-
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
- Find a form
- Learn more
- Responsible Investing
- Contact us
Multi-Managed Future Focus Equity Fund
Investor Profile
The unit trust portfolio is suitable for investors who require high levels of income and capital preservation and provides an attractive alternative to current and savings accounts and may be used to diversify away from equity assets or as a short-term investment for capital. The portfolio typically displays very little volatility.
Investment managers
Aeon Investment Management
Aeon Investment Management was founded in 2005. Based in Cape Town, South Africa, it is a boutique investment management firm that specializes in managing a range of equity and absolute return portfolios. The company is known for its rigorous investment process, which combines both fundamental and quantitative analysis to identify market inefficiencies and generate consistent alpha. Aeon Investment Management serves a diverse client base, including institutional investors and private clients, aiming to deliver superior investment performance through disciplined and innovative strategies.
Camissa Asset Management
Camissa Asset Management was founded in 2001. Based in Cape Town, South Africa, it is a specialist investment management firm that caters to both institutional and private investors. The company is known for its independent and deep-thinking approach to investment, aiming to deliver superior performance through disciplined processes and a culture that encourages differentiated thinking. Camissa manages a range of funds across the risk spectrum, including equity, multi-asset class, bond, and money market funds.
Perpetua Investment Managers
Perpetua Investment Managers was founded in 2012. It is an independent investment management firm based in South Africa. The company focuses on providing long-term investment solutions and managing funds across various asset classes. Perpetua is known for its disciplined investment approach, emphasizing thorough research and analysis to achieve sustainable returns for its clients. The firm serves a diverse range of clients, including institutional investors, private clients, and retirement funds.
Risk profile
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
7 yearsInception date
31 January 2025
Asisa category
South African - Equity - SA General
Benchmark
FTSE/JSE Capped SWIX All Share Index
Performance (since inception)
Past performance is not indicative of future performance and does not predict future returns.
Annual fees and charges
| excl VAT | incl VAT | |
|---|---|---|
| Fund management fee | 0.85% | 0.98% |
| + | ||
| Fund expenses | 0.05% | |
| Total expense ratio | 1.03% | |
| + | ||
| Fund transacting costs | 0.06% | |
| Total investment charges | 1.09% | |
Price as at View all prices
| Fund price | Market change | Unit count |
|---|---|---|
| 1 051.30 |  -0.23% |
49 265.7197 |
Income distribution
| Cents per unit | Latest date | Frequency |
|---|---|---|
| - | Annually |
For a better experience of the Nedgroup Investments website, please try the latest version of these browsers
