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
Nedgroup Investments Media Roundtable: “Not another outlook”
With consensus views already established for 2026, Nedgroup Investments gathered journalists in London for a different kind of outlook, focused on underappreciated opportunities, crowded assumptions and risks investors may be too relaxed about.
Nedgroup Investments Media Roundtable: “Not another outlook”
Culture will trump strategy for wealth and asset managers
In an industry being reshaped by fee pressure, operating complexity and AI, strategy alone won’t deliver an edge. Apiramy Jeyarajah argues that for wealth and asset managers, culture is the real advantage.
Culture will trump strategy for wealth and asset managers
The virtues of small: Why (and how) boutiques can outperform
The investment industry still equates scale with success. But the evidence suggests that, in places where active management can thrive, smaller, owner-led boutiques often have structural advantages, argues Tom Caddick.
The virtues of small: Why (and how) boutiques can outperform
The Case for Boutique Asset Managers
Smaller, specialist firms offer agility, deep expertise, and a client-first mindset - qualities we think tend to lead to outperformance.
The Case for Boutique Asset Managers
Financing the AI Boom – what are the risks for credit investors
A look at the AI spending boom and how it affects credit investors.
Financing the AI Boom – what are the risks for credit investors
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 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.