Nedgroup Investments

Domestic unit trusts

Equity portfolios

Equity unit trust portfolios aim to provide investors with high levels of capital growth (at high levels of volatility) by investing in listed equities. These portfolios are often appropriate for investors with longer investment horizons.

Income portfolios

Income unit trust portfolios aim to provide investors with high levels of income (at low levels of capital volatility), by investing primarily in fixed income asset classes. These portfolios are often appropriate for investors with shorter investment horizons.

Core portfolios

The Nedgroup Investments Core Portfolios are balanced portfolios which aim to provide low cost exposure to a range of local and global asset classes. You may use these as a low cost core holding or use them to implement your entire strategy.

Asset allocation portfolios

Asset allocation unit trust portfolios aim to provide investors with moderate levels of income and capital growth (at moderate levels of capital volatility), by investing in a range of different asset classes. These portfolios are often appropriate for investors with medium to longer investment horizons.

Rand-denominated international portfolios

If you wish to have exposure to offshore investment opportunities, you may consider the following range of rand-denominated unit trust portfolios that provide this exposure for lower minimum investments and without the hassle of having to apply for foreign exchange approval.

Specialist equity portfolios

We also offer a range of ‘specialist’ equity unit trust portfolios. These are equity portfolios that are invested according to a specific sector or theme. They tend to display high levels of price volatility.