Nedgroup Investments

Performance at: 31 Jul 2019


See how a fund has performed over time. This performance depends on the change in value of the underlying assets held in each fund's portfolio.

The performance figures below must be read alongside the relevant fact sheet,  Data source: © 2017 Morningstar Inc. All rights reserved.

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Fund name 1 Year 3 Years 5 Years 7 Years 10 Years
Multi-Asset funds
Nedgroup Investments Balanced Fund 5.80% 2.90% 6.00% 10.10%
Nedgroup Investments Stable Fund 3.10% 3.80% 5.40% 7.60% 9.14%
Nedgroup Investments Opportunity Fund 5.70% 3.10% 5.60% 9.00%
Nedgroup Investments Managed Fund 4.10%
Nedgroup Investments Bravata Worldwide Flexible Fund 10.70% 6.40% 8.30% 13.60% 11.91%
Core funds
Nedgroup Investments Core Diversified Fund 2.50% 3.70% 5.60% 9.70%
Nedgroup Investments Core Guarded Fund 5.30% 5.50% 6.80% 8.80%
Nedgroup Investments Core Accelerated Fund 1.10%
Equity funds
Nedgroup Investments Rainmaker Fund -8.00% -0.70% 1.80% 7.30% 9.40%
Nedgroup Investments Value Fund -9.30% -0.80% 0.80% 5.60% 9.37%
Nedgroup Investments Growth Fund -3.20% 2.70% 2.30% 7.60% 9.62%
Nedgroup Investments Private Wealth Equity Fund -3.00% -1.80% 2.80% 10.10% 12.25%
Income funds
Nedgroup Investments Money Market Fund 7.50% 7.60% 7.20% 6.60% 6.53%
Nedgroup Investments Core Income Fund 8.00% 8.10% 7.60% 7.10% 7.06%
Nedgroup Investments Property Fund -25.90% -6.90% 0.20% 3.60%
Nedgroup Investments Core Bond Fund 7.80% 9.10% 8.20% 7.30% 8.71%
Nedgroup Investments Flexible Income Fund 9.90% 8.30% 8.40% 8.30% 8.32%
Rand-denominated international funds
Nedgroup Investments Global Cautious Feeder Fund 7.30% 1.90% 8.10% 11.70%
Nedgroup Investments Global Flexible Feeder Fund 12.00% 8.00% 10.40% 15.30% 12.77%
Nedgroup Investments Global Equity Feeder Fund 16.60% 10.90% 12.90% 18.70% 15.74%
Nedgroup Investments Core Global Feeder Fund 12.30% 7.60%
Specialist equity funds
Nedgroup Investments Entrepreneur Fund -10.50% -2.10% 2.20% 7.50% 13.09%
Nedgroup Investments Mining & Resource Fund 16.20% 14.60% 3.50% 7.80% 7.74%
Nedgroup Investments Financials Fund -3.80% 5.80% 7.40% 12.60% 15.48%

Performance is calculated for the portfolio and individual investment performance may differ as a result of initial fees, the actual investment, the actual investment date, the date of reinvestment and dividend withholding tax. The annualised total return is the average return earned by an investment each year over a given time period.

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