- Alphabetically A-Z
- Low to High Risk
- High to Low Risk
Bravata Worldwide Flexible Fund
Fund Managers

R2.4bn
AUM
Investment objective
Aims to maximise total returns for investors over the long term.
Exposure to equity, bond, money or property markets locally and abroad.
The asset allocation will be actively managed, reflecting the portfolio managers' view of asset class valuations.
Flexible Income Fund
Fund Managers

R16.8bn
AUM
Investment objective
The fund aims to achieve 110% of the STeFI Call Index over time.
Aim to avoid capital loss over 6 month periods.
Suitable for investors seeking enhanced money market returns.
Active asset allocation between cash, bonds, property and other fixed interest asset classes.
Stable Fund
Fund Managers

R16.3bn
AUM
Investment objective
To achieve returns in line with SA inflation + 4% over rolling three year periods while protecting against capital losses over rolling one year periods. Returns are expected to be delivered through both income and capital growth.
Opportunity Fund
Fund Managers

R9.5bn
AUM
Investment objective
The fund aims to achieve moderate levels of capital growth in excess of inflation over the medium to long term. A secondary objective is to protect capital over rolling two-year periods.
Balanced Fund
Fund Managers

R12.8bn
AUM
Investment objective
A multi-asset fund with the main objective of achieving long term capital growth, while protecting against capital loss. Returns are expected to be delivered through capital growth and moderate levels of income distributions.
Contrarian Value Equity Feeder Fund
Fund Managers

R128m
AUM
Investment objective
The Fund aims to provide investors with long-term capital growth through active stock selection in global equity markets with a focus on mid and large-cap companies across all geographies and sectors.
Core Accelerated Fund
Fund Managers

R2.1bn
AUM
Investment objective
Suitable for investors seeking high (equity-like) capital growth.
Higher allocation to equities and listed property (around 90% of the fund) compared to a typical balanced portfolio.
Diversification across and within asset classes helps to reduce risk and volatility relative to a general equity portfolio.
Provides low cost exposure to a range of local and global asset classes.
Targets a return after fees of inflation plus 5% to 7% over rolling 7 year periods.
Core Bond Fund
Fund Managers

R7.5bn
AUM
Investment objective
Suitable for investors seeking specific exposure to the South African bond market as part of their overall investment strategy.
Core Diversified Fund
Fund Managers

R28.2bn
AUM
Investment objective
Suitable for investors seeking moderate capital growth.
Diversification across and within asset classes helps to reduce risk and volatility relative to a general equity portfolio.
Provides low cost exposure to a range of local and global asset classes.
Targets a return after fees of inflation plus 4% to 6% over rolling 5 year periods.
Core Global Feeder Fund
Fund Managers
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R9.9bn
AUM
Investment objective
Suitable for investors seeking capital appreciation as their primary goal and who do not wish to make complex asset allocation decisions between equities, cash and bonds in global markets.
Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives.
Provides low cost exposure to a range of global asset classes.
Core Guarded Fund
Fund Managers

R12.8bn
AUM
Investment objective
Suitable for conservative investors seeking a reasonable level of capital protection.
Potential for capital growth through a low exposure to equity markets relative to the average prudential portfolio.
Provides low cost exposure to a range of local and global asset classes.
Targets a return after fees of inflation plus 2% to 4% over rolling 3 year periods.
Core Income Fund
Fund Managers

R61.3bn
AUM
Investment objective
The fund aims to maximise interest income above STeFI Composite and money market funds.
Protecting capital is a core focus.
Provide liquidity to investors by investing in low duration fixed income instruments.
The fund is suited to stable or "core" cash, that may be required with 24 hour notice.
Core SA Equity Fund
Fund Managers

R502m
AUM
Investment objective
The Nedgroup Investment Core SA Equity Fund's primary investment objective is long-term capital growth.
Suited for investors who require exposure to listed South African equity securities.
Core World Index Feeder Fund
Fund Managers
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R1.7bn
AUM
Investment objective
The fund aims to produce long term capital growth by investing in a broad range of listed developed market equity securities.
Entrepreneur Fund
Fund Managers

R1.4bn
AUM
Investment objective
A specialist portfolio with a primary focus on domestic companies with a mid and small market capitalisation, carrying above average growth potential.
The portfolio may invest in established companies with sound recovery prospects.
Financials Fund
Fund Managers

R400m
AUM
Investment objective
To achieve medium- to long-term capital growth via exposure to domestic and offshore equities in the financial sector.
Global Cautious Feeder Fund
Fund Managers

R896m
AUM
Investment objective
A feeder fund invested in an underlying US dollar denominated low equity multi-asset fund, seeking to provide investors with steady medium to long-term capital growth and income, whilst at the same time controlling the level of downside risk.
Global Emerging Markets Equity Feeder Fund
Fund Managers

R1.5bn
AUM
Investment objective
The fund aims to achieve long term capital growth by investing in a diversified selection of global emerging market equities while being highly focused on capital preservation.
Global Equity Feeder Fund
Fund Managers

R16.8bn
AUM
Investment objective
The fund aims to produce long term capital growth by investing in a concentrated selection of high quality global equities primarily domiciled in developed markets.
Global Flexible Feeder Fund
Fund Managers

R10.8bn
AUM
Investment objective
The fund is a fully flexible, globally diversified portfolio in respect of asset classes, regions and currencies, aiming to produce long-term capital growth.
Global Property Feeder Fund
Fund Managers

R1.8bn
AUM
Investment objective
The fund aims to produce long term capital growth by investing in a concentrated selection of global real estate securities, primarily domiciled in developed markets.
Global Strategic Bond Feeder Fund
Fund Managers

R321m
AUM
Investment objective
The fund aims to provide a combination of capital growth and income over the long-term by investing in multi-asset fixed income.
Managed Fund
Fund Managers

R1.6bn
AUM
Investment objective
A multi-asset fund with the main objective of achieving long term capital growth, while protecting against capital loss. Returns are expected to be delivered through capital growth and moderate levels of income distributions.
Mining and Resource Fund
Fund Managers

R721m
AUM
Investment objective
A specialist portfolio focused on South African and Global listed equities within the basic materials and mining sector, carrying above average growth potential.
Since January 2025 the fund has been allowed to include non-SA listed equities, prior to this date the fund was purely domestic focused.
The primary investment objective of the fund is long-term capital growth.
Money Market Fund
Fund Managers

R25.4bn
AUM
Investment objective
This rand denominated fund aims to provide an alternative to call accounts.
Focus on maximising interest income, while protecting capital.
Provides daily liquidity to investors by investing in short-term money market instruments.
Multi-managed Future Focus Equity Fund
Fund Managers



R370m
AUM
Investment objective
The Nedgroup Investments Multi-Managed Future Focus Equity Fund is a pure SA listed equity unit trust fund designed to maximise long-term capital growth, while prioritising transformation, inclusivity, and sustainability.
It seeks to transform the South African collective investment scheme industry with a future-focused approach, whereby transformed managers with a strong focus on diversity in thought, demonstrate that investing responsibly and incorporating sustainability into the investment process, does not compromise on investment performance.
Private Wealth Equity Fund
Fund Managers

R1.2bn
AUM
Investment objective
The portfolio objective is to provide investors with capital growth by investing in equities.
Investors should be prepared for, and be comfortable with, market volatility in order to achieve long-term objectives.
The portfolio is suitable for investors seeking exposure to equity markets with maximum capital appreciation as their primary goal over the long term.
Property Fund
Fund Managers

R1.0bn
AUM
Investment objective
The fund is a specialist portfolio aiming to provide an optimal overall yield comprising both income and long-term capital appreciation by investing primarily in real estate securities.
Rainmaker Fund
Fund Managers

R6.9bn
AUM
Investment objective
The primary investment objective of the fund is long-term capital growth. The portfolio is ideal for investors requiring exposure to listed South African and global equities as part of their overall investment strategy, with capital appreciation as their primary goal over the long term.
SA Equity Fund
Fund Managers

R4.8bn
AUM
Investment objective
The primary investment objective of the fund is long-term capital growth.
Suited for investors who require exposure to listed South African equity securities.