Key insights from our 2024 RI Report
Key insights from our 2024 Responsible Investment Report
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.
The water paradox
Tackling the global water crisis requires a multifaceted approach that integrates infrastructure development, technological innovation, g...
The Warren Buffet MBA
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 52...
The hidden cost of Two-Pot withdrawals
The government had forecasted that Two-Pot withdrawals would amount to an estimated tax revenue of R5 billion, but the actual figure was ...
Overcome the fear of loss in investing
The goal of financial planners is to help their clients make smart ...
Celebrating excellence
Nedgroup Investments was awarded for investment excellence at the recent Raging Bull and Profile Unit Trust Awards ceremonies.
Savvy savings: A decade of tax-free investing
Celebrating a decade of tax-free investing in South Africa and looking forward to many more decades of smart and savvy investing. Start y...
Time to read: 3 min
2025 Nedgroup Investments Summit
Read more insights from the Nedgroup Investments Summit, hosted from 27 – 29 January 2025 in Cape Town, Johannesburg, Pretoria and Durban...
Making the most of retirement
Retirement is your time to savour life's simple pleasures and make the most of your hard-earned savings.
Elevate your retirement plan
As your needs change it is important to adapt your investment strategy as retirement approaches, taking into account your risk tolerance ...
Building your nest egg
Retirement might seem like a distant dot on the horizon when you're...
Give Your Child the Gift of Education
Learn how a Tax-Free Investment account in South Africa can help you save for your child's education. Discover the benefits of Tax-Free I...
Core Chartbook 2024: Trends in cost and rel...
A deeper look at costs and performance across the local and global CIS industry with a focus on rules-based funds.
Time to read: 5 min
Core Chartbook 2024: Asset managers, fund g...
An overview of who manages the bulk of the rules-based assets in South Africa and globally and the trends driving flows in the industry.
Core Chartbook 2024: Trends in rules-based ...
A look at developments in rules-based investing across the local and global landscape.
Core Chartbook 2024: Long-term trends in th...
Our annual insights into trends in the local and global CIS industry.
Two-pot retirement system: Everything you need
The two-pot retirement system has been in effect since 1 September ...
US small caps simply cannot be ignored
Louis Hutchings, multi-asset investment analyst at Nedgroup, on the enduring appeal of US small caps.
Time to read: 3 min
Nedgroup Investments SA Equity Fund: 10 yea...
Nedgroup Investments SA Equity Fund: 10 years of consistency
Ralph and Jeyarajah on the boutique advantage
Read this published article that brings the story of the return of Roberts and Ralph to life.
Value versus growth
People often hear value investing and assume it’s just an investmen...
A parent’s guide to tax-free investing
Seugnet de Villiers, Multi-Manager Investment Analyst
Time to read: 6 min
The value of advice
Catherine Robberts - Business Development Manager: Key Accounts
The power of diversity and inclusion
In the dynamic world of asset management, we often find ourselves on a challenging ascent resembling the act of climbing a mountain. It i...
Tackling history: How rugby shaped South Af...
How can three rugby matches define the soul of a nation? Welcome to...
Sports and Investing: The relationship of s...
The worlds of sports and investing seem different at first glance but looking further shows they share attributes that contribute to thei...
The Success Story of the FPA Contrarian Val...
Insight from Steven Romick, Sub-investment advisor of the Nedgroup Investments Global Flexible Fund
Time to read: 3 min
Investment Lessons from Three Decades of Ex...
Steven Romick, Sub-investments Manager of the Nedgroup Investments Global Flexible Fund reflects on 10 years of managing the fund
Pack your bags: Investing is your ticket to ho
Investing in unit trusts is your gateway to turning your dream into reality! It's not just about saving; it's about making your money wor...
Fuel your dreams with a unit trust investment
The road to owning your dream car is wide open, and Nedgroup Investments is here to help you get there through the power of investing in ...
Rainy days, sunny savings: Unit trusts to the
Unit trusts can be a great way to save for rainy days. In this arti...
Live your golden years in your dream home w...
Are you dreaming of retiring in your dream house? You're not alone! Many people aspire to own a comfortable, secure home where they can e...
Unlock your dream home with unit trusts
Embarking on the journey to your very own first home is a thrilling adventure, and the good news is that it's not as daunting as it may s...
Time to read: 2 min
Empowering parents: a guide to saving for y...
As loving parents, we all aspire to provide our children with the best education possible. Yet, we can't deny that the rising costs of sc...
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Subsequent Lessons from the Past, Insights ...
Reflecting on the past two decades in the investment industry, and the significant changes that have occurred, can be extremely useful in...
Achieve Maximum Returns with Minimal Risk: ...
In recent years, cash, often considered a passive asset class, has undergone a remarkable resurgence, establishing itself as a formidable...
Navigating booms and busts in China
Given the wide dispersion of country returns in emerging market equ...
Stewardship and the Berkshire Hathaway example
Stewardship has always been something we obsess about at Nedgroup Investments and is one of the three pillars that we base our strategy on
King of cash who also helped build the prop...
Nedgroup Investments was a latecomer to money market money funds when Sean Segar and Ian Ferguson launched the cash solutions business in...
Time to read: 5 min
Bank sub-debts write downs within regulator...
Rashaad Tayob, multi-counsel Portfolio Manager of the Nedgroup Investments Stable Fund and a member of the Foord investment team, says re...
Nedgroup Investments delivering on expansio...
Nedgroup Investments is pleased to announce the appointment of Apiramy Jeyarajah as Chief Commercial Officer for the International busine...
Nedgroup Investments wins double award at t...
Nedgroup Investments took top honours at this year’s annual Morningstar awards – with two funds winning their categories.
Top honours awarded to the Nedgroup Investm...
The Nedgroup Investments Opportunity Fund was named the Best South ...
The next ‘Next Big Thing’ is here - and wha...
Every now and then, a technology arrives that immediately catches your attention and stretches your mind around its potential implication...
Budget 2023 – key take-outs for financial p...
Key take-outs from the Budget 2023 speech.
Time to read: 5 min
China, India and LATAM, a combination of re...
NS Partners, Sub-investment managers of the Nedgroup Investments Global Emerging Markets Equity Fund, says that while they are positive o...
We don't want managers with fad funds,' say...
The head of an asset manager that selects other investors to manage its products says the best active managers only manage a few investme...
Why Foord thinks China is the place to be i...
Brian Arcese, Global Portfolio Manager at Foord Asset Management discusses his expectations for 2023 and why Foord thinks China is presen...
Hope is not a strategy – we have to have a ...
Nick Balkin talks about investing in SA amidst the current threats ...
Nedgroup Investments in the news
Take a look at some of our recent media coverage
Market shocks and geo-politics impacting th...
At the midpoint in the lifetime of the United Nations Sustainable Development Goals, the release of the annual Nedgroup Investments Respo...
Time to read: 3 min
7 uncertainties affecting investment outcom...
2022 has been the year that kept on giving – especially when it comes to shocks and volatility.
When the going gets tough… find out what ki...
As at the end of the third quarter, global equities were down 25% for the year, global property was down almost 30% and global bonds (tra...
Global REITs presenting investment opportun...
Headwinds abound. With the effects of global geo-politics and rising rates being felt across all markets, there has been nowhere to hide ...
Why we focus on getting the big calls right
Remarkably, the Stable Fund ended that tumultuous fifteen-month per...
Are money market funds too good to be true?
The first money market funds were launched in South Africa in the 1980’s and since then, the industry has grown to exceed R360b.
South African based asset manager makes glo...
Nedgroup Investments International announces Tom Caddick as new Managing Director
Time to read: 2 min
Currencies, bonds and beating inflation: Wh...
Investment Analyst, Anil Jugmohan spoke to Fund Managers of the Nedgroup Investments Stable Fund – Dave Foord and Rashsaad Tayob, about t...
Staying stable amidst uncertainty
How do we deal with the uncertainty in the world today? We diversify.
The basics of investing in shares
Investing in shares, which are generally referred to as equity securities in the financial world, represent an ownership interest in a pu...
Is Eastern Europe really uninvestable?
As the ongoing war between Ukraine and Russia and the power crunch ...
The secret about sequence of returns
New research conducted by Nedgroup Investments has debunked the idea of sequencing of return risk, and traditional methods to mitigate it.
The basics of bond investments
Bonds are loans to the government, (e.g., bonds issued by the South African government) government-like institutions/parastatals and corp...
Time to read: 5 min
What is a cash investment?
Investing in cash can be useful for short periods of time, or to have as an “emergency fund” for unforeseen expenses as it is very access...
The art of market exploitation
One of the principles of Truffle Asset Management’s philosophy is that the “market is efficient over the long-term”, however there are ma...
Navigating the behavioural complexities of ...
Responsible Investing (RI) is growing and approaching maturity, and complexities around how it is perceived, interpreted and communicated...
Why FPA doesn’t try to predict where inflat...
There will always be uncertainty when it comes to predicting the co...
Then and now: 5 trends affecting asset mana...
Nic Andrew, Executive Head of Nedgroup Investments spoke to clients attending our annual Global Investments Summit held in London in June...
How to set SMART goals
The first step to achieving investment success is to have clear goals and a sound financial plan in place.
Time to read: 3 min
What is inflation?
Inflation is defined as a sustained increase in the price of goods and services. It is measured as an annual percentage increase.
Avoiding the debt trap
Most ordinary South Africans live from pay-cheque to pay-cheque.
The best time to start saving
The best time to start saving was 20 years ago. The second-best time is NOW.
Early access to your retirement savings
In December 2021 Treasury released a paper called “Encouraging Sout...
Top tips to help you plan for your retirement
Having a readiness plan is priceless for your peace of mind when planning for your retirement.
How to start investing
For many people, investing can feel like an unsafe and expensive exercise that only high-income earners can afford.
Time to read: 3 min
Why should I invest in a Tax-Free Investment?
A Tax-Free Investment (TFI) is a savings plan that can be used for a variety of objectives such as retirement, saving for your child’s ed...
The Nedgroup Investments Opportunity Fund -...
The Nedgroup Investments Opportunity Fund is managed to achieve two primary objectives: we aim to deliver returns of CPI + 5% (the return...
Russia country profile
With Russia’s invasion of Ukraine by land, sea and air resulting in the biggest attack on a European state since WWII, sanctions against ...
Nedgroup Investments Global Cautious Fund -...
As global central banks begin to scale back monetary stimulus, whic...
Nedgroup Investments Global Behavioural Fun...
The last shock (COVID-19) feels like it is over. The new shock (Russia’s invasion of Ukraine) has just begun.
Budget Speech 2022 - Budget proposals
A snapshot of the proposed changes that Treasury intends implement soon
Time to read: 5 min
Managing risks in an increasing interest ra...
Last year, the Nedgroup Investments Opportunity Fund delivered an impressive 31% return for the year - outperforming the ASISA Multi-Asse...
Review and Outlook of Liquidity Trends
Global monetary indicators have weakened further over the last three months and are signaling a slowdown in economic momentum during H1 2...
Life sciences sector: resilient return prof...
The Covid pandemic had a massive effect on the global commercial real estate market
Biodiversity dominating the ESG agenda in 2022
Biodiversity, the most complex and intricate feature of life on ear...
Hot commodities – what’s the outlook for ‘d...
While the world has undoubtedly pivoted towards embracing renewable energy and will slowly reduce our reliance on fossil fuels, there are...
A wish list for 2022 to get our country to ...
As an optimist, and of course wanting South Africa to succeed, I am still hoping we can get the country on a path of rapid economic growt...
Time to read: 7 min
Lesson #3 – Don’t be a fool
Charlie Munger, the legendary 97-year-old investor and billionaire partner to Warren Buffett is renowned for his multi-disciplinary intel...
Investment themes to watch in 2022
2021 has been largely characterised by the staggered re-emergence of markets and economies from the effects of the Covid-19 pandemic, and...
Children pay for their parents' bad financi...
Children are likely to repeat their parents' bad financial habits and the cycle must be broken.
Consider the impact that your financial dec...
Making financial decisions can be a very challenging decision - but...
Price matters – even if you have the best b...
You can buy the best business in the world and still pay too much for it.
Don’t ignore global REITs as an effective i...
As concerns around global inflation grow, there is a common belief that property investments will suffer in this environment, especially ...
Time to read: 3 min
Lessons learnt from 10 years of managing on...
After 10 years of consistent performance, ranking second in the peer category group over the period, we asked Fund Manager, Iain Power to...
What happens when you print money?
Money printing has been around for some time – since the GFC – but what we have seen is a massive acceleration since the Covid pandemic.
Three big investments themes you should be ...
If you are not already scanning the investments universe for winners in the space of big data and AI, Next-gen Healthcare and suppressed ...
How we find the top investment managers in ...
Identifying good, independent managers has been central to our succ...
Why this fund manager is optimistic amidst ...
While many analysts and investors see reason to be cautious at the moment, Jeremy Lang, Fund Manager of the Nedgroup Investments Global B...
Habit: the key to helping clients make bett...
Contrary to popular opinion, willpower is not enough to establish a sustainable habit
Time to read: 2 min
Why we are positive about China – EM Invest...
While there has been a lot of noise in the system about recent policy announcements and implementation thereof by the Chinese Government,...
The Silk Road – a bumpy ride ahead?
A look at the potential impact of recent announcements from the Chinese Government on Chinese investments
Global Emerging Markets Equity Fund comment...
Comments on China Education Group
Decisions based on recent performance
Mistakes can and do happen no matter how good you are.
Great risk-adjusted returns
Investors should rightfully pay attention to the numerous potential risks before they consider an investment.
Performance vs inflation +4%
Inflation beating returns while avoiding capital losses
Time to read: 4 min
When does it pay to be conservative?
Inflation beating returns while avoiding capital losses
Excellent returns through asset allocation
Navigating capital market risk events
Uncomfortably comfortable
Steven Romick is a Portfolio Manager at First Pacific Advisors, the...
REITerating Fundamentals
Marco Colantonio is a Portfolio Manager at Resolution Capital, the managers of the Nedgroup Investments Global Property Fund discusses t...
The only free lunch in town?
Nick Balkin is a Portfolio Manager at Foord Asset Managers, the manager of the Nedgroup Investments Stable Fund discusses how diversifica...
Time to read: 7 min
Tour de opportunity
The Nedgroup Investments Opportunity Fund just finished the 10th stage of its race.
The Great Rotation
In this month’s edition of the Balanced Perspective, we look to go behind the trends we are witnessing and gain further perspective of bo...
Investment Insights: SA Equities – uncoveri...
South African equities have been one of the standout performers in global investment markets this year. Is there still value in the marke...
The 6 South African investor archetypes
Six investment personality archetypes that could give investors and...
Investing in a post-covid world
We chatted to Dave Foord about his views on investing in a post-covid world and where the opportunities will be as well as what he thinks...
Why talking about ‘Value versus Growth’ is ...
People often hear value investing and assume it’s just an investment with a low P/E ratio, or owning the shares of a proven business in p...
Time to read: 4 min
The Balanced Perspective
Iain Power of Truffle Asset Management, in a Q&A with David Levinson, discusses whether we will see real inflation hit our wallets and th...
Nedgroup Investments behavioural survey
Nedgroup Investments has released the findings from its Nedgroup Investments Financial Personality Survey
Just and equitable growth in South Africa
Tracey Davies, the Executive Director of Just Share, a leader in shareholder activism in South Africa, discusses gender and pay inequality
Why diversity is good for everyone
David Levinson, Senior Investment Analyst at Nedgroup Investments, ...
Why diversity does not always result in inc...
Fadzi Whande, a Diversity and Inclusion strategist for the United Nations, shares her insights into why diversity does not always result ...
Investment Insights: Disruption and evoluti...
Ian Anderson CIO at Counterpoint Asset Management; portfolio manager of the Nedgroup Investments Property Fund, discusses the extreme lev...
Time to read: 4 min
Global Emerging Markets Fund Quarterly Feed...
Ian Beattie is a Portfolio Manager at NS Partners, the managers of the Nedgroup Investments Global Emerging Markets Fund. Ian provides an...
Global Flexible Fund Quarterly Feedback – B...
Brian Selmo is a Portfolio Manager at First Pacific Advisors (FPA), the managers of the Nedgroup Investments Global Flexible Fund. Brian ...
Global Cautious Fund Quarterly Feedback – R...
Tony Cousins is the CEO and CIO at Pyrford International, the managers of the Nedgroup Investments Global Cautious Fund. Tony provides an...
Global Equity Fund Quarterly Feedback – Wha...
Andrew Headley is a Portfolio Manager at Veritas Asset Management, ...
Global Behavioural Fund Quarterly Feedback ...
Jeremy Lang is a Portfolio Manager at Ardevora Asset management, the managers of the Nedgroup Investments Global Behavioural Fund. Jeremy...
Post-Covid portfolios need global REITs
Julian Campbell-Wood is a Portfolio Manager at Resolution Capital, the managers of the Nedgroup Investments Global Property Fund provides...
Time to read: 5 min
Stability through divergent inflation scena...
Nick Balkin is a Portfolio Manager at Foord Asset Management, the managers of the Nedgroup Investments Stable Fund. Nick discusses how to...
How to enhance low cash yields
Philip Liebenberg is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Flexible Income Fund. Philip takes...
Cash management during a pandemic
Sharika Salie is a Portfolio Manager at Taquanta Asset Management, the managers of the Nedgroup Investments Core Income Fund. Sharika dis...
Why US inflation matters
Saul Miller is a Portfolio Manager at Truffle Asset Management, the...
Is there still any value in the market?
Anthony Sedgwick is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Rainmaker and Entrepreneur Funds. A...
Are we there yet?
Omri Thomas is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Opportunity Fund. Omri discusses the Fun...
Time to read: 5 min
Adapting to the continually evolving landscape
Steve Romick and Brian Selmo, co-portfolio managers of the Nedgroup Investments Global Flexible Fund discuss how FPA manages the Fund in ...
International investing in 3 easy steps
Tracy Jensen, Investment Strategist at Nedgroup Investments discusses what to consider when planning to invest internationally, and pract...
The single biggest influencer of global ass...
Iain Power, Portfolio Manager of the Nedgroup Investments Balanced Fund discusses the interdependent world of global markets, looking at ...
Change the environment not the person - inv...
When it comes to influencing investor behaviour, it’s more importan...
Using behavioural insights to empower bette...
Professor Greg Davies, a globally recognised expert in applied decision science, behavioural finance and financial wellbeing explores the...
Design your happy ever after
Professor Paul Dolan, Head of Department and Professor of Behavioural Sciences at the London School of Economics explores how science can...
Time to read: 5 min
Inside the mind of a behavioural investor
William Pattisson is the co-founder of Ardevora Asset Management looks to leverage the errors of judgement made by global equity market p...
Big Tech vs. The Antitrust movement
In our third Balanced Perspective event, Iain Power, Fund Manager of the Nedgroup Investments Balanced Fund, gives us his views.
Budget Speech 2021 - Can SA weather the storm?
Nicky Weimar, Chief economist at Nedbank, provides an overview of the national budget speech and highlights the key take-outs.
Navigating South African Fixed Income Markets
Philip Liebenberg of Abax Investments is the incoming Portfolio Man...
The Balanced Perspective: SA vs the world
Locally, some of the Covid restrictions have been eased and the first vaccines have arrived in the country. What does this mean for the l...
Covid-19 and your investments
As 2020 came to close we saw a sharp V-shaped recovery in global equity markets after the immediate negative response to the Covid-19 pan...
Time to read: 4 min
Point of No Returns
Peter Uhlenbruch, the Head of Investor Standards at ShareAction, discusses their research into the standards for responsible investing am...
Climate change and ethics
Clem Sunter, South Africa’s most highly regarded scenario planner and strategist, discusses climate change and ethics and the Covid vacci...
ESG investing in emerging markets
Dr Mark Mobius, the Founding Partner of Mobius Capital Partners, discusses the merits of ESG investing in the context of emerging markets.
Why sustainability matters to Woolworths
Roy Bagattini, the newly appointed CEO of Woolworths Holdings Limit...
REITS: Vaccines, Recovery & Value
Marco Colantonio from Resolution Capital, the Portfolio Manager of the Nedgroup Investments Global Property Fund, provides an overview of...
Tactical asset allocation in volatile markets
Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, shares how their strat...
Time to read: 6 min
Emerging Markets - We've just begun
Ian Beattie from NS Partners, the Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund, has been investing i...
Global Equity Fund - Mr. Market
Andrew Headley of Veritas Asset Management, Portfolio Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the...
Vaccines mean a V-Shaped Recovery
Jeremy Lang of Ardevora Asset Management, Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, shares the team’s...
An exceptionally unexceptional year
Steven Romick from First Pacific Advisors, co-Portfolio Manager of ...
Stable Fund – Outlook for the year ahead
Dave Foord is the CIO of Foord Asset Management and one of four multi-counsellor Portfolio Managers for the Nedgroup Investments Stable F...
Balanced Fund – Taking stock
Iain Power, the CIO of Truffle Asset Management and Portfolio Manager of the Nedgroup Investments Balanced Fund since inception, takes st...
Time to read: 6 min
Property Fund – Thoughts on SA listed property
Ian Anderson from Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, illustrates the differentiated prop...
Rainmaker Fund – Is local always lekker?
Steve Minnaar from Abax Investments, Portfolio Manager for the Nedgroup Investments Rainmaker Fund, provides an update on the evolution o...
Flexible Income Fund – Maintaining the cour...
Rashaad Tayob from Abax Investments, Portfolio Manager for the Nedgroup Investments Flexible Income Fund, explains how they achieved the ...
Opportunity Fund – Seeking Opportunities
Omri Thomas from Abax Investments, portfolio manager of the Nedgrou...
The Balanced Perspective: prospects for SA ...
The Balance Perspective is a 15-minute long webinar with our Fund Manager of the Nedgroup Investments Balanced Fund, Iain Power as we dis...
Effects of geopolitics and pandemic develop...
Thanos Papasavvas is the Founder and CIO of ABP Invest. ABP Invest provides strategic outlook and research on markets, geopolitics, econo...
Time to read: 8 min
Investing in local real estate
Ian Anderson of Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, discusses SA listed property as a cre...
Reasons to invest in global real estate
Andrew Parsons, the CIO of Resolution Capital, discusses some of the fundamental concepts to consider when investing in global real estate.
Mid-term budget speech commentary from Nick...
Nicky Weimar, Chief economist at Nedbank provides an overview of the mid-term budget speech and highlights the key take-outs.
Global Diversified Equity Fund quarterly fe...
Jeremy Lang of Ardevora Asset Management, and Portfolio Manager of ...
Global Cautious Fund quarterly feedback
Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, provides an overview o...
People buy people, but will they buy you?
Philip Calvert, inspirational LinkedIn and marketing guru, believes there is no time like the present to strengthen your online presence,...
Time to read: 8 min
Choosing a fund manager
Our fund managers are selected and assessed by means of our Best of Breed™ investment approach - an intensive and rigorous process that e...
Global Flexible Fund quarterly feedback
Brian Selmo of First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, provides an overview of the...
Global Equity Fund quarterly feedback
Andrew Headley of Veritas Asset Management, Fund Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the Fund...
Global Emerging Markets Equity Fund quarter...
Ian Beattie of NS Partners, Fund Manager of the Global Emerging Mar...
Rainmaker Fund quarterly feedback
Anthony Sedgwick of Abax Investments, Fund Manager of the Nedgroup Investments Rainmaker Fund provides an overview of the Fund’s performa...
Balanced Fund quarterly feedback
Saul Miller and Iain Power of Truffle Asset Management, Fund Managers of the Nedgroup Investments Balanced Fund provide an overview of th...
Time to read: 6 min
Opportunity Fund quarterly feedback
Omri Thomas of Abax Investments, Fund Manager of the Nedgroup Investments Opportunity Fund provides an overview of the Fund’s performance...
Stable Fund quarterly feedback
Nick Balkin of Foord Asset Management, Fund Manager of the Nedgroup Investments Stable Fund provides an overview of the Fund’s performanc...
Flexible Income Fund quarterly feedback
Rashaad Tayob of Abax Investments, Fund Manager of the Nedgroup Investments Flexible Income Fund provides an overview of the Fund’s perfo...
Smart ways to get more out of your savings
2020 has been a tough year. Economies across the globe have been hi...
Offshore Investing – it’s simpler than you ...
Local equity markets have struggled to provide investors with very little in the form of real returns and this has led people to look to ...
Emerging Markets Fund outperforms amidst gl...
Portfolio manager Ian Beattie explains his outlook for the rest of the year, stating that “We believe that the unprecedented fiscal and m...
Time to read: 3 min
Retirement planning in the time of Covid-19
Retirement matters - to everybody. Generally, it is our biggest asset and one we spend years and years accumulating. It is no surprise th...
In conversation with Dave Foord
Dave Foord, founder of Foord Asset Management, who has been managing internationally diversified portfolios for the last four decades cha...
Active or passive - does it really matter?
Maya Fisher-French, independent financial commentator discusses how many peopla are scrutinising their investment strategies and wonderin...
Eskom’s strategy to keep the lights on
A reliable and cost effective electricity supply is a critical succ...
How to prioritise debt, savings and investm...
At the second Nedgroup Investments Take 5 webinars, Maya Fisher-French, independent financial commentator, outlined her best practical ti...
Tax smart investing in turbulent times
A Nedgroup Investments Take5 webinar with Maya Fisher-French
Time to read: 4 min
Finding value in the South African equity m...
Murray Winkler and Dwayne Dippenaar of Laurium Capital, the newly appointed managers for the Nedgroup Investments Growth Fund, discuss th...
Between a rock and a hard place
Douglas Nicol, Investment Analyst at Nedgroup Investments, discusses interest rate developments over the last few months and the impact o...
Rainmaker and Entrepreneur Funds Feedback
Anthony Sedgwick from Abax Investments, the portfolio managers for the Nedgroup Investments Rainmaker and Entrepreneur Funds, provides a ...
Global Emerging Markets Equity Fund Feedback
Ian Beattie, Co-CIO at NS Partners, the portfolio managers for the ...
Global Property Fund Quarterly Feedback
Marco Colantonio from Resolution Capital, the portfolio managers for the Nedgroup Investments Global Property Fund, provides his views on...
Global Cautious Fund Quarterly Feedback
Tony Cousins, the CEO of Pyrford International, portfolio managers for the Nedgroup Investment Global Cautious Fund, provides an update...
Time to read: 5 min
Global Diversified Equity Fund Feedback
Jeremy Lang, co-founder of Ardevora Asset Management, portfolio managers for the Nedgroup Investments Global Diversified Equity Fund, pro...
Global Flexible Fund Quarterly Feedback
Steven Romick from FPA (First Pacific Advisors), portfolio managers for the Nedgroup Investments Global Flexible Fund, provides an update...
Global Equity Fund Quarterly Feedback
Antony Burgess from Veritas Asset Management, portfolio managers for the Nedgroup Investment Global Equity Fund since 2010, provides an...
Bravata Fund Quarterly Feedback
Walter Aylett from Aylett Fund Managers, the portfolio manager of t...
Core Fund Range Quarterly Feedback
Jannie Leach, head of the Nedgroup Investments Core business since inception, gives us an update on the business and rules-based industry...
Time to read: 7 min
Opportunity Fund Quarterly Feedback
Omri Thomas of Abax Investments, the managers of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s performanc...
Flexible Income Fund Quarterly Feedback
Lara Dalmeyer of Abax Investments, the managers of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s performa...
Stable Fund Quarterly Feedback
William Fraser of Foord Asset Management, who have managed the Nedgroup Investments Stable Fund since inception, provides an overview of ...
Balanced and Managed Funds Quarterly Feedback
Iain Power, the CIO at Truffle Asset Management, provides an overvi...
Property Fund Quarterly Feedback
Ian Anderson, the CIO at Bridge Fund Managers and portfolio manager of the Nedgroup Investments Property Fund, provides an overview of th...
Cash Solutions Quarterly Feedback
Ray Wallace, the CIO at Taquanta Asset Managers, who have managed Nedgroup Investments’ cash products since inception, provides an overvi...
Time to read: 6 min
Phasing out of manual instruction forms
In line with our digital developments, we are moving towards removing the manual instruction forms from our website for all transactions ...
What behavioural characteristics reveal
In the final module of this 3-part series, Neil Bage, director of behavioural insights at BE-IQ, explores how a client’s financial planni...
Tito Mboweni's special budget analysis
Nicky Weimar, Nedbank’s Chief Economist, provides a considered interpretation of the supplementary budget review presented by the Ministe...
What goes in your client's head when making...
In module 2 of this 3-part series, Neil Bage, director of behaviour...
Being human in times of uncertainty
Neil Bage is a director of BE-IQ, a fintech company based in the UK that helps advisors to understand their clients.
The outlook for fixed income
Rashaad Tayob, Portfolio Manager at Abax and Manager of the Nedgroup Investments Flexible Income Fund, comments on the outlook for fixed ...
Time to read: 5 min
Post-COVID-19 perspective on major asset cl...
Karl Leinberger, Chief Investment Manager for Coronation Fund Managers, comments on Coronation’s house view of the current situation and,...
The outlook for global equities
Andrew Headley, Co-founder and Portfolio Manager at Veritas Asset management and Manager of the Nedgroup Investments Global Equity Fund, ...
Is now the right time to back the SA market?
Given that South African equities seem to be very unloved, Murray Winckler, Co-founder and Senior Portfolio Manager at Laurium Capital, a...
Is energy the silver bullet we need exit th...
JP Landman is a consultant to Nedbank Private Wealth and an indepen...
Compelling indicators to support the bull c...
Ian Beattie, co-chief investment officer at NS Partners and Portfolio Manager for the Nedgroup Investments Global Emerging Markets Equity...
How emerging markets have fared during the ...
Having reached the one-year anniversary of the Nedgroup Investments Global Emerging Markets Equity Fund we reflect on how it has fared pa...
Time to read: 3 min
What responsible investing looks like in as...
2019 saw us embark on an extensive responsible investment (RI) review of our assets under management, with the objective to establish the...
Managing clients’ short-term anxiety
Seugnet de Villiers, Investment Analyst at Nedgroup Investments, reinforces the need to adhere to the basics of investing when helping cl...
Responsible investing beyond Covid-19
David Levinson, Senior Investment Analyst at Nedgroup Investments, discusses the responsible investment landscape among their local and i...
Cash Solutions’ liquidity funds
Ray Wallace Chief Investment Officer at Taquanta Asset Managers sha...
Economic forecast and the impact of the loc...
Nicky Weimar, Group Chief Economist at Nedbank discusses the implementation of the national lockdown and the impact on the economy.
Credit on our minds
Jones Gondo, Senior Research Analyst – Credit at Nedbank CIB talks about our macroeconomic environment with high systemic risk, a lot of ...
Time to read: 2 min
Relationship with Blackrock
Phil Curley and Geeta Sharma from Blackrock Global Lending and Liquidity Group discuss how Nedgroup Investments clients with offshore cas...
Political overview
Political and Trend Analyst, JP Landman offers insights as to where the political priorities should lie.
Banks and financial systems in the current ...
Mike Brown CEO at Nedbank discusses our robust banking system that works well, has been tested and has performed better than many of its...
In conversation with Mike Brown
Mike Brown, Chief Executive Officer of Nedbank shares his insights ...
The winners in emerging markets
Ian Beattie from NS Partners, Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund reflects on how emerging ...
Property sector performance reflects differ...
Julian Campbell-Wood from Resolution Capital, Portfolio Managers for Nedgroup Investments Global Property Fund, reflects on how the vario...
Time to read: 5 min
Taking advantage of market turbulence
Tony Cousins of Pyrford International, the Portfolio Managers for the Nedgroup Investments Global Cautious Fund, talks about their respon...
The Global Flexible Fund and its response t...
Brian Selmo of First Pacific Advisors, the Portfolio Managers of Nedgroup Investments Global Flexible Fund, reviews the fund’s Q1 perform...
A Covid-19 strategy aimed to weather the cr...
Antony Burgess from Veritas Asset Management, portfolio managers for the Nedgroup Investment Global Equity Fund, discusses their Covid-19...
Why bonds are an attractive option in uncer...
Jannie Leach, head of core investments for the Nedgroup Investments...
Domestic property and Covid-19
Ian Anderson of Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, reflects on the impact on the sector ...
Limiting the downside of Covid-19
Anthony Sedgwick of Abax Investments, Portfolio Manager of the Nedgroup Investments Rainmaker & Entrepreneur Funds, talks about their app...
Time to read: 5 min
Finding value in falling markets
Iain Power, CEO of Truffle Asset Managers, Portfolio Manager of the Nedgroup Investments Balanced Fund, talks about finding value amid th...
The virus shocks shaking global economies
Omri Thomas of Abax Investments, Portfolio Manager of the Nedgroup Investments Opportunity Fund, provides context for the global economic...
Looking for stability in uncertain times
Nick Balkin of Foord Asset Management, Portfolio Managers of the Nedgroup Investments Stable Fund, talks about finding stability in uncer...
Long road to recovery
Rashaad Tayob, Portfolio Manager of the Nedgroup Investments Flexib...
Walter Aylett on the Bravata Fund
A conversation with Walter Aylett on how the Nedgroup Investments Bravata Worldwide Flexible Fund and how it was positioned leading into ...
Impact of global shutdown on financials
Kokkie Kooyman, Portfolio Manager of the Nedgroup Investments Financials Fund discusses the Covid-19 crisis and how the resultant economi...
Time to read: 3 min
Navigating resources in turbulent times
Simon Kendall, Portfolio Manager of the Nedgroup Investments Mining & Resource Fund talks about how 2019 was a tremendous year for the re...
The devastation being wrought by Covid-19
Nicky Weimar, Group Chief Economist from Nedbank focuses on what to expect from the global and SA economy given the Covid-19 pandemic.
Abridged Annual Report 2019
Our abridged financial statements for 2019 are now available.
Subscribe to our podcasts
For our latest industry and market views, remember to subcribe to o...
FAQs – your investments and Covid-19
With so much real-time information coming in, it’s easy to get caught up in short-term sentiment and subsequently view daily developments...
Managing your investments in times of uncer...
Stay the course with your investments, focus on the long-term and don’t panic-sell, based on the headlines in the daily news.
Time to read: 3 min
Global Equity Fund wins top prize
The Nedgroup Investments Global Equity Fund scooped top prize in its category at the 2020 Morningstar Awards last night.
Offshore Manager of the Year for 5th year
Nedgroup Investments was named Offshore Management Company of the Year at the annual Raging Bull Awards in Cape Town.
Get tax smart with your investments in 2020
The new year is a fantastic time to get your finances in order.
Does young always mean risky?
The first thing one is usually told about investing is that the higher the risk of the investment, the higher the potential return.
The ins and outs of international investing
Investing internationally does not need to be complicated.
Time to read: 4 min
Getting to know our Global Equity Fund
We provide an overview of the fund’s investment philosophy and structure and dive deeper into one of the stocks in the fund – Rolls Royce...
Nedgroup Investments Engage
In August, our institutional team hosted the second ENGAGE event in partnership with Business Day.
Three years of returns for investors
The Nedgroup Investments Global Property Fund has celebrated its three-year anniversary as one of the top-performing global property fund...
5 simple tips to be tax-smart
Being aware of and utilising the tax exemptions that government mak...
Stop the blame game
Instead of pointing fingers and focussing on narrow self-interests, government, business and society needs to draw a line in the sand and...
ACT 1: Reclaim the state
‘Just do something’ is the cry now rising from all over South Africa, a plea to the president and government in general to take some acti...
Time to read: 8 min
What a Messi! Avoiding Argentina
As many investors look to global equities to diversify their portfolios, the uncertainties in many developed markets have put the spotlig...
Entrepreneurship is key to employment
Fostering a can-do attitude and creating better growth structures and support for entrepreneurs is crucial to the success of entrepreneur...
A unique approach to investing globally
Our new Global Diversified Equities Fund is ideal for investors looking for long-term capital growth through investment in a global equi...
SA economy a ticking time bomb
The South African economy is in desperate need of a boost and busin...
Land expropriation without compensation
Land expropriation without compensation could have positive outcomes and may not be as scary as it sounds.
New fund launch
Nedgroup Investments is delighted to announce the launch of a fund that is designed to give investors targeted access to some of the fast...
Time to read: 2 min
Why robo-tech needs a human touch
As digital platforms strive to improve decision making based on complex algorithms, the human element is becoming a critical differentiat...
Abridged Annual Report 2018
Our abridged financial statements for 2018 are now available.
FICA Amendment - important changes to note
As of 2 April 2019, some important changes to the Financial intelligence Centre Act (FICA) become effective which will have a direct impa...
Top honours at Morningstar Awards
At the Morningstar Fund Awards held in Cape Town this week, Nedgrou...
Budget 2019 - Calls for increase in TFI limit
Asset Manager, Nedgroup Investments is calling for an increase on the lifetime limit for TFIs, which is currently R500 000.
Face time with Dave Foord
Our Head of Investments, Robin Johnson, spent time catching up with Dave Foord, founder and Chief Investment Officer of Foord Asset Manag...
Time to read: 2 min
Preparing for the next storm
Steven Romick discusses his mounting concern regarding risks in sovereign and corporate bonds - which, should the result be a debt crisis...
Offshore Manager of the Year
Nedgroup Investments was named the Offshore Management Company of the Year. This is the fourth consecutive year that Nedgroup Investments...
Make the most of your savings in 2019
January is a great time to ensure that you and your family are making the most of your savings opportunities in 2019.
Has South Africa’s inflation target shifted?
The SARB finally took a hawkish decision at the November MPC meetin...
Diversifying your retirement fund
With the changes to Regulation 28, many retirement fund trustees are keen to increase their exposure to these markets.
South Africa Inc - what is in store?
So far 2018 has been a turbulent ride and businesses and citizens alike are being put to the test.
Time to read: 5 min
Stable Fund series of articles
This five-part series of articles discusses some of the most important features of the Nedgroup Investments Stable Fund.
5 important habits
Amidst all the uncertainty created by trade war(s), Brexit negotiations, noise around possible land claims and the fallout from President...
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25 years of Contrarian Value Strategy
The Nedgroup Investments Global Flexible Fund (sub-advised by First Pacific Advisors) was recently awarded a Gold analyst rating by Morni...
Investing with world class technology
Our new automated online investing platform, My Extraordinary Life ...
Investing on your own terms
Because we understand that no one has time for endless paperwork, we now have a 100% paperless on-boarding solution to make investing wit...
Nedgroup Investments Global Property Fund
The Nedgroup Investments Global Property Fund has been awarded a Silver rating by Morningstar Analyst Ratings.
Time to read: 1 min
Investing with us is even easier
Announcing the launch of our new paperless on-boarding solution which will make investing with us even easier for investors.
Comparison of retirement fund costs
Without standardised disclosure measures the layering of fees and costs has made it very difficult for employers and trustees to make acc...
Discussing the costs of retirement planning
In a recent interview with Blue Chip Magazine, Jannie Leach, Head of Core investments discussed the costs of retirement planning and how ...
Life-staging and Core investments
The Nedgroup Investments Core range was launched in 2009 to fulfill...
Nedgroup Investments Fund awarded Gold Rating
The Nedgroup Investments Global Flexible Fund has been awarded a Gold rating by Morningstar Analyst Ratings. This prestigious, internatio...
Value investing
Accelerating change swirls around us, placing us in the middle of a vortex that is not without investment implications.
Time to read: 3 min
Choosing a retirement solution
As the obligations for trustees to select the most appropriate retirement solution for their members grows more onerous, it is crucial to...
Promoting sustainable RI in asset management
Establishing an ESG community that can promote and sustain a long-term responsible investing approach requires an entirely new way of thi...
Looking at the opportunities of TFI transfers
As of 1 March 2018 transfers between TFI product providers will be possible which introduces many opportunities for investors to ensure t...
Retirement funds look to cash to reduce risk
Given the high levels of volatility and uncertainty in the market, ...
What Budget 2018 means for investors
Denver Keswell, Senior Legal Advisor at Nedgroup Investments, highlights key impacts and changes for investors.
Saving for retirement
Saving for retirement, for most people, is their largest financial challenge in life. While many people understand the importance of buil...
Time to read: 3 min
Sustainable Responsible Investing
Given the high levels of volatility and uncertainty in the market, cash is currently providing attractive inflation-beating income opport...
Reaction to Steinhoff – a message to investors
Investors are understandably concerned about the consequences of the significant fall in the price of Steinhoff securities in the past fe...
Navigate the offshore investing undercurrent
Offshore investing allows you to access international investments, providing diversification in your investment.
You shouldn’t fear international markets
George Cipolloni, sub-investment manager of the Nedgroup Investment...
Property Fund celebrates strong first year
The Nedgroup Investments Global Property Fund has celebrated its first 12 months and has surpassed the $60 million mark.
An ideal solution to paying for education
Now, more than ever, parents could benefit from thinking ahead and opening a tax-free investment to help in paying for their children’s e...
Time to read: 3 min
Top tips for investing offshore
While there is definitely a good case for diversifying offshore, it is crucial in times like these of heightened uncertainty, to stick to...
Two decades of winning by not losing
Stocks go up, stocks go down, sectors do well, sectors do poorly. It’s entertainment.
The rules of engagement have changed
The South African business sector remains committed to working with the government to restore confidence in the economy.
Reaction to cabinet reshuffle
Following recent events, we understand that as a result, many inves...
Abridged Annual Report 2016
Our abridged financial statements for 2016 are now available.
Last chance to maximise your tax advantages
National Treasury has done well over the years to encourage South Africans to save by introducing new tax incentives on various products.
Time to read: 3 min
Two new multi-asset funds launched
Announcing the launch of two new multi-asset, Regulation 28 compliant funds.
Opportunity Fund wins at Morningstar Awards
Opportunity Fund wins at Morningstar Awards
What does Budget 2017 mean for my client?
As media and various industry commentators all rush to decipher the detail in Minister Pravin Gordhan’s annual budget speech delivered on...
Increase in TFI annual limit applauded
The increase in the annual tax-free investment limits from R30 000 ...
Grindrod Asset Management announcement
The Board of Directors of GrAM recently announced its decision to i...
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