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Nedgroup Investments Funds plc
Investment Manager
Nedgroup Investments
Sub-Investment Manager
Nedgroup Investments (UK) Limited
$127m 1
AUM
The sub-fund aims to provide a combination of capital growth and income over the long term by investing in a global bonds.
Investment Manager
Nedgroup Investments
Sub-Investment Manager
First Pacific Advisors LP
$286m 1
AUM
The Sub-Fund aims to provide investors with long-term capital growth through active stock selection in global equity markets.
The Sub-Fund aims to outperform global equity markets over the long-term, with an equivalent level of risk; the focus will be mid and large-cap companies across all geographies and sectors.
Investment Manager
Nedgroup Investments
Sub-Investment Manager
NS Partners Limited
$186m 1
AUM
The Sub-Fund aims to provide investors with long term capital growth through investment primarily in equity and equity related securities.
These securities will be issued by companies domiciled in or whose principal business activities are conducted in emerging markets countries, with no particular industry or geographical focus.
Investment Manager
Nedgroup Investments
Sub-Investment Manager
Resolution Capital Limited
$318m 1
AUM
The Sub-Fund aims to provide investors with long term capital growth through investment in listed global real estate securities, primarily domiciled in developed markets.
The Sub-Fund aims to achieve a total return that exceeds the performance indicator after fees, measured on a rolling three year basis.
Investment Manager
Nedgroup Investments
Sub-Investment Manager
First Pacific Advisors LP
$1.3bn 1
AUM
The Sub-Fund aims to provide investors with long term capital growth with exposure to a diverse multi-asset portfolio, targeting equity-like returns with volatility below that of equities.
Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives.
Investment Manager
Nedgroup Investments
Sub-Investment Manager
Veritas Asset Management LLP
$1.8bn 1
AUM
The Sub-Fund aims to provide investors with long term capital growth through investment in equity and equity related securities.
Investment Manager
Nedgroup Investments
Sub-Investment Manager
BlackRock Investment Management (UK) Limited
$1.2bn 1
AUM
The Sub-Fund aims to provide investors with long-term capital growth through low cost exposure to a range of global asset classes.
Investment Manager
Nedgroup Investments
Sub-Investment Manager
Pyrford International Limited
$141m 1
AUM
The Sub-Fund aims to provide investors with a return above cash with volatility below that of equities.
This Sub-Fund will aim to generate a return above the US Dollar one month SOFR (Secured Overnight Financing Rate), measured over a rolling three year period.
Investment Manager
Nedgroup Investments
Sub-Investment Manager
Nedgroup Investments (UK) Limited
$190m 1
AUM
The Sub-Fund aims to provide investors with capital growth, with moderate levels of risk and volatility over the medium to longer term.
Investment Manager
Nedgroup Investments
Sub-Investment Manager
Nedgroup Investments (UK) Limited
$244m 1
AUM
The Sub-Fund aims to provide investors with higher levels of capital growth, with moderate to higher levels of risk and volatility over the medium to longer term.
Investment Manager
Nedgroup Investments
Sub-Investment Manager
Nedgroup Investments (UK) Limited
£29m 1
AUM
The Sub-Fund aims to provide investors with a lower risk, lower volatility investment option.
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