The fund is a fully flexible, globally diversified portfolio in respect of asset classes, regions and currencies, aiming to produce long-term capital growth.
Medium - High
Lump sum
R10 000
Debit order
R250
ASISA Sector
Global - Multi Asset - Flexible
Inception date
01 November 2003
Benchmark
ASISA Category Average
First Pacific Advisors (FPA) is an independently owned asset management company based in Los Angeles, California. The FPA Contrarian Value strategy, on which the Global Flexible Fund is modelled, has been running since 1993. The investment team dedicated to this strategy has extensive experience with the capability to invest around the world and across a wide spectrum of asset classes. FPA has managed the Global Flexible Fund since 2013.
Benchmark
ASISA Category Average
Inflation
Current inflation rate
Cash
Cash investment, e.g. bank account
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
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.
Not all advice is good advice, so how do you pick the right financial advisor and protect your future? In episode 2 of the value of advice series, Luthando Mzilikazi, Regional Manager: Gauteng, breaks down how to evaluate credibility, transparency and trust before choosing a financial advisor and trusting them with something as personal and important as your financial wellbeing. Listen to the full episode to learn more about what to expect in your first meeting with an advisor, which qualifications are important, the cost of good and fair advice and more insights.
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.
Tackling the global water crisis requires a multifaceted approach that integrates infrastructure development, technological innovation, governance reforms, and community engagement.
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.
Celebrating a decade of tax-free investing in South Africa and looking forward to many more decades of smart and savvy investing. Start your journey towards financial success today.
Join Denver Keswell and Seugnet de Villiers on the Nedgroup Investments Insights podcast as they celebrate 10 years of Tax-Free Investment (TFI) accounts in South Africa. Discover the benefits of TFIs, how to choose the right fund, and why it's never too late to start investing. Whether you're saving for education, retirement, or other long-term goals, this episode is packed with valuable insights to help you grow your wealth tax-free.
Read more insights from the Nedgroup Investments Summit, hosted from 27 – 29 January 2025 in Cape Town, Johannesburg, Pretoria and Durban respectively.
Retirement is your time to savour life's simple pleasures and make the most of your hard-earned savings.
As your needs change it is important to adapt your investment strategy as retirement approaches, taking into account your risk tolerance and financial objectives.
Retirement might seem like a distant dot on the horizon when you're in your twenties and thirties, just beginning your career. But as countless financial experts will tell you, it's never too early to start planning for your golden years.
Why pay unnecessary taxes when you can invest tax-free? Discover how Tax-Free Investments can help you save more and grow your wealth faster. With Nedgroup Investments, you can benefit from the compounding effect and additional savings, making a significant impact over time. Access your investment anytime, and contribute up to R36 000 per tax year, with a lifetime limit of R500 000. Whether through monthly debit orders or lump sum payments, watch your investment grow effortlessly. 👨👩👧👦 Invest for the whole family and open Tax-Free Investments accounts for every family member in just a few easy steps on our digital investment platform. Invest now.
A short interview with Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund as he talks about how his investment approach as a value investor has changed over time.
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Off the back of weak US CPI data, the UST market has rallied. Perhaps the death of American assets has been exaggerated?
The sharp steepening of the US yield curve, where 30-year bond yields now exceed 5-year yields by over 1%, signals rising investor concern over fiscal sustainability, inflation, and recession risk.
Tackling the global water crisis requires a multifaceted approach that integrates infrastructure development, technological innovation, governance reforms, and community engagement.
The Nedgroup Investments Global Flexible Fund has won the 2025 Lipper Award in Europe, Germany, Switzerland and France.
Another quarter closes and we all look to which assets flew and which flagged. It was the somewhat heavy, ungainly gold that was one of the key fliers, rising 19% in USD terms for its best quarter since 1986.
In times of market volatility we believe in communicating quickly and openly. In response to the tariff moves and reactions our team had various media engagements.
David Roberts and Alex Ralph, co-portfolio managers of the Nedgroup Investments Global Strategic Bond Fund, discuss their optimistic outlook for global bonds in 2025. They reflect on 2024’s performance, portfolio strategy, and market risks while highlighting opportunities in government and corporate bonds amidst economic uncertainty.
Hear from Alex Ralph and David Roberts, co-portfolio Managers of the Nedgroup Investments Global Strategic Bond Fund as they outline which areas of the market they are avoiding in 2025.
Hear from Alex Ralph and David Roberts, co-portfolio Managers of the Nedgroup Investments Global Strategic Bond Fund as they outline where they see opportunities in 2025.
Hear from Alex Ralph and David Roberts, co-portfolio Managers of the Nedgroup Investments Global Strategic Bond Fund as they outline what they expect from bond markets in 2025.
Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund.
A candid interview clip of Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund as he talks about how the macro analysis fits into the FPA investment process.
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