Finding the balance by Rob Johnson & Iain Power

To achieve an optimally balanced portfolio of assets, our fund managers have to consider an impossibly large number of factors that could influence positions in the fund.

Time to read: 6 min

The Core Global Fund by Jannie Leach, Head of Core Investments

In a time of crisis, one often hears people remark that “this time it’s different” as the narratives around market downturns almost always change; in this case it is the coronavirus while in the Global Financial Crisis it was mortgaged-backed securities.

Time to read: 5 min

Update on the Global Equity Fund by Anil Jugmohan, CFA, Senior Investment Analyst

Since 2001, when Veritas began managing their Global Focus Strategy, which the Nedgroup Investments Global Equity Fund is based upon, they have outperformed their peer group by almost 4% p.a. which is outstanding.

Time to read: 5 min

2019 Responsible Investment Report by David Levinson, Investment Analyst

As our parent company, Nedbank Ltd, further entrenches the United Nations Sustainable Development Goals into its business strategy, this has provided the stage to further embed responsible investment into Nedgroup Investments’ corporate culture and the way in which our funds are managed.

Time to read: 5 min

Options for offshore investing by Trevor Garvin, Head of Multi-Management

Amid the tide of reports of doom and gloom for the local economy, supported recently by Moody’s official downgrade of South Africa to “junk bond” status, financial planners are faced with the dilemma of what to do with their clients’ long-term investments and savings.

Time to read: 6 min

The challenges of S37C by Denver Keswell, Senior legal advisor

Section 37C is viewed as a social security measure to ensure that dependants of deceased retirement fund members are not left without financial support.

Time to read: 4 min