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Balanced Fund
The Nedgroup Investments Balanced Fund is a Regulation 28 compliant multi-asset class portfolio. The fund primarily equities, bonds, cash and listed property, in South Africa and offshore.
Reasons to invest
Agile investment approach to asset allocation and security selection through rapid implementation of ideas across market conditions | Risk-aware with a focus on risk management and capital protection to ensure steady returns at optimal levels of risk | Depth of experience with a team of portfolio managers each with over 25 years of investment experience, having delivered excellent long-term returns through multiple market cycles
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 Balanced Fund is suitable for investors whose primary goal is long-term capital appreciation while minimising risk and those looking for balanced exposure to both domestic and offshore assets. This fund is managed in accordance with Regulation 28 and suitable for retirement portfolios
Proxy voting
- 2024
- 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
Three overlooked stocks with long-term growth potential
In today’s environment of elevated uncertainty and short-term noise, the Nedgroup Investments Contrarian Value Equity Fund offers a clear alternative for long-term investors.
Three overlooked stocks with long-term growth potential
Turning volatility into opportunity
As interest rate expectations continue to shift across G7 economies, bond markets have responded with sharp and often unpredictable moves. The Nedgroup Global Strategic Bond Fund has navigated this volatility with discipline, agility, and a clear focus on value.
Turning volatility into opportunity
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.
Global Quarterly Roundup | Q3 2025 | Global Property 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 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 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.
Private Credit: Popular, Complex, and NOT Where We’re Taking Risk Today
Outlook for bonds in Q4 2025
David Roberts, Co-Portfolio Manager of the Global Strategic Bond Fund, gives his views on what to expect in the global bond market.
Outlook for bonds in Q4 2025
UK Government Bonds - A gift for the active manager?
An Active manager has had at least 9 opportunities to make double the return of a passive alternative.
UK Government Bonds - A gift for the active manager?
Why I'm buying Japanese Government Bonds
The Japanese sovereign bond market makes up around 15% of the Global Bond market yet many investors have studiously avoided it - until now.
Why I'm buying Japanese Government Bonds
Winning by Not Losing in the Nedgroup Contrarian Value Strategy
Brian Selmo recently joined Morningstar’s The Long View podcast to share deep insights into the team’s investment philosophy and process.
Winning by Not Losing in the Nedgroup Contrarian Value Strategy
The Humble Brag: Durable, Contrarian and LeBron James
The personal luxury goods industry has compounded at 6% annually over the past 15 years, consistently outpacing global GDP.
