Core Chartbook 2021 key take-outs

Rules-based funds continue to grow at the expense of active across most markets, a reflection of investor preferences and the pressures on fees and costs in the industry. This is clear in the findings of the Nedgroup Investments annual Core Chart book which illustrates the state of the entire rules-based industry in a series of interesting charts and data points.

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Nedgroup Investments Core Range

The Nedgroup Investments Core Guarded Fund has the best chance of success in the Multi-Asset Low Equity category. Funds in this category are typically suited to investment periods of about 3 years because they have smaller ups and downs compared to traditional balanced funds used for pension savings. The Nedgroup Investments Core Guarded Fund has lower overall costs and fees, which means you don’t need to look for additional returns just to overcome the fee hurdle.