In our third Balanced Perspective event, Iain Power, Fund Manager of the Nedgroup Investments Balanced Fund, gives us his views.
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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 first vaccines have arrived in the country. What does this mean for the l...
Covid-19 and your investments
As 2020 came to close we saw a sharp V-shaped recovery in global eq...
Point of No Returns
Peter Uhlenbruch, the Head of Investor Standards at ShareAction, discusses their research into the standards for responsible investing am...
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...
Time to read: 6 min
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 the Nedgroup Investments Global Property Fund, provides an overview of...
Tactical asset allocation in volatile markets
Tony Cousins, CEO of Pyrford International and Portfolio Manager of...
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...
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...
Time to read: 6 min
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 multi-counsellor Portfolio Managers for the Nedgroup Investments Stable F...
Balanced Fund – Taking stock
Iain Power, the CIO of Truffle Asset Management and Portfolio Manag...
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...
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...
Time to read: 4 min
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 Manager of the Nedgroup Investments Balanced Fund, Iain Power as we dis...
Effects of geopolitics and pandemic develop...
Thanos Papasavvas is the Founder and CIO of ABP Invest. ABP Invest ...
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...
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.
Time to read: 5 min
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 the Nedgroup Investments Global Cautious Fund, provides an overview o...
People buy people, but will they buy you?
Philip Calvert, inspirational LinkedIn and marketing guru, believes...
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...
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...
Time to read: 3 min
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 Investments Rainmaker Fund provides an overview of the Fund’s performa...
Balanced Fund quarterly feedback
Saul Miller and Iain Power of Truffle Asset Management, Fund Manage...
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...
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...
Time to read: 5 min
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 little in the form of real returns and this has led people to look to ...
Emerging Markets Fund outperforms amidst gl...
Portfolio manager Ian Beattie explains his outlook for the rest of ...
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...
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...
Time to read: 8 min
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-French, independent financial commentator, outlined her best practical ti...
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...
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...
Time to read: 6 min
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 for the Nedgroup Investments Global Property Fund, provides his views on...
Global Cautious Fund Quarterly Feedback
Tony Cousins, the CEO of Pyrford International, portfolio manager...
Global Diversified Equity Fund Feedback
Jeremy Lang, co-founder of Ardevora Asset Management, portfolio managers for the Nedgroup Investments Global Diversified Equity Fund, pro...
Global Flexible Fund Quarterly Feedback
Steven Romick from FPA (First Pacific Advisors), portfolio managers for the Nedgroup Investments Global Flexible Fund, provides an update...
Time to read: 5 min
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 ...
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...
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...
Time to read: 6 min
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 of the Nedgroup Investments Property Fund, provides an overview of th...
Cash Solutions Quarterly Feedback
Ray Wallace, the CIO at Taquanta Asset Managers, who have managed N...
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 ...
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...
Time to read: 7 min
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 that helps advisors to understand their clients.
The outlook for fixed income
Rashaad Tayob, Portfolio Manager at Abax and Manager of the Nedgrou...
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,...
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, ...
Time to read: 3 min
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 Portfolio Manager for the Nedgroup Investments Global Emerging Markets Equity...
How emerging markets have fared during the ...
Having reached the one-year anniversary of the Nedgroup Investments...
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...
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...
Time to read: 5 min
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 implementation of the national lockdown and the impact on the economy.
Credit on our minds
Jones Gondo, Senior Research Analyst – Credit at Nedbank CIB talks ...
Relationship with Blackrock
Phil Curley and Geeta Sharma from Blackrock Global Lending and Liquidity Group discuss how Nedgroup Investments clients with offshore cas...
Political overview
Political and Trend Analyst, JP Landman offers insights as to where the political priorities should lie.
Time to read: 2 min
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 Investments Global Emerging Markets Equity Fund reflects on how emerging ...
Property sector performance reflects differ...
Julian Campbell-Wood from Resolution Capital, Portfolio Managers fo...
Taking advantage of market turbulence
Tony Cousins of Pyrford International, the Portfolio Managers for the Nedgroup Investments Global Cautious Fund, talks about their respon...
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...
Time to read: 5 min
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 Nedgroup Investments Property Fund, reflects on the impact on the sector ...
Limiting the downside of Covid-19
Anthony Sedgwick of Abax Investments, Portfolio Manager of the Nedg...
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...
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...
Time to read: 6 min
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 Bravata Worldwide Flexible Fund and how it was positioned leading into ...
Impact of global shutdown on financials
Kokkie Kooyman, Portfolio Manager of the Nedgroup Investments Finan...
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...
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.
Time to read: 3 min
Abridged Annual Report 2019
Our abridged financial statements for 2019 are now available.
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FAQs – your investments and Covid-19
With so much real-time information coming in, it’s easy to get caught up in short-term sentiment and subsequently view daily developments...
Managing your investments in times of uncer...
Stay the course with your investments, focus on the long-term and d...
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.
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.
Time to read: 1 min
Get tax smart with your investments in 2020
The new year is a fantastic time to get your finances in order.
Does young always mean risky?
The first thing one is usually told about investing is that the higher the risk of the investment, the higher the potential return.
The ins and outs of international investing
Investing internationally does not need to be complicated.
Getting to know our Global Equity Fund
We provide an overview of the fund’s investment philosophy and structure and dive deeper into one of the stocks in the fund – Rolls Royce...
Nedgroup Investments Engage
In August, our institutional team hosted the second ENGAGE event in partnership with Business Day.
Time to read: 1 min
Three years of returns for investors
The Nedgroup Investments Global Property Fund has celebrated its three-year anniversary as one of the top-performing global property fund...
5 simple tips to be tax-smart
Being aware of and utilising the tax exemptions that government makes available to South Africans is an extremely valuable tool to achiev...
Stop the blame game
Instead of pointing fingers and focussing on narrow self-interests, government, business and society needs to draw a line in the sand and...
ACT 1: Reclaim the state
‘Just do something’ is the cry now rising from all over South Afric...
What a Messi! Avoiding Argentina
As many investors look to global equities to diversify their portfolios, the uncertainties in many developed markets have put the spotlig...
Entrepreneurship is key to employment
Fostering a can-do attitude and creating better growth structures and support for entrepreneurs is crucial to the success of entrepreneur...
Time to read: 3 min
A unique approach to investing globally
Our new Global Diversified Equities Fund is ideal for investors looking for long-term capital growth through investment in a global equi...
SA economy a ticking time bomb
The South African economy is in desperate need of a boost and business holds the key. But before businesses will start committing to the ...
Land expropriation without compensation
Land expropriation without compensation could have positive outcomes and may not be as scary as it sounds.
New fund launch
Nedgroup Investments is delighted to announce the launch of a fund ...
Why robo-tech needs a human touch
As digital platforms strive to improve decision making based on complex algorithms, the human element is becoming a critical differentiat...
Abridged Annual Report 2018
Our abridged financial statements for 2018 are now available.
Time to read: 1 min
FICA Amendment - important changes to note
As of 2 April 2019, some important changes to the Financial intelligence Centre Act (FICA) become effective which will have a direct impa...
Top honours at Morningstar Awards
At the Morningstar Fund Awards held in Cape Town this week, Nedgroup Investments was awarded the key award of the evening, namely the Bes...
Budget 2019 - Calls for increase in TFI limit
Asset Manager, Nedgroup Investments is calling for an increase on the lifetime limit for TFIs, which is currently R500 000.
Preparing for the next storm
Steven Romick discusses his mounting concern regarding risks in sov...
Face time with Dave Foord
Our Head of Investments, Robin Johnson, spent time catching up with Dave Foord, founder and Chief Investment Officer of Foord Asset Manag...
Offshore Manager of the Year
Nedgroup Investments was named the Offshore Management Company of the Year. This is the fourth consecutive year that Nedgroup Investments...
Time to read: 1 min
Make the most of your savings in 2019
January is a great time to ensure that you and your family are making the most of your savings opportunities in 2019.
Has South Africa’s inflation target shifted?
The SARB finally took a hawkish decision at the November MPC meeting to hike interest rates.
Diversifying your retirement fund
With the changes to Regulation 28, many retirement fund trustees are keen to increase their exposure to these markets.
South Africa Inc - what is in store?
So far 2018 has been a turbulent ride and businesses and citizens a...
Stable Fund series of articles
This five-part series of articles discusses some of the most important features of the Nedgroup Investments Stable Fund.
5 important habits
Amidst all the uncertainty created by trade war(s), Brexit negotiations, noise around possible land claims and the fallout from President...
Time to read: 3 min.jpg)
25 years of Contrarian Value Strategy
The Nedgroup Investments Global Flexible Fund (sub-advised by First Pacific Advisors) was recently awarded a Gold analyst rating by Morni...
Investing with world class technology
Our new automated online investing platform, My Extraordinary Life has won the 2018 Banker Tech Project of the Year in the category Arti...
Investing on your own terms
Because we understand that no one has time for endless paperwork, we now have a 100% paperless on-boarding solution to make investing wit...
Nedgroup Investments Global Property Fund
The Nedgroup Investments Global Property Fund has been awarded a Si...
Investing with us is even easier
Announcing the launch of our new paperless on-boarding solution which will make investing with us even easier for investors.
Comparison of retirement fund costs
Without standardised disclosure measures the layering of fees and costs has made it very difficult for employers and trustees to make acc...
Time to read: 2 min
Discussing the costs of retirement planning
In a recent interview with Blue Chip Magazine, Jannie Leach, Head of Core investments discussed the costs of retirement planning and how ...
Life-staging and Core investments
The Nedgroup Investments Core range was launched in 2009 to fulfill the need for simple, low cost, multi-asset unit trust portfolios that...
Nedgroup Investments Fund awarded Gold Rating
The Nedgroup Investments Global Flexible Fund has been awarded a Gold rating by Morningstar Analyst Ratings. This prestigious, internatio...
Value investing
Accelerating change swirls around us, placing us in the middle of a...
Choosing a retirement solution
As the obligations for trustees to select the most appropriate retirement solution for their members grows more onerous, it is crucial to...
Promoting sustainable RI in asset management
Establishing an ESG community that can promote and sustain a long-term responsible investing approach requires an entirely new way of thi...
Time to read: 3 min
Looking at the opportunities of TFI transfers
As of 1 March 2018 transfers between TFI product providers will be possible which introduces many opportunities for investors to ensure t...
Retirement funds look to cash to reduce risk
Given the high levels of volatility and uncertainty in the market, cash is currently providing attractive inflation-beating income opport...
What Budget 2018 means for investors
Denver Keswell, Senior Legal Advisor at Nedgroup Investments, highlights key impacts and changes for investors.
Saving for retirement
Saving for retirement, for most people, is their largest financial ...
Sustainable Responsible Investing
Given the high levels of volatility and uncertainty in the market, cash is currently providing attractive inflation-beating income opport...
Reaction to Steinhoff – a message to investors
Investors are understandably concerned about the consequences of the significant fall in the price of Steinhoff securities in the past fe...
Time to read: 3 min
Navigate the offshore investing undercurrent
Offshore investing allows you to access international investments, providing diversification in your investment.
You shouldn’t fear international markets
George Cipolloni, sub-investment manager of the Nedgroup Investments Global Cautious Fund presented on a panel at the Allan Gray Investme...
Property Fund celebrates strong first year
The Nedgroup Investments Global Property Fund has celebrated its first 12 months and has surpassed the $60 million mark.
An ideal solution to paying for education
Now, more than ever, parents could benefit from thinking ahead and ...
Top tips for investing offshore
While there is definitely a good case for diversifying offshore, it is crucial in times like these of heightened uncertainty, to stick to...
Two decades of winning by not losing
Stocks go up, stocks go down, sectors do well, sectors do poorly. It’s entertainment.
Time to read: 23 min
The rules of engagement have changed
The South African business sector remains committed to working with the government to restore confidence in the economy.
Reaction to cabinet reshuffle
Following recent events, we understand that as a result, many investors will be feeling very uncertain.
Abridged Annual Report 2016
Our abridged financial statements for 2016 are now available.
Last chance to maximise your tax advantages
National Treasury has done well over the years to encourage South A...
Two new multi-asset funds launched
Announcing the launch of two new multi-asset, Regulation 28 compliant funds.
Opportunity Fund wins at Morningstar Awards
Opportunity Fund wins at Morningstar Awards
Time to read: 3 min