Balanced MultiFund
The Balanced MultiFund aims to provide moderate levels of growth with moderate levels of risk and volatility over the medium to longer-term. The fund may not be suitable for investors who plan to withdraw their money within a period of 5 years. Investing in the fund involves a risk to capital in order to achieve the desired return.
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Proxy voting
- 2025
- 2024
- 2023
- 2022
- 2021
- 2020
- 2019
Latest investment insights
Celebrating excellence: Nedgroup Investments’ recent awards and accolades
Nedgroup Investments was awarded for investment excellence at the recent Raging Bull and Profile Unit Trust Awards ceremonies.
Celebrating excellence: Nedgroup Investments’ recent awards and accolades
Two-pot retirement system: Everything you need to know
The two-pot retirement system has been in effect since 1 September 2024.
Two-pot retirement system: Everything you need to know
Renewable Surge: Aligning Investments for a Greener Future
Renewable Surge: Aligning Investments for a Greener Future
Media Interview: The ABCs of not meeting your investment objectives
Nic Andrew, Head of Nedgroup Investments, recently spoke to Michael Avery on the Classic Business show about the "ABCs of not meeting your investment objectives," and the three key pitfalls to avoid in long-term investing. Listen to the interview and gain valuable insights and practical tips that you can implement today to enhance your financial journey.
Media Interview: The ABCs of not meeting your investment objectives
SA Equity Fund Quarterly Roundup: Q1 2024
In this video, Dwayne Dippenaar, Portfolio Manager of the Nedgroup Investments SA Equity Fund, provides an update on the fund's performance in Q1. Dwayne also shares insights on how they are positioning the fund in its 10th year.
SA Equity Fund Quarterly Roundup: Q1 2024
Nedgroup Investments SA Equity Fund celebrates its 10th anniversary
The Nedgroup Investments SA Equity Fund recently celebrated its 10th anniversary. Three of the Fund’s co-portfolio managers from Laurium Capital join Mansoor Narker in a panel discussion to delve into how the process and philosophy of managing the SA Equity Fund has evolved over time. They also share valuable insights on the lessons learned, how they have managed to deliver consistent performance during the last decade, and what may lie ahead.
Nedgroup Investments SA Equity Fund celebrates its 10th anniversary
The ABCs of not meeting your investment objectives
In our latest podcast Nic Andrew, Head of Nedgroup Investments, explores the less-talked-about side of financial health as he unpacks 3 key pitfalls to avoid in long-term investing. Gain valuable insights and practical tips that you can implement today to enhance your financial journey.
The ABCs of not meeting your investment objectives
Nedgroup Investments SA Equity Fund: 10 years of consistency
Nedgroup Investments SA Equity Fund: 10 years of consistency
Nedgroup Investments SA Equity Fund: 10 years of consistency
Investor behaviour matters, especially in the super election year
Investor behaviour matters, especially in the super election year
Global Quarterly Briefing - Q4 2023
In this episode we discuss what led to the outperformance of global equity markets in 2023. A seasoned emerging markets portfolio manager talks us through how he was positioned last year. We ask a global equity manager about his views on the healthcare sector and end this episode with a deep dive into major global property themes and how they are likely to play out. Tune into this insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on global markets.
Global Quarterly Briefing - Q4 2023
Local Quarterly Briefing - Q4 2023
In this episode, we analyse the past and future of the global and local fixed income market. We hear a 2024 asset class outlook and discuss the potential top-performing SA sector. We evaluate the prospects for SA Listed Property after a strong Q4 2023 and examine the diverging economies of Japan and China. We conclude by discussing the geopolitical risks of 2024 and their implications for your portfolio. Tune into this insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on local markets.
Local Quarterly Briefing - Q4 2023
Budget Speech 2024: Unpacking the gritty details
In this episode, Denver Keswell, Senior Legal Advisor at Nedgroup Investments, shares his insights and commentary on the 2024 Budget Speech delivered by South African Finance minister, Enoch Godongwana, on Wednesday, 21 February 2024. Listen now for more insights.
