Opportunity Fund – Seeking Opportunities

Omri Thomas from Abax Investments, portfolio manager of the Nedgroup Investments Opportunity Fund, provides an overview of the fund’s performance drivers in 2020 and where the team is now seeking and finding opportunities to help the fund meet its objective of CPI plus 5% in 2021 and beyond.

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Stability through divergent inflation scenarios

Nick Balkin is a Portfolio Manager at Foord Asset Management, the managers of the Nedgroup Investments Stable Fund. The Stable Fund is a slightly ‘riskier’ fund with a maximum exposure of 30% to equities with a key objective to deliver an inflation plus return over rolling 3 years and to protect capital over a rolling 1 year. Nick discusses how to achieve stability through divergent inflation scenarios.

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How to enhance low cash yields

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The Balanced Perspective: SA versus the world

There is a lot of rhetoric in the market about the shift to emerging market value. Locally, some of the Covid restrictions have been eased and the first vaccines have arrived in the country. What does this mean for the local equity market in South Africa and can we make any assumptions? In our second balanced Perspective event, Iain Truffle, Fund Manager of the Nedgroup Investments Balanced Fund, gives us his views.

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