Steady growth of capital with short term capital losses.
Equally weighted blend of five multi-asset funds.
80% allocation to active + 20% allocation to passive.
Diversified across asset classes and investment styles.
Rebalanced quarterly.
Medium
Lump sum
R10 000
Debit order
R250
ASISA Sector
South African - Multi Asset - High Equity
Inception date
01 August 2006
Benchmark
SA Inflation + 5%
Nedgroup Investments Multi-Manager is a dedicated asset management division within Nedgroup Investments that consists of a diverse team of investment professionals based in Cape Town and London. We specialise in asset allocation and fund manager research and base our investment decisions on fundamentally driven research.
Benchmark
SA Inflation + 5%
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
We are excited to launch Sustainable Returns with David Levinson, a new podcast series by Nedgroup Investments exploring the intersection of finance, sustainability and responsible investing. In the first episode, David Levinson, Head of Responsible Investment, begins with a reflection of where we are and where we are going on the path towards sustainability, and he explores the financial and societal costs of climate-related disasters. 2024 proved that extreme weather events are no longer distant risks, they are here and reshaping economies. From the rise of catastrophe bonds to the investment opportunities in resilient infrastructure and renewable energy, this episode unpacks how investors can navigate and respond to the economics of a changing climate.
Not sure where to start? We’ve got you covered. With the “Help Me Find Market Investments” feature on the Nedbank MoneyApp, you can discover the right investment for your goals - backed by decades of real market data. Get personalised guidance, explore long-term investment options and start smart, even if you’re unsure.
Already know what you want? Take control of your financial future with Nedgroup Investments. Whether it’s a unit trust, tax-free investment, or retirement annuity, investing with us on the Nedbank MoneyApp makes it easy to invest for growth. Choose your funds, set your contribution and start investing today.
Artificial Intelligence (AI) is reshaping industries everywhere, and financial advice is no exception. In this episode of the Value of Advice, Luthando Mzilikazi, Regional Manager: Gauteng, looks at how AI tools are changing the way advisors and clients interact, from data-driven insights to personalised investment strategies. But can AI replace human advice? Or is the future about expertise supported by smart technology? Tune in as Luthando explores how AI is redefining trust, relationships, and the value of financial advice.
Your relationship with your financial advisor matters and the type of advisor you choose can shape your entire financial journey. In episode 4 of the Value of Advice, Luthando Mzilikazi, Regional Manager for Gauteng, unpacks the difference between tied and independent advisors in South Africa, and why the choice is about more than just products. Listen now to discover what each model offers and how they align with different investor personalities. The right match between you and your advisor can bring clarity, confidence and long-term success.
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.
No proxy data available for the fund
Investee company | Share code | Event type | Date |
---|---|---|---|
- | - | - | - |
Number | Resolution | Vote | Result |
---|
Class | Fund price | Market change | Unit count |
---|
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) |
---|
An Active manager has had at least 9 opportunities to make double the return of a passive alternative.
The Japanese sovereign bond market makes up around 15% of the Global Bond market yet many investors have studiously avoided it - until now.
Brian Selmo recently joined Morningstar’s The Long View podcast to share deep insights into the team’s investment philosophy and process.
The personal luxury goods industry has compounded at 6% annually over the past 15 years, consistently outpacing global GDP.
In an industry increasingly shaped by artificial intelligence and digital innovation, one principle endures: asset management is fundamentally a human business.
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.
For a better experience of the Nedgroup Investments website, please try the latest version of these browsers