Income MultiFund
The Income MultiFund aims to provide a lower risk, lower volatility investment option over the medium to longer-term. The fund may not be suitable for investors who plan to withdraw their money within a period of 3 years. Investing in the fund involves a risk to capital in order to achieve the desired return.
Overview
Investment objective
The Sub-Fund aims to provide investors with a lower risk, lower volatility investment option.
Key facts
Risk profile
3
Return expectation
To outperform GBP 3M SONIA over a minimum three years.
ÂŁ30m
AUM
Article 6
SFDR classification
Fund managers
Sub-Investment Manager
Nedgroup Investments (UK) Limited
Authorised and regulated by the Financial Conduct Authority.
Performance
- C USD Acc
- C GBP Acc
- C USD Dist
- C GBP Dist
Fund
Performance indicator
Peer group
Cumulative Performance
Past performance is not indicative of future performance and does not predict future returns.
Annualized performance (%)
Past performance is not indicative of future performance and does not predict future returns.
Important Note: Under financial services regulations, we are not permitted to provide information about the performance of this class until 12 months after its launch date.
Investment insight
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.
Budget Speech 2024: Unpacking the gritty details
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Income MultiFund C GBP Dist.pdf
23 Oct 2025
Income MultiFund A USD Acc.pdf
23 Oct 2025
Income MultiFund A GBP Acc.pdf
23 Oct 2025
Income MultiFund C GBP Acc.pdf
23 Oct 2025
Income MultiFund A GBP Dist.pdf
23 Oct 2025
Income MultiFund C USD Acc.pdf
23 Oct 2025
Income MultiFund C GBP Dist.pdf
16 Sep 2025
Income MultiFund A USD Acc.pdf
16 Sep 2025
Income MultiFund A GBP Acc.pdf
16 Sep 2025
Income MultiFund C GBP Acc.pdf
16 Sep 2025
Income MultiFund A GBP Dist.pdf
16 Sep 2025
Income MultiFund C USD Acc.pdf
16 Sep 2025
Income MultiFund C GBP Dist.pdf
15 Sep 2025
Income MultiFund A USD Acc.pdf
15 Sep 2025
Income MultiFund A GBP Acc.pdf
15 Sep 2025
Income MultiFund C GBP Acc.pdf
15 Sep 2025
Income MultiFund A GBP Dist.pdf
15 Sep 2025
Income MultiFund C USD Acc.pdf
15 Sep 2025
Income MultiFund C GBP Dist.pdf
17 Jul 2025
Income MultiFund A USD Acc.pdf
17 Jul 2025
Income MultiFund A GBP Acc.pdf
17 Jul 2025
Income MultiFund C GBP Acc.pdf
17 Jul 2025
Income MultiFund A GBP Dist.pdf
17 Jul 2025
Income MultiFund C USD Acc.pdf
17 Jul 2025
Income MultiFund C GBP Dist.pdf
18 Jun 2025
Income MultiFund A USD Acc.pdf
18 Jun 2025
Income MultiFund C GBP Acc.pdf
18 Jun 2025
Income MultiFund A GBP Dist.pdf
18 Jun 2025
Income MultiFund C USD Acc.pdf
18 Jun 2025
Income MultiFund C GBP Dist.pdf
20 May 2025
Income MultiFund A USD Acc.pdf
20 May 2025
Income MultiFund A GBP Acc.pdf
20 May 2025
Income MultiFund C GBP Acc.pdf
20 May 2025
Income MultiFund A GBP Dist.pdf
20 May 2025
Income MultiFund C USD Acc.pdf
20 May 2025
Income MultiFund C GBP Dist.pdf
16 Apr 2025
Income MultiFund A USD Acc.pdf
16 Apr 2025
Income MultiFund A GBP Acc.pdf
16 Apr 2025
Income MultiFund C GBP Acc.pdf
16 Apr 2025
Income MultiFund A GBP Dist.pdf
16 Apr 2025
Income MultiFund C USD Acc.pdf
16 Apr 2025
Income MultiFund C GBP Dist.pdf
20 Mar 2025
Income MultiFund A USD Acc.pdf
20 Mar 2025
Income MultiFund A GBP Acc.pdf
20 Mar 2025
Income MultiFund C GBP Acc.pdf
20 Mar 2025
Income MultiFund A GBP Dist.pdf
20 Mar 2025
Income MultiFund C USD Acc.pdf
20 Mar 2025
Income MultiFund C GBP Dist.pdf
20 Feb 2025
Income MultiFund A USD Acc.pdf
20 Feb 2025
Income MultiFund A GBP Acc.pdf
20 Feb 2025
Income MultiFund C GBP Acc.pdf
20 Feb 2025
Income MultiFund A GBP Dist.pdf
20 Feb 2025
Income MultiFund C USD Acc.pdf
20 Feb 2025
Income MultiFund C GBP Dist.pdf
22 Jan 2025
Income MultiFund A USD Acc.pdf
22 Jan 2025
Income MultiFund A GBP Acc.pdf
22 Jan 2025
Income MultiFund C GBP Acc.pdf
22 Jan 2025
Income MultiFund A GBP Dist.pdf
22 Jan 2025
Income MultiFund C USD Acc.pdf
22 Jan 2025
Income MultiFund C GBP Dist.pdf
20 Dec 2024
Income MultiFund A USD Acc.pdf
20 Dec 2024
Income MultiFund A GBP Acc.pdf
20 Dec 2024
Income MultiFund C GBP Acc.pdf
20 Dec 2024
Income MultiFund A GBP Dist.pdf
20 Dec 2024
Income MultiFund C USD Acc.pdf
20 Dec 2024
Income MultiFund C GBP Dist.pdf
28 Oct 2024
Income MultiFund A USD Acc.pdf
28 Oct 2024
Income MultiFund A GBP Acc.pdf
28 Oct 2024
Income MultiFund C GBP Acc.pdf
28 Oct 2024
Income MultiFund A GBP Dist.pdf
28 Oct 2024
Income MultiFund C USD Acc.pdf
28 Oct 2024
Income MultiFund Dist C.pdf
24 Sep 2024
Income MultiFund C GBP Dist.pdf
01 Oct 2024
Income MultiFund A USD Acc.pdf
01 Oct 2024
Income MultiFund Dist A.pdf
24 Sep 2024
Income MultiFund A GBP Acc.pdf
01 Oct 2024
Income MultiFund C GBP Acc.pdf
01 Oct 2024
Income MultiFund A GBP Dist.pdf
01 Oct 2024
Income MultiFund Acc C.pdf
24 Sep 2024
Income MultiFund C USD Acc.pdf
01 Oct 2024
Income MultiFund Acc A.pdf
24 Sep 2024
Income MultiFund Dist C.pdf
20 Aug 2024
Income MultiFund Dist A.pdf
20 Aug 2024
Income MultiFund Acc C.pdf
20 Aug 2024
Income MultiFund Acc A.pdf
20 Aug 2024
Income MultiFund Dist C.pdf
22 Jul 2024
Income MultiFund Dist A.pdf
22 Jul 2024
Income MultiFund Acc C.pdf
22 Jul 2024
Income MultiFund Acc A.pdf
22 Jul 2024
Income MultiFund Dist C.pdf
24 Jun 2024
Income MultiFund Dist A.pdf
24 Jun 2024
Income MultiFund Acc C.pdf
24 Jun 2024
Income MultiFund Acc A.pdf
24 Jun 2024
Income MultiFund Dist C.pdf
16 Jun 2024
Income MultiFund Dist A.pdf
16 Jun 2024
Income MultiFund Acc C.pdf
16 Jun 2024
Income MultiFund Acc A.pdf
16 Jun 2024
Income MultiFund Dist C.pdf
22 Nov 2023
Income MultiFund Dist A.pdf
22 Nov 2023
Income MultiFund Acc C.pdf
22 Nov 2023
Income MultiFund Acc A.pdf
22 Nov 2023
Income MultiFund Dist C.pdf
28 Jun 2023
Income MultiFund Dist A.pdf
28 Jun 2023
Income MultiFund Acc C.pdf
28 Jun 2023
Income MultiFund Acc A.pdf
28 Jun 2023
Income MultiFund Dist C.pdf
09 Jun 2023
Income MultiFund Dist A.pdf
09 Jun 2023
Income MultiFund Acc C.pdf
09 Jun 2023
Income MultiFund Acc A.pdf
09 Jun 2023
Income MultiFund Dist C.pdf
09 Jun 2023
Income MultiFund Dist A.pdf
09 Jun 2023
Income MultiFund Acc C.pdf
09 Jun 2023
Income MultiFund Acc A.pdf
09 Jun 2023
Fees
As at 31/10/2025| Class | Investment management fee | + | Administration costs |
= |
Ongoing charges 1 |
+ | Transaction costs 2 |
= | Total investment charges 3 |
|---|---|---|---|---|---|---|---|---|---|
| Class C Acc USD | 0.4 | 0.43 | 0.83 | 0.01 | 0.84 | ||||
| Class C Acc GBP | 0.4 | 0.43 | 0.83 | 0.01 | 0.84 | ||||
| Class C Dist USD | 0.4 | ||||||||
| Class C Dist GBP | 0.4 | 0.43 | 0.83 | 0.01 | 0.84 |
- On-going charges, expressed as a percentage of the fund, include the annual management fee charged by the Investment Manager plus other costs associated with the running of the fund including those charged by the fund’s administrator, depositary, auditors etc and any other out of pocket expenses that may be incurred.
Prices
As at DD/MM/YYYY| Class | Fund price | Price change | Shares in issue |
|---|
Identifiers & more
| Class | ISIN | SEDOL | Bloomberg ticker | Minimum investment | SRI rating |
|---|---|---|---|---|---|
| Class C Acc USD | IE00B9CNVR36 | B9CNVR3 | NIMIUCA:ID | 1500 | 3 |
| Class C Acc GBP | IE00B9BBC647 | B9BBC64 | NIMIGCA:ID | 1000 | 3 |
| Class C Dist USD | IE00B9CS1S96 | B9CS1S9 | NIMIUCD:ID | 1500 | |
| Class C Dist GBP | IE00B9CLX269 | B9CLX26 | NIMIGCD:ID | 1000 | 3 |
Proxy voting
- 2024
- 2023
- 2022
- 2021
- 2020
- 2019
No proxy data available for the fund
| Investee company | Share code | Event type | Date |
|---|---|---|---|
| - | - | - | - |
| Number | Resolution | Vote | Result |
|---|
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.