Global Equity Fund
The portfolio is suited to investors who wish to actively participate in the returns (and are not averse to the risks) of a portfolio diversified through exposure to global equity markets.
The portfolio is suited to investors who wish to actively participate in the returns (and are not averse to the risks) of a portfolio diversified through exposure to global equity markets.
The Sub-Fund aims to provide investors with long term capital growth through investment in equity and equity related securities.
6
$1.8bn
AUM
Article 8
SFDR classification
Nedgroup Investments is a global asset manager with over $20 billion AUM. As an investment-led business, we are dedicated to finding exceptional fund managers and providing the right conditions for them to perform over the long term.
Veritas is an independent asset management company based in the UK whose key investment objective is to deliver long term real returns for clients. Their philosophy combines a global thematic approach with a fundamental research process to construct unconstrained high-conviction portfolios of shares in the best quality companies. Veritas Asset Management was established in 2003 and has managed the Nedgroup Investments Global Equity Fund since 2010.
Class | ISIN | SEDOL | Bloomberg ticker | Minimum investment | SRI rating |
---|---|---|---|---|---|
Class C USD | IE00BKXGF987 | BKXGF98 | NGGEQYC:ID | 4000 | 4 |
Class C GBP | IE00BW0D8860 | BW0D886 | NGCEGBP:ID | 4000 | 5 |
Best of Breed Isle of Man Country Supplement June 2023.pdf
19 Oct 2024
Best of Breed M&A - June 2016.pdf
19 Oct 2024
Best of Breed Remuneration Policy Addendum amendment Feb 2018.pdf
19 Oct 2024
Best of Breed Prospectus.pdf
24 Feb 2025
Best of Breed Remuneration Policy Oct 2017.pdf
19 Oct 2024
Best of Breed UK Country Supplement June 2023.pdf
19 Oct 2024
Global Equity Fund A USD.pdf
28 Feb 2025
Global Equity Fund B USD.pdf
28 Feb 2025
Global Equity Fund C GBP.pdf
28 Feb 2025
Global Equity Fund C USD.pdf
28 Feb 2025
Global Equity Fund D USD.pdf
28 Feb 2025
Global Equity Fund A USD.pdf
28 Feb 2025
Global Equity Fund B USD.pdf
28 Feb 2025
Global Equity Fund C GBP.pdf
28 Feb 2025
Global Equity Fund C USD.pdf
28 Feb 2025
Global Equity Fund D USD.pdf
28 Feb 2025
Global Equity Fund A USD.pdf
28 Feb 2025
Global Equity Fund B USD.pdf
28 Feb 2025
Global Equity Fund C GBP.pdf
28 Feb 2025
Global Equity Fund C USD.pdf
28 Feb 2025
Global Equity Fund D USD.pdf
28 Feb 2025
Global Equity Fund A USD.pdf
28 Feb 2025
Global Equity Fund B USD.pdf
28 Feb 2025
Global Equity Fund C GBP.pdf
28 Feb 2025
Global Equity Fund C USD.pdf
28 Feb 2025
Global Equity Fund D USD.pdf
28 Feb 2025
Global Equity Fund A USD.pdf
28 Feb 2025
Global Equity Fund B USD.pdf
28 Feb 2025
Global Equity Fund C GBP.pdf
28 Feb 2025
Global Equity Fund C USD (INST) UK.pdf
28 Feb 2025
Global Equity Fund C USD.pdf
28 Feb 2025
Global Equity Fund D USD.pdf
28 Feb 2025
Global Equity Fund A.pdf
28 Feb 2025
Global Equity Fund B.pdf
28 Feb 2025
Global Equity Fund C.pdf
28 Feb 2025
Global Equity Fund A USD.pdf
28 Feb 2025
Global Equity Fund B USD.pdf
28 Feb 2025
Global Equity Fund C GBP.pdf
28 Feb 2025
Global Equity Fund C USD.pdf
28 Feb 2025
Global Equity Fund D USD.pdf
28 Feb 2025
Global Equity Fund A.pdf
28 Feb 2025
Global Equity Fund B.pdf
28 Feb 2025
Global Equity Fund C.pdf
28 Feb 2025
Global Equity Fund A.pdf
28 Feb 2025
Global Equity Fund B.pdf
28 Feb 2025
Global Equity Fund C.pdf
28 Feb 2025
Global Equity Fund A.pdf
28 Feb 2025
Global Equity Fund B.pdf
28 Feb 2025
Global Equity Fund C.pdf
28 Feb 2025
Global Equity Fund A.pdf
28 Feb 2025
Global Equity Fund B.pdf
28 Feb 2025
Global Equity Fund C.pdf
28 Feb 2025
Global Equity Fund A.pdf
28 Feb 2025
Global Equity Fund B.pdf
28 Feb 2025
Global Equity Fund C.pdf
28 Feb 2025
PRIIPS KID Performance Scenarios April 2023.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios Dec 2023.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios April 2024.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios Feb 2023.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios Feb 2024.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios August 2023.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios Jan 2024.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios July 2023.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios June 2023.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios March 2024.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios March 2023.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios May 2024.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios May 2023.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios Nov 2023.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios Oct 2023.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios Sept 2023.xlsx
25 Jun 2024
PRIIPS KID Performance Scenarios June 2024.xlsx
14 Aug 2024
PRIIPS KID Performance Scenarios July 2024.xlsx
28 Aug 2024
PRIIPS KID Performance Scenarios August 2024.xlsx
11 Sep 2024
PRIIPS KID Performance Scenarios Sept 2024.xlsx
23 Oct 2024
PRIIPS KID Performance Scenarios Oct 2024.xlsx
20 Nov 2024
PRIIPS KID Performance Scenarios Dec 2024.xlsx
31 Jan 2025
PRIIPS KID Performance Scenarios Jan 2025.xlsx
03 Mar 2025
PRIIPS KID Performance Scenarios Feb 2025.xlsx
28 Mar 2025
PRIIPS KID Performance Scenarios March 2025.xlsx
06 May 2025
PRIIPS KID Performance Scenarios April 2025.xlsx
11 Jun 2025
PRIIPS KID Performance Scenarios May 2025.xlsx
11 Jun 2025
Fund
Performance indicator
Peer group
Past performance is not indicative of future performance and does not predict future returns.
Past performance is not indicative of future performance and does not predict future returns.
No performance data available for the selected share class, please select another.
Recommended minimum: 5 Years
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Nedgroup Investments was awarded for investment excellence at the recent Raging Bull and Profile Unit Trust Awards ceremonies.
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No proxy data available for the fund
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Declaration date | Local dividend | Foreign dividend | Local interest | Foreign interest | Other local | Other foreign | Total (Cents per unit) | Declaration date | Local interest | Total (Cents per unit) |
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In this hard-hitting episode 3 of the value of advice series, Luthando Mzilikazi explores the growing accessibility and trust challenges facing South Africa’s formal savings industry and unpacks five systemic barriers that impact low-income investors, the high cost of poor communication and governance, what providers are doing to restore trust and practical insights for investors navigating the system. She also tackles a critical question: Why are so many South Africans opting out of the formal savings and investment industry? Backed by recent data and real-world insight, this episode explores the growing trust gap between financial institutions and the communities they aim to serve.
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In a world of financial uncertainty, sound advice is essential. The value of advice series, authored and hosted by Luthando Mzilikazi, Regional Manager: Gauteng, explores the power of holistic financial planning for South Africans. In this first episode, Luthando unpacks the real, everyday value a holistic financial advisor can bring, from navigating retirement, tax and estate planning, to helping you make clear decisions in life’s biggest moments. Whether you’re starting your investment journey or reassessing your long-term goals, this series will help you understand why trusted, credible advice matters – now more than ever.
2024 has certainly been a mixed year for sustainability. Top-down forces have undoubtedly been altered as the US voted in a conservative government determined to push the anti-ESG movement.
In this episode, Nic Andrew is joined by Seugnet de Villiers to explore how small, well-placed changes — much like a winning kick in rugby — can dramatically improve retirement outcomes. They unpack a practical framework that helps financial planners focus on the variables that matter most, and discuss how understanding client composure levels can transform communication and decision-making.
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Learn from the best investor of our time with access to 31 full shareholders meetings going back to 1994, 145 hours of video, and over 525 video clips.
The government had forecasted that Two-Pot withdrawals would amount to an estimated tax revenue of R5 billion, but the actual figure was over double that at R11 billion.
In our latest episode of the Nedgroup Investments Insights podcast, Luthando Mzilikazi, Regional Sales Manager for Gauteng, dives into the impact of the recent VAT increase on South African investors. From understanding the direct cost implications to exploring strategies for safeguarding your investments, this episode is packed with actionable insights. Tune in to learn how to adjust your spending, leverage tax-efficient vehicles, and protect your purchasing power during these challenging times.
On Wednesday, 12 March 2025, South Africa's Finance Minister delivered the highly anticipated 2025 Budget Speech, unveiling significant changes and proposals that will impact various sectors of the economy. In this podcast, Denver Keswell, Senior Legal Advisor, covers key takeaways and what it all means from a financial planning perspective. From revisiting the taxation of Collective Investment Schemes (CIS) to addressing the cross-border tax treatment of retirement funds, and the revenue generated from Two-Pot Retirement System withdrawals causing concern for the future of South Africans once they reach retirement, Denver highlights several key areas that will reshape our financial planning strategies. Listen to the full podcast for more insights.
The goal of financial planners is to help their clients make smart decisions that will benefit their financial future.
Nedgroup Investments was awarded for investment excellence at the recent Raging Bull and Profile Unit Trust Awards ceremonies.
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