After 10 years of consistent performance, ranking second in the peer category group over the period, we asked Fund Manager, Iain Power to reflect on some of the key lessons he learnt while managing the fund over the past decade
NEWS
Our views on the latest industry developments, including insights on how these may affect your investments.
Subscribe to our news
What happens when you print money?
Money printing has been around for some time – since the GFC – but what we have seen is a massive acceleration since the Covid pandemic.
Three big investments themes you should be ...
If you are not already scanning the investments universe for winners in the space of big data and AI, Next-gen Healthcare and suppressed ...
How we find the top investment managers in ...
Identifying good, independent managers has been central to our success over the past two decades.
Why this fund manager is optimistic amidst ...
While many analysts and investors see reason to be cautious at the ...
Habit: the key to helping clients make bett...
Contrary to popular opinion, willpower is not enough to establish a sustainable habit
Why we are positive about China – EM Invest...
While there has been a lot of noise in the system about recent policy announcements and implementation thereof by the Chinese Government,...
Time to read: 3 min
The Silk Road – a bumpy ride ahead?
A look at the potential impact of recent announcements from the Chinese Government on Chinese investments
Global Emerging Markets Equity Fund comment...
Comments on China Education Group
Decisions based on recent performance
Mistakes can and do happen no matter how good you are.
Great risk-adjusted returns
Investors should rightfully pay attention to the numerous potential...
Performance vs inflation +4%
Inflation beating returns while avoiding capital losses
When does it pay to be conservative?
Inflation beating returns while avoiding capital losses
Time to read: 4 min
Excellent returns through asset allocation
Navigating capital market risk events
Uncomfortably comfortable
Steven Romick is a Portfolio Manager at First Pacific Advisors, the managers of the Nedgroup Investments Global Flexible Fund, provides a...
REITerating Fundamentals
Marco Colantonio is a Portfolio Manager at Resolution Capital, the...
The only free lunch in town?
Nick Balkin is a Portfolio Manager at Foord Asset Managers, the manager of the Nedgroup Investments Stable Fund discusses how diversifica...
Tour de opportunity
The Nedgroup Investments Opportunity Fund just finished the 10th stage of its race.
Time to read: 6 min
The Great Rotation
In this month’s edition of the Balanced Perspective, we look to go behind the trends we are witnessing and gain further perspective of bo...
Investment Insights: SA Equities – uncoveri...
South African equities have been one of the standout performers in global investment markets this year. Is there still value in the marke...
The 6 South African investor archetypes
Six investment personality archetypes that could give investors and advisors brand new insight into how they can make better investment d...
Investing in a post-covid world
We chatted to Dave Foord about his views on investing in a post-cov...
Why talking about ‘Value versus Growth’ is ...
People often hear value investing and assume it’s just an investment with a low P/E ratio, or owning the shares of a proven business in p...
The Balanced Perspective
Iain Power of Truffle Asset Management, in a Q&A with David Levinson, discusses whether we will see real inflation hit our wallets and th...
Time to read: 4 min
Nedgroup Investments behavioural survey
Nedgroup Investments has released the findings from its Nedgroup Investments Financial Personality Survey
Just and equitable growth in South Africa
Tracey Davies, the Executive Director of Just Share, a leader in shareholder activism in South Africa, discusses gender and pay inequality
Why diversity is good for everyone
David Levinson, Senior Investment Analyst at Nedgroup Investments, shares some of the initial findings of the Nedgroup Responsible Invest...
Why diversity does not always result in inc...
Fadzi Whande, a Diversity and Inclusion strategist for the United N...
Investment Insights: Disruption and evoluti...
Ian Anderson CIO at Counterpoint Asset Management; portfolio manager of the Nedgroup Investments Property Fund, discusses the extreme lev...
Global Emerging Markets Fund Quarterly Feed...
Ian Beattie is a Portfolio Manager at NS Partners, the managers of the Nedgroup Investments Global Emerging Markets Fund. Ian provides an...
Time to read: 5 min
Global Flexible Fund Quarterly Feedback – B...
Brian Selmo is a Portfolio Manager at First Pacific Advisors (FPA), the managers of the Nedgroup Investments Global Flexible Fund. Brian ...
Global Cautious Fund Quarterly Feedback – R...
Tony Cousins is the CEO and CIO at Pyrford International, the managers of the Nedgroup Investments Global Cautious Fund. Tony provides an...
Global Equity Fund Quarterly Feedback – Wha...
Andrew Headley is a Portfolio Manager at Veritas Asset Management, the managers of the Nedgroup Investments Global Equity Fund. Andrew pr...
Global Behavioural Fund Quarterly Feedback ...
Jeremy Lang is a Portfolio Manager at Ardevora Asset management, th...
Post-Covid portfolios need global REITs
Julian Campbell-Wood is a Portfolio Manager at Resolution Capital, the managers of the Nedgroup Investments Global Property Fund provides...
Stability through divergent inflation scena...
Nick Balkin is a Portfolio Manager at Foord Asset Management, the managers of the Nedgroup Investments Stable Fund. Nick discusses how to...
Time to read: 4 min
How to enhance low cash yields
Philip Liebenberg is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Flexible Income Fund. Philip takes...
Cash management during a pandemic
Sharika Salie is a Portfolio Manager at Taquanta Asset Management, the managers of the Nedgroup Investments Core Income Fund. Sharika dis...
Why US inflation matters
Saul Miller is a Portfolio Manager at Truffle Asset Management, the managers of the Nedgroup Investments Balanced Fund and discusses the ...
Is there still any value in the market?
Anthony Sedgwick is a Portfolio Manager at Abax Investments, the ma...
Are we there yet?
Omri Thomas is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Opportunity Fund. Omri discusses the Fun...
Adapting to the continually evolving landscape
Steve Romick and Brian Selmo, co-portfolio managers of the Nedgroup Investments Global Flexible Fund discuss how FPA manages the Fund in ...
Time to read: 17 min
International investing in 3 easy steps
Tracy Jensen, Investment Strategist at Nedgroup Investments discusses what to consider when planning to invest internationally, and pract...
The single biggest influencer of global ass...
Iain Power, Portfolio Manager of the Nedgroup Investments Balanced Fund discusses the interdependent world of global markets, looking at ...
Change the environment not the person - inv...
When it comes to influencing investor behaviour, it’s more important to change the way in which the investor is receiving information tha...
Using behavioural insights to empower bette...
Professor Greg Davies, a globally recognised expert in applied deci...
Design your happy ever after
Professor Paul Dolan, Head of Department and Professor of Behavioural Sciences at the London School of Economics explores how science can...
Inside the mind of a behavioural investor
William Pattisson is the co-founder of Ardevora Asset Management looks to leverage the errors of judgement made by global equity market p...
Time to read: 7 min
Big Tech vs. The Antitrust movement
In our third Balanced Perspective event, Iain Power, Fund Manager of the Nedgroup Investments Balanced Fund, gives us his views.
Budget Speech 2021 - Can SA weather the storm?
Nicky Weimar, Chief economist at Nedbank, provides an overview of the national budget speech and highlights the key take-outs.
Navigating South African Fixed Income Markets
Philip Liebenberg of Abax Investments is the incoming Portfolio Manager for the Nedgroup Investments Flexible Income Fund. In light of th...
The Balanced Perspective: SA vs the world
Locally, some of the Covid restrictions have been eased and the fir...
Covid-19 and your investments
As 2020 came to close we saw a sharp V-shaped recovery in global equity markets after the immediate negative response to the Covid-19 pan...
Point of No Returns
Peter Uhlenbruch, the Head of Investor Standards at ShareAction, discusses their research into the standards for responsible investing am...
Time to read: 5 min
Climate change and ethics
Clem Sunter, South Africa’s most highly regarded scenario planner and strategist, discusses climate change and ethics and the Covid vacci...
ESG investing in emerging markets
Dr Mark Mobius, the Founding Partner of Mobius Capital Partners, discusses the merits of ESG investing in the context of emerging markets.
Why sustainability matters to Woolworths
Roy Bagattini, the newly appointed CEO of Woolworths Holdings Limited, talks about why sustainability matters to Woolworths.
REITS: Vaccines, Recovery & Value
Marco Colantonio from Resolution Capital, the Portfolio Manager of ...
Tactical asset allocation in volatile markets
Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, shares how their strat...
Emerging Markets - We've just begun
Ian Beattie from NS Partners, the Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund, has been investing i...
Time to read: 5 min
Global Equity Fund - Mr. Market
Andrew Headley of Veritas Asset Management, Portfolio Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the...
Vaccines mean a V-Shaped Recovery
Jeremy Lang of Ardevora Asset Management, Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, shares the team’s...
An exceptionally unexceptional year
Steven Romick from First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, shares how the Fund far...
Stable Fund – Outlook for the year ahead
Dave Foord is the CIO of Foord Asset Management and one of four mul...
Balanced Fund – Taking stock
Iain Power, the CIO of Truffle Asset Management and Portfolio Manager of the Nedgroup Investments Balanced Fund since inception, takes st...
Property Fund – Thoughts on SA listed property
Ian Anderson from Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, illustrates the differentiated prop...
Time to read: 8 min
Rainmaker Fund – Is local always lekker?
Steve Minnaar from Abax Investments, Portfolio Manager for the Nedgroup Investments Rainmaker Fund, provides an update on the evolution o...
Flexible Income Fund – Maintaining the cour...
Rashaad Tayob from Abax Investments, Portfolio Manager for the Nedgroup Investments Flexible Income Fund, explains how they achieved the ...
Opportunity Fund – Seeking Opportunities
Omri Thomas from Abax Investments, portfolio manager of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s per...
The Balanced Perspective: prospects for SA ...
The Balance Perspective is a 15-minute long webinar with our Fund M...
Effects of geopolitics and pandemic develop...
Thanos Papasavvas is the Founder and CIO of ABP Invest. ABP Invest provides strategic outlook and research on markets, geopolitics, econo...
Investing in local real estate
Ian Anderson of Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, discusses SA listed property as a cre...
Time to read: 7 min
Reasons to invest in global real estate
Andrew Parsons, the CIO of Resolution Capital, discusses some of the fundamental concepts to consider when investing in global real estate.
Mid-term budget speech commentary from Nick...
Nicky Weimar, Chief economist at Nedbank provides an overview of the mid-term budget speech and highlights the key take-outs.
Global Diversified Equity Fund quarterly fe...
Jeremy Lang of Ardevora Asset Management, and Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, provides an o...
Global Cautious Fund quarterly feedback
Tony Cousins, CEO of Pyrford International and Portfolio Manager of...
People buy people, but will they buy you?
Philip Calvert, inspirational LinkedIn and marketing guru, believes there is no time like the present to strengthen your online presence,...
Choosing a fund manager
Our fund managers are selected and assessed by means of our Best of Breed™ investment approach - an intensive and rigorous process that e...
Time to read: 4 min
Global Flexible Fund quarterly feedback
Brian Selmo of First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, provides an overview of the...
Global Equity Fund quarterly feedback
Andrew Headley of Veritas Asset Management, Fund Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the Fund...
Global Emerging Markets Equity Fund quarter...
Ian Beattie of NS Partners, Fund Manager of the Global Emerging Markets Equity Fund, provides an overview of the Fund’s performance for t...
Rainmaker Fund quarterly feedback
Anthony Sedgwick of Abax Investments, Fund Manager of the Nedgroup ...
Balanced Fund quarterly feedback
Saul Miller and Iain Power of Truffle Asset Management, Fund Managers of the Nedgroup Investments Balanced Fund provide an overview of th...
Opportunity Fund quarterly feedback
Omri Thomas of Abax Investments, Fund Manager of the Nedgroup Investments Opportunity Fund provides an overview of the Fund’s performance...
Time to read: 6 min
Stable Fund quarterly feedback
Nick Balkin of Foord Asset Management, Fund Manager of the Nedgroup Investments Stable Fund provides an overview of the Fund’s performanc...
Flexible Income Fund quarterly feedback
Rashaad Tayob of Abax Investments, Fund Manager of the Nedgroup Investments Flexible Income Fund provides an overview of the Fund’s perfo...
Smart ways to get more out of your savings
2020 has been a tough year. Economies across the globe have been hit hard and, in an attempt to stimulate growth, interest rates have bee...
Offshore Investing – it’s simpler than you ...
Local equity markets have struggled to provide investors with very ...
Emerging Markets Fund outperforms amidst gl...
Portfolio manager Ian Beattie explains his outlook for the rest of the year, stating that “We believe that the unprecedented fiscal and m...
Retirement planning in the time of Covid-19
Retirement matters - to everybody. Generally, it is our biggest asset and one we spend years and years accumulating. It is no surprise th...
Time to read: 6 min
In conversation with Dave Foord
Dave Foord, founder of Foord Asset Management, who has been managing internationally diversified portfolios for the last four decades cha...
Active or passive - does it really matter?
Maya Fisher-French, independent financial commentator discusses how many peopla are scrutinising their investment strategies and wonderin...
Eskom’s strategy to keep the lights on
A reliable and cost effective electricity supply is a critical success factor for the performance of the South African economy. Nedbank C...
How to prioritise debt, savings and investm...
At the second Nedgroup Investments Take 5 webinars, Maya Fisher-Fre...
Tax smart investing in turbulent times
A Nedgroup Investments Take5 webinar with Maya Fisher-French
Finding value in the South African equity m...
Murray Winkler and Dwayne Dippenaar of Laurium Capital, the newly appointed managers for the Nedgroup Investments Growth Fund, discuss th...
Time to read: 6 min
Between a rock and a hard place
Douglas Nicol, Investment Analyst at Nedgroup Investments, discusses interest rate developments over the last few months and the impact o...
Rainmaker and Entrepreneur Funds Feedback
Anthony Sedgwick from Abax Investments, the portfolio managers for the Nedgroup Investments Rainmaker and Entrepreneur Funds, provides a ...
Global Emerging Markets Equity Fund Feedback
Ian Beattie, Co-CIO at NS Partners, the portfolio managers for the Nedgroup Investments Global Emerging Markets Equity Fund, provides an ...
Global Property Fund Quarterly Feedback
Marco Colantonio from Resolution Capital, the portfolio managers fo...
Global Cautious Fund Quarterly Feedback
Tony Cousins, the CEO of Pyrford International, portfolio managers for the Nedgroup Investment Global Cautious Fund, provides an update...
Global Diversified Equity Fund Feedback
Jeremy Lang, co-founder of Ardevora Asset Management, portfolio managers for the Nedgroup Investments Global Diversified Equity Fund, pro...
Time to read: 4 min
Global Flexible Fund Quarterly Feedback
Steven Romick from FPA (First Pacific Advisors), portfolio managers for the Nedgroup Investments Global Flexible Fund, provides an update...
Global Equity Fund Quarterly Feedback
Antony Burgess from Veritas Asset Management, portfolio managers for the Nedgroup Investment Global Equity Fund since 2010, provides an...
Bravata Fund Quarterly Feedback
Walter Aylett from Aylett Fund Managers, the portfolio manager of the Nedgroup Investments Bravata Worldwide Flexible Fund, provides an u...
Core Fund Range Quarterly Feedback
Jannie Leach, head of the Nedgroup Investments Core business since inception, gives us an update on the business and rules-based industry...
Opportunity Fund Quarterly Feedback
Omri Thomas of Abax Investments, the managers of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s performanc...
Time to read: 5 min
Flexible Income Fund Quarterly Feedback
Lara Dalmeyer of Abax Investments, the managers of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s performa...
Stable Fund Quarterly Feedback
William Fraser of Foord Asset Management, who have managed the Nedgroup Investments Stable Fund since inception, provides an overview of ...
Balanced and Managed Funds Quarterly Feedback
Iain Power, the CIO at Truffle Asset Management, provides an overview of the Nedgroup Investments Balanced Fund for the last quarter.
Property Fund Quarterly Feedback
Ian Anderson, the CIO at Bridge Fund Managers and portfolio manager...
Cash Solutions Quarterly Feedback
Ray Wallace, the CIO at Taquanta Asset Managers, who have managed Nedgroup Investments’ cash products since inception, provides an overvi...
Phasing out of manual instruction forms
In line with our digital developments, we are moving towards removing the manual instruction forms from our website for all transactions ...
Time to read: 1 min
What behavioural characteristics reveal
In the final module of this 3-part series, Neil Bage, director of behavioural insights at BE-IQ, explores how a client’s financial planni...
Tito Mboweni's special budget analysis
Nicky Weimar, Nedbank’s Chief Economist, provides a considered interpretation of the supplementary budget review presented by the Ministe...
What goes in your client's head when making...
In module 2 of this 3-part series, Neil Bage, director of behavioural insights at BE-IQ, a UK-based fintech company, focuses on how we pr...
Being human in times of uncertainty
Neil Bage is a director of BE-IQ, a fintech company based in the UK...
The outlook for fixed income
Rashaad Tayob, Portfolio Manager at Abax and Manager of the Nedgroup Investments Flexible Income Fund, comments on the outlook for fixed ...
Post-COVID-19 perspective on major asset cl...
Karl Leinberger, Chief Investment Manager for Coronation Fund Managers, comments on Coronation’s house view of the current situation and,...
Time to read: 6 min
The outlook for global equities
Andrew Headley, Co-founder and Portfolio Manager at Veritas Asset management and Manager of the Nedgroup Investments Global Equity Fund, ...
Is now the right time to back the SA market?
Given that South African equities seem to be very unloved, Murray Winckler, Co-founder and Senior Portfolio Manager at Laurium Capital, a...
Is energy the silver bullet we need exit th...
JP Landman is a consultant to Nedbank Private Wealth and an independent political commentator. He focuses on political trends and economi...
Compelling indicators to support the bull c...
Ian Beattie, co-chief investment officer at NS Partners and Portfol...
How emerging markets have fared during the ...
Having reached the one-year anniversary of the Nedgroup Investments Global Emerging Markets Equity Fund we reflect on how it has fared pa...
What responsible investing looks like in as...
2019 saw us embark on an extensive responsible investment (RI) review of our assets under management, with the objective to establish the...
Time to read: 1 min
Managing clients’ short-term anxiety
Seugnet de Villiers, Investment Analyst at Nedgroup Investments, reinforces the need to adhere to the basics of investing when helping cl...
Responsible investing beyond Covid-19
David Levinson, Senior Investment Analyst at Nedgroup Investments, discusses the responsible investment landscape among their local and i...
Cash Solutions’ liquidity funds
Ray Wallace Chief Investment Officer at Taquanta Asset Managers shares how the funds have weathered the storm really well, emerging much ...
Economic forecast and the impact of the loc...
Nicky Weimar, Group Chief Economist at Nedbank discusses the implem...
Credit on our minds
Jones Gondo, Senior Research Analyst – Credit at Nedbank CIB talks about our macroeconomic environment with high systemic risk, a lot of ...
Relationship with Blackrock
Phil Curley and Geeta Sharma from Blackrock Global Lending and Liquidity Group discuss how Nedgroup Investments clients with offshore cas...
Time to read: 3 min
Political overview
Political and Trend Analyst, JP Landman offers insights as to where the political priorities should lie.
Banks and financial systems in the current ...
Mike Brown CEO at Nedbank discusses our robust banking system that works well, has been tested and has performed better than many of its...
In conversation with Mike Brown
Mike Brown, Chief Executive Officer of Nedbank shares his insights on balance and leadership in uncertain times
The winners in emerging markets
Ian Beattie from NS Partners, Portfolio Manager of the Nedgroup Inv...
Property sector performance reflects differ...
Julian Campbell-Wood from Resolution Capital, Portfolio Managers for Nedgroup Investments Global Property Fund, reflects on how the vario...
Taking advantage of market turbulence
Tony Cousins of Pyrford International, the Portfolio Managers for the Nedgroup Investments Global Cautious Fund, talks about their respon...
Time to read: 5 min
The Global Flexible Fund and its response t...
Brian Selmo of First Pacific Advisors, the Portfolio Managers of Nedgroup Investments Global Flexible Fund, reviews the fund’s Q1 perform...
A Covid-19 strategy aimed to weather the cr...
Antony Burgess from Veritas Asset Management, portfolio managers for the Nedgroup Investment Global Equity Fund, discusses their Covid-19...
Why bonds are an attractive option in uncer...
Jannie Leach, head of core investments for the Nedgroup Investments Core Bond Fund, sheds light on why bond funds are an attractive optio...
Domestic property and Covid-19
Ian Anderson of Bridge Fund Managers, Portfolio Manager for the Ned...
Limiting the downside of Covid-19
Anthony Sedgwick of Abax Investments, Portfolio Manager of the Nedgroup Investments Rainmaker & Entrepreneur Funds, talks about their app...
Finding value in falling markets
Iain Power, CEO of Truffle Asset Managers, Portfolio Manager of the Nedgroup Investments Balanced Fund, talks about finding value amid th...
Time to read: 5 min
The virus shocks shaking global economies
Omri Thomas of Abax Investments, Portfolio Manager of the Nedgroup Investments Opportunity Fund, provides context for the global economic...
Looking for stability in uncertain times
Nick Balkin of Foord Asset Management, Portfolio Managers of the Nedgroup Investments Stable Fund, talks about finding stability in uncer...
Long road to recovery
Rashaad Tayob, Portfolio Manager of the Nedgroup Investments Flexible Income Fund discusses the long road to recovery after lockdown.
Walter Aylett on the Bravata Fund
A conversation with Walter Aylett on how the Nedgroup Investments B...
Impact of global shutdown on financials
Kokkie Kooyman, Portfolio Manager of the Nedgroup Investments Financials Fund discusses the Covid-19 crisis and how the resultant economi...
Navigating resources in turbulent times
Simon Kendall, Portfolio Manager of the Nedgroup Investments Mining & Resource Fund talks about how 2019 was a tremendous year for the re...
Time to read: 4 min
The devastation being wrought by Covid-19
Nicky Weimar, Group Chief Economist from Nedbank focuses on what to expect from the global and SA economy given the Covid-19 pandemic.
Abridged Annual Report 2019
Our abridged financial statements for 2019 are now available.
Subscribe to our podcasts
For our latest industry and market views, remember to subcribe to our podcast channels
FAQs – your investments and Covid-19
With so much real-time information coming in, it’s easy to get caug...
Managing your investments in times of uncer...
Stay the course with your investments, focus on the long-term and don’t panic-sell, based on the headlines in the daily news.
Global Equity Fund wins top prize
The Nedgroup Investments Global Equity Fund scooped top prize in its category at the 2020 Morningstar Awards last night.
Time to read: 1 min
Offshore Manager of the Year for 5th year
Nedgroup Investments was named Offshore Management Company of the Year at the annual Raging Bull Awards in Cape Town.