We offer a comprehensive range of multi-managed solutions, each carefully constructed with clients’ return objectives and risk preferences in mind. Three of our ranges are domiciled in South Africa and aim to achieve the SA inflation target relevant to the respective risk level. Our product suite also includes an international fund range domiciled in Ireland that consist of three global, multi-asset solutions.

The Nedgroup Investments XS fund range consists of three actively managed fund of funds. Our investment philosophy is one that seeks to appoint specialist portfolio managers who are most appropriate for the achievement of each solution’s benchmark. This allows us to implement the fund management of your investment solutions using a number of investment specialists with proven track records.

XS Guarded

Risk Profile

Benchmark

Inflation +3%

ASISA Category

South African Multi Asset Low Equity

The greater the amount of risk an investor is willing to take on the greater the potential return.

XS Diversified

Risk Profile

Benchmark

Inflation +5%

ASISA Category

South African Multi Asset High Equity

The greater the amount of risk an investor is willing to take on the greater the potential return.

XS Accelerated

Risk Profile

Benchmark

Inflation +6.5%

ASISA Category

South African Multi Asset Flexible

The greater the amount of risk an investor is willing to take on the greater the potential return.

The Nedgroup Investments XS Select fund range consists of simple, low cost investment solutions that offer broad diversification across a range of domestic and global asset classes. Each solution is equally weighted across four fund managers and rebalancing takes place on a quarterly basis back to the target weights of 25% per fund. Importantly, no performance fees are charged by any of the underlying funds, nor on the fund of fund level.

XS Select Guarded

Risk Profile

Benchmark

Inflation +3%

ASISA Category

South African Multi Asset Low Equity

The greater the amount of risk an investor is willing to take on the greater the potential return.

XS Select Diversified

Risk Profile

Benchmark

Inflation +5%

ASISA Category

South African Multi Asset High Equity

The greater the amount of risk an investor is willing to take on the greater the potential return.

XS Select Equity

Risk Profile

Benchmark

Inflation +6.5%

ASISA Category

South African Multi Asset Flexible

The greater the amount of risk an investor is willing to take on the greater the potential return.

The Nedgroup Investments Private Wealth (NPW) Fund of Funds range consists of three actively managed multi-asset solutions, which mainly follow a specialist building block-approach. Nedgroup Asset Management is used as the foundation of each asset class and are complemented by selected fund managers that together aim to consistently achieve the defined investment outcomes.

Defensive

Risk Profile

Benchmark

Inflation + 2 – 4% pa over rolling 3 year periods

ASISA Category

South African Multi Asset Low Equity

Time Frame

Minimum 3 years

Maximum Equity

40%

The greater the amount of risk an investor is willing to take on the greater the potential return.

Balanced

Risk Profile

Benchmark

Inflation + 3 – 5% pa over rolling 5 year periods

ASISA Category

South African Multi Asset Medium Equity

Time Frame

Minimum 5 years

Maximum Equity

60%

The greater the amount of risk an investor is willing to take on the greater the potential return.

Satellite

Risk Profile

Benchmark

Inflation +5% – 7% pa over rolling 7 year periods

ASISA Category

South African Multi Asset Flexible Equity

Time Frame

Minimum 7 years

Maximum Equity

100%

The greater the amount of risk an investor is willing to take on the greater the potential return.

The Nedgroup Investments International range consists of three multi-asset portfolios managed globally, each aiming to deliver superior risk-adjusted returns across three distinct risk profiles. All funds are domiciled in Ireland, conform to the UCITS IV regulatory framework and have both USD and GBP currency classes. We aim to help our clients achieve their financial goals through having the freedom to invest in the best global investment opportunities and by having a long-term valuation investment focus.

Income

Risk Profile

Benchmark

3 month LIBID

Peer Group

Morningstar Global Bonds

Time Frame

Minimum 3 to 5 years

The greater the amount of risk an investor is willing to take on the greater the potential return.

Balanced

Risk Profile

Benchmark

3 month LIBID + 1% to 3%

Peer Group

50/50 Morningstar Moderate Allocation and Morningstar Cautious Allocation

Time Frame

Minimum 3 to 5 years

The greater the amount of risk an investor is willing to take on the greater the potential return.

Growth

Risk Profile

Benchmark

3 month LIBID + 3% to 5%

Peer Group

Morningstar Aggressive Allocation

Time Frame

Minimum 5 to 7 years

The greater the amount of risk an investor is willing to take on the greater the potential return.

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