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South African funds
- Nedgroup Investments Balanced Fund
- Nedgroup Investments Opportunity Fund
- Nedgroup Investments Stable Fund
- Nedgroup Investments Core Accelerated Fund
- Nedgroup Investments Core Guarded Fund
- Nedgroup Investments Flexible Income Fund
- Nedgroup Investments Global Equity Feeder Fund
- Nedgroup Investments Money Market Fund
- Nedgroup Investments Global Cautious feeder Fund
- Nedgroup Investments Private Wealth Equity Fund
- Nedgroup Investments Core Diversified Fund
- Nedgroup Investments Global Flexible Feeder Fund
- Nedgroup Investments Core Income Fund including ABIL
- Nedgroup Investments Core Income Fund
- Nedgroup Investments XS Select Guarded Fund of Funds
- Nedgroup Investments Private Wealth Small & Mid Cap Equity
- Nedgroup Investments Core Global Feeder Fund
- Nedgroup Investments Global Emerging Markets Equity Feeder Fund
- Nedgroup Investments Global Property Feeder Fund
- Nedgroup Investments Private Wealth Property Equity Fund
- Nedgroup Investments Corporate Money Market Fund
- Nedgroup Investments Prime Money Market Fund
- Nedgroup Investments XS Guarded Fund of Funds
- Nedgroup Investments XS Diversified Fund of Fund
- Nedgroup Investments XS Accelerated Fund of Fund
- Nedgroup Investments Global Diversified Equity Feeder Fund
- Nedgroup Fund
- featured-fund
- Nedgroup Investments Multi-managed Future Focus Equity Fund
- Responsible investing
- Global funds
- Fact sheets
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- Learn more
- Responsible Investing
- Contact us
Opportunity Fund
Opportunity Fund
The unit trust portfolio is suitable for investors requiring moderate capital growth and who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore. Diversification across all asset classes, and a maximum equity exposure of 60%, helps to reduce risk and volatility relative to an average prudential portfolio.
Risk Profile
Medium
Minimum Investment
Lump Sum
R10 000*
Debit Order
R250*
The R250 minimum is only for UT and TFI products. The minimum for products such as retirement annuity, endowments, pension preservations and provident preservations is R500.Recommended minimum period
5 years
ASISA Sector
(ASISA) South African MA Medium Equity
Inception date
31 December 2012
Benchmark
SA Inflation + 5%
Investment Manager
Abax Investments
Abax Investments is an owner-managed company that focuses exclusively on investment management. Abax aims to construct diversified portfolios which have the ability to generate performance in a range of market conditions. They are characterised by a small and focused team of experienced investment professionals, with varied expertise in stock selection, fixed interest and asset allocation. Abax Investments was established in 2003 and manages the Nedgroup Investments Rainmaker, Entrepreneur, Opportunity and Flexible Income Funds.
Abax incorporates ESG factors into their investment process, enabling them to evaluate companies through a sustainability lens. Behind this process is a team committed to the advancement of responsible investment in South Africa, as evidenced by their 100% voting participation at company AGMs and championing of shareholder rights. Most noteworthy is the degree and depth at which Abax engages with investee companies.
Performance
Past performance is not indicative of future performance and does not predict future returns.
- Return
- SA Inflation + 5%
- Cash
- Inflation
Annual fees and charges
Investment charges
| Excluding VAT | Including VAT | ||
|---|---|---|---|
| Fund management fee | 0.95% | 1.09% | + |
| Fund Expenses | 0.05% | ||
| Total Expense Ratio | 1.14% | + | |
| Fund Transacting Costs | 0.21% | ||
| Total investment charges | 1.35% | ||
Price
Market change
Fund price
| Date | Fund price | Market change | Unit count |
|---|
Income Distribution
Cents per unit
Latest date
Frequency
Responsible Investing
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
Learn more about our investment strategy
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