Multi-Managed Future Focus Equity Fund

The Nedgroup Investments Multi-Managed Future Focus Equity Fund is a dedicated South African equity portfolio structured as a single unit trust fund. The fund’s primary objective is to maximise capital growth over a 5-7 year investment horizon by investing in South African listed equity stocks, while prioritising transformation and sustainability.

About the fund

Performance with purpose

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The primary objective of the Nedgroup Investments Multi-Managed Future Focus Equity Fund is to maximise capital growth over a 5-7 year investment horizon, while prioritising transformation and sustainability. The fund aims to contribute meaningfully to transformation in the South African investment industry for the benefit of present and future generations, is aligned with the United Nations Sustainable Development Goals and leverages the Nedgroup Investments Responsible Investment Framework. We are focused on strong investment performance, promoting gender equality, reducing social inequalities, and climate action, including the just energy transition. The two key pillars we will measure and report on are Social Equity and Climate Change.

Meet our future focus managers

Aeon Investment Management

"Aeon Investment Management has been committed to inclusivity since its inception nearly 20 years ago. We have built a business that mirrors the diverse demographics of South Africa, rooted in the belief that a diverse team is key to delivering strong investment outcomes for our clients. We are dedicated to driving sustainable change by incorporating ESG principles into our investment process, advocacy efforts, and corporate responsibility initiatives. Our unwavering belief that ESG factors are essential for long-term value creation has been our guiding philosophy. Aeon Investment Management is proud to be part of a fund that champions these principles while delivering robust investment returns for our shared clients."

Meet our future focus managers

Camissa Asset Management

"The Nedgroup Investments Multi-Managed Future Focus Equity Fund will be differently positioned from the market given our contrarian orientation. We tend to be differently positioned from the benchmark and our competitors. Our valuation focus means we will be integrating sustainability factors into our assessment of long-term cash flows, which ultimately determines how our portfolio is constructed. We will also be actively engaging with investee companies on material sustainability factors with the aim to be a change agent and report back on those engagements. This fund aims to generate great risk-adjusted returns while also making a positive long-term impact."

Meet our future focus managers

Perpetua Investment Managers

"We are excited to be one of the fund managers managing the Nedgroup Investments Multi-Managed Future Focus Equity Fund. We are aligned with the fund’s objectives, not only in terms of our investment approach, but also given our intrinsic and holistic mission as a business. While the incorporation of ESG principles is arguably considered by many investors, both globally and in South Africa, our view on how we have been able to make this pursuit significantly more robust is largely as a result of our continuously evolving assessment framework and scorecard, which has become more powerful and effective over the past 12 years. We believe this will continue to improve and extend as more data regarding ESG, responsible investing and sustainability practices becomes available."

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Meet our future focus managers

We have partnered with three future focused fund managers, Aeon Investment Management, Camissa Asset Management and Perpetua Investment Managers, to manage an equal portion of the fund. Our future focused fund managers have consistently demonstrated investment excellence and are majority black-owned. These fund managers understand that sustainability underpins better investment performance, or put simply, responsible investing does not compromise investment returns.