Flexible Income Fund
The Nedgroup Investments Flexible Income Fund is a multi-asset fund with flexibility to invest in a diversified range of domestic and offshore fixed income asset classes. The fund invests beyond traditional fixed income, money market and bond assets to add value.
Reasons to invest
The fund aims to provide stable capital growth over time by generating returns 1-2% above typical money market funds over an investment cycle | Aims to achieve money market beating returns with the lowest volatility possible and does this by actively buying downside protection to prevent large capital losses which erode long-term returns | Strong emphasis is placed on risk management. The fund aims to provide consistency through a stable return profile
Specific fund risks
Equity and property investments are volatile by nature and subject to potential capital loss | Fixed income instruments, including corporate and government bonds, may experience capital loss in the event that an issuer defaults on their interest or principal payments | The portfolio may be subject to currency fluctuations due to its international exposure
Suitable for
The Flexible Income Fund is suitable for investors who are looking for consistency in terms of capital growth and capital protection and have an average level of risk average and a low tolerance for capital losses. Investors looking to draw a regular income and require stability may invest in this fund
Proxy voting
- 2023
- 2022
- 2021
- 2020
- 2019
- 2018
| 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) |
|---|
Latest investment insights
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Global Quarterly Roundup | Q3 2025 | Global Property Fund
Watch as Anil Jugmohan, Senior Investment Analyst, and Robert Promisel, portfolio manager of the Nedgroup Investments Global Property Fund, unpack the fund’s performance in Q3 2025. Discover key insights, market trends, and strategic decisions that shaped the fund’s outcomes this quarter.
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Global Quarterly Roundup | Q3 2025 | Global Flexible Fund
Watch as Anil Jugmohan, Senior Investment Analyst, and Brian Selmo portfolio manager of the Nedgroup Investments Global Flexible Fund, unpack the fund’s performance in Q3 2025. Discover key insights, market trends, and strategic decisions that shaped the fund’s outcomes this quarter.
Global Quarterly Roundup | Q3 2025 | Global Flexible Fund
Global Quarterly Roundup | Q3 2025 | Global Emerging Markets Equity Fund
Watch as Anil Jugmohan, Senior Investment Analyst, and Brian Coffey, portfolio manager of the Nedgroup Investments Global Emerging Markets Equity Fund, unpack the fund’s performance in Q3 2025. Discover key insights, market trends, and strategic decisions that shaped the fund’s outcomes this quarter.
Global Quarterly Roundup | Q3 2025 | Global Emerging Markets Equity Fund
Global Quarterly Roundup | Q3 2025 | Global Strategic Bond Fund
Watch as Anil Jugmohan, Senior Investment Analyst, and Alex Ralph, portfolio manager of the Nedgroup Investments Global Strategic Bond Fund, unpack the fund’s performance in Q3 2025. Discover key insights, market trends, and strategic decisions that shaped the fund’s outcomes this quarter.
Global Quarterly Roundup | Q3 2025 | Global Strategic Bond Fund
Private Credit: Popular, Complex, and NOT Where We’re Taking Risk Today
Our Global Strategic Bond Fund has material constraints hard coded into its prospectus - which provide comfort in times of stress.