

Asisa category

(ASISA) South African MA Medium Equity

Benchmark

SA Inflation + 4%

Performance (since inception)

Past performance is not indicative of future performance and does not predict future returns.

Annual fees and charges

excl VAT incl VAT
Fund management fee 1.19% 1.37%
+
Fund expenses 0.24%
Total expense ratio 1.61%
+
Fund transacting costs 0.09%
Total investment charges 1.70%

Price as at eac View all prices

Fund price Market change Unit count
5 526.37 0.41% 1 951 039.9796

Income distribution

Cents per unit Latest date Frequency
37.86 31 March 2025 Quarterly

Downloads

Fact sheet
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