Global Flexible Fund
The portfolio is suited to investors seeking global exposure to developed financial markets as part of their overall investments strategy, with maximum 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 high tolerance for short-term market volatility in order to achieve long-term objectives.
Fund values
Temperament
We have the courage to stand behind our best ideas, away from rigid value labels or index constructs. This leads to a portfolio of contrarian stocks with solid fundamentals.
Duration
We believe patience and rigour work in harmony. Our research emphasises management’s ability to deliver and rigorous fundamental analysis to identify future long-term winners.
Alpha
Our powerhouse to long-term investor success is superior stock selection. But we want to avoid taking investors off the cliff edge, so we carefully assess the downside potential of every investment.
Proxy voting
- 2025
- 2024
- 2023
- 2022
Latest investment insights
Global Quarterly Roundup | Q3 2025 | Global Flexible Fund
Watch as Anil Jugmohan, Senior Investment Analyst, and Brian Selmo portfolio manager of the Nedgroup Investments Global Flexible Fund, unpack the fund’s performance in Q3 2025. Discover key insights, market trends, and strategic decisions that shaped the fund’s outcomes this quarter.
Global Quarterly Roundup | Q3 2025 | Global Flexible Fund
Winning by Not Losing in the Nedgroup Contrarian Value Strategy
Brian Selmo recently joined Morningstar’s The Long View podcast to share deep insights into the team’s investment philosophy and process.
Winning by Not Losing in the Nedgroup Contrarian Value Strategy
What makes a fund contrarian?
Steven Romick, sub-investment advisor of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund, explains what they mean when they say their fund strategy is contrarian value.
What makes a fund contrarian?
What does a margin of safety mean to you?
Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund explains what his team regards as a 'margin of safety'.
What does a margin of safety mean to you?
How this value investor's approach has evolved over time
A short interview with Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund as he talks about how his investment approach as a value investor has changed over time.
How this value investor's approach has evolved over time
The most valuable investment lessons learnt over decades
Veteran manager, Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund shares some of his most valuable insights gained over decades of investing.
The most valuable investment lessons learnt over decades
How does the macro picture feature in FPA's process?
A candid interview clip of Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund as he talks about how the macro analysis fits into the FPA investment process.
How does the macro picture feature in FPA's process?
Incorporating unconventional data sources into investment decisions
Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund.
Incorporating unconventional data sources into investment decisions
Global Flexible Fund - Global Quarterly Roundup: Q1 2024
Q1 2024 fund update for the Global Flexible Fund.