Retirement Annuities offer long-term compounding to provide investors with a stable income during retirement
Gain access to a wide range of Nedgroup Investments Funds
Our Retirement Annuities do not incur causal event fees or penalties. There is also no payment of estate duty.
You have the option of staggered retirement
Nedgroup Investments Retirement Annuities are suitable for all investors, including those who are self-employed or not a member of a pension or provident fund
Fund Managers
R16.8bn
AUM
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.
Fund Managers
R16.3bn
AUM
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.
Fund Managers
R9.5bn
AUM
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.
Fund Managers
R12.8bn
AUM
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.
Fund Managers
R2.1bn
AUM
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.
Fund Managers
R28.2bn
AUM
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.
Fund Managers
R12.8bn
AUM
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.
Fund Managers
R61.3bn
AUM
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.
We partner with independent managers in each fund category to offer a range of expertly managed funds across all asset classes. Click here to learn more about us.
We have received consistent industry recognition over the years as one of South Africa’s top asset managers. Click here to read more about our awards over the years.
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