Global

GLOBAL

The Nedgroup Investments global Best of Breed™ fund range offers every investor simple, effective solutions to meet their global needs across the full risk spectrum. These funds are also available as ZAR denominated feeder funds.

NEDGROUP INVESTMENTS GLOBAL CAUTIOUS FUND

The fund is modelled on the Pyrford Global Absolute Return (USD) portfolio. The fund is an actively managed, multi-asset strategy designed to produce risk-adjusted returns in excess of cash. The fund aims to provide a stable stream of real returns with low volatility and downside protection. The benchmark is ICE USD LIBOR 1 Month

NEDGROUP INVESTMENTS CORE GLOBAL FUND

A global balanced portfolio that aims to provide capital growth through low-cost exposure to a range of global asset classes. Diversification across asset classes will help to reduce risk and volatility to moderate levels over the medium to longer-term. Used for the offshore exposure in the Nedgroup Investments Core Guarded, Nedgroup Investments Core Diversified and Nedgroup Investments Core Accelerated Funds.

NEDGROUP INVESTMENTS GLOBAL FLEXIBLE FUND

This fund is modelled on the First Pacific Advisors (FPA) Crescent Fund, the flagship US-domiciled mutual fund. This multi-asset fund seeks to generate equity-like returns over the long term with less risk than the market, while avoiding a permanent impairment of capital. The benchmark is a composite of market indices: 60% MSCI World, 30% JPM Global Bond and 10% USD LIBOR.

NEDGROUP INVESTMENTS GLOBAL EQUITY FUND

This fund is modelled on the Veritas Global Focus Fund, the UK-domiciled mutual fund. It is a global equity portfolio that aims to provide investors with long-term capital growth through active stock selection in global equity markets. The benchmark is the MSCI World Index.

NEDGROUP INVESTMENTS GLOBAL PROPERTY FUND

This fund is modelled on the Resolution Capital Global Property Securities Fund (Unhedged), Resolution Capital’s flagship Australian-domiciled mutual fund. The fund aims to offer investors global exposure to listed real estate securities through a professionally managed portfolio of global real estate investment trusts (REITs) and property companies. The benchmark is the FTSE EPRA/NAREIT Developed Index (Net Total Return Index) measured on a rolling 3-year basis.

NEDGROUP INVESTMENTS GLOBAL DIVERSIFIED EQUITY FUND

The fund is modelled on the Ardevora Global Long-Only Equity Portfolio. The fund aims to produce long-term capital growth by investing in global listed equities. The fund is unique as it employs cognitive psychology to identify conditions that contain destructive management behaviour. The benchmark is the MSCI All Country World Index NR USD

NEDGROUP INVESTMENTS GLOBAL EMERGING MARKETS EQUITY FUND

The fund is modelled on the NS Partners Global Emerging Markets Equity Portfolio (USD). The fund aims to produce long-term capital growth by investing in equities listed in emerging markets by focussing on country selection, changes in liquidity, stock selection and peer review. The benchmark is the MSCI Emerging Market Index NR USD