Balanced Fund

The Nedgroup Investments’ Balanced Fund is a multi-asset fund with the main objective of achieving long-term capital growth, while protecting against capital loss. The fund recognises the opportunity posed by short-term market inefficiencies and follows a proprietary risk framework, where exposure to risk is carefully managed to ensure steady returns over time and at optimal levels of risk. Returns are expected to be delivered through capital growth and moderate levels of income distribution.

The Balanced Fund is suitable for investors whose primary goal is long-term capital appreciation while minimising risk and those looking for balanced exposure to both domestic and offshore assets. This fund is managed in accordance with Regulation 28 and suitable for retirement portfolios.

Reasons to invest

Agile investment approach to asset allocation and security selection through rapid implementation of ideas across market conditions.

Risk-aware with a focus on risk management and capital protection to ensure steady returns at optimal levels of risk.

Depth of experience with a team of portfolio managers each with over 25 years of investment experience, having delivered excellent long-term returns through multiple market cycles.

Specific fund risks

Equity and listed property investments are volatile by nature and subject to potential capital loss. Fixed income instruments, including corporate and government bonds, may experience capital loss in the event that an issuer defaults on their interest or principal payments. The portfolio may be subject to currency fluctuations due to its international exposure