The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Nedgroup Investments Proprietary Limited, Nedgroup Investments (IOM) Limited or any of their associates or subsidiaries (collectively “Nedgroup Investments”) to buy or sell any financial products or to provide any investment advice or service.
Nedgroup Investments uses third party cookies to improve website users online experience. By looking at and understanding users browsing preferences we are able to provide content that is most relevant.
By clicking the ‘I agree’ button below I hereby confirm that:
(a) I have read and understand the above; and
(b) The laws of my home jurisdiction does not prohibit the communication of the information contained in this website; and
(c) I am not acting for the benefit of any such persons mentioned in (b); and
(d) Any investment with Nedgroup Investments is based on my own initiative and not due to any offer or solicitation by Nedgroup Investments.
(e) I have read and accept the use of all cookies in accordance with Nedgroup Investments Privacy Policy and Cookie Policy.
Cookie Policy
This policy describes the type of information collected by cookies used on the Nedgroup Investments public website (www.nedgroupinvestments.com) ‘the website’ and what that data is being used for. By continuing to browse the website you are agreeing to use our cookies.
What about cookies?
A cookie is a small data file that is essential for the proper functioning of the website. Cookies do not retrieve information about you stored on your hard drive, or corrupt or damage your computer or computer files.
How do we use cookies on this website?
The cookie settings on the website are set to “allow all cookies” to give you the best user experience. When you visit the website cookies will be transferred to your computer's hard drive through your browser. These cookies are completely safe and secure and will never contain any sensitive information.
We use the following cookies:
Session cookies (or ‘strictly necessary’ cookies) are automatically generated and we do not have control over it.These cookies are needed to make the website service work and include, for example, cookies that enable you to log into secure areas of the website.
Analytical cookies. They allow us to recognise and count the number of website users and to see how visitors are using the website. This helps us to improve the way the website works, for example, by ensuring that users are finding what they are looking for easily.
We use Google Analytics and Adobe Analytics to monitor website usage. Data collected via Adobe Analytics are used to generate internal reports. These reports are for internal purposes only and are not shared with external parties.
Demographic data cookies. Regional information about the user such as country code and city are collected. The IP address of the website user is used to check location but we don’t store it in the cookie.
Demographic cookies are also used to generate internal reports to better understand user behavior. These reports are for internal purposes only and are not shared with external parties. Examples of demographic data cookies include isoCode, urrentCity and Preflocation.
Social Media data. We use a facebook page to promote campaigns. In order for this service to work, a script, in other words a line of code has been included within the website as requested by our 3rd party vendor Flume.
Site security data. These cookies are used as an anti-forgery method to prevent cyber attacks. An example of anti-forgery cookie is RequestVerificationToken.
Site performance data. These cookies are used to monitor the performance of the site and detect anomalies. An example of a site performance cookie is ai_user, c_user.
Privacy Policy
This privacy policy tells you about the information we collect from you when you use our website (www.nedgroupinvestments.com).
The website is shared by Nedgroup Investments Proprietary Limited and Nedgroup Investments (IOM) Limited (collectively “Nedgroup Investments”) and is administered from South Africa by Nedgroup Investments Proprietary Limited.
Nedgroup Investments Proprietary Limited are considered to be the data controller of information generated by the website except in the instances where you register and use Nedgroup Investments (IOM) Limited’s secure portal or submit enquiries to them via the website. In these cases only, Nedgroup Investments (IOM) Limited will be the controller of your data.
This policy provides you with information about why and how we use your data, and about the rights you have over your data.
If you have any questions about this policy or do not agree with it, please contact us before using the website.
By using any part of the website or providing personal information to Nedgroup Investments you acknowledge the processing of your personal information as set out in this policy.
General principles
Nedgroup Investments is committed to keeping your information private. By 'your information' we mean any information about you that you or third parties provide to us. This policy relates to the privacy of your information at the website.
When you use our website
When you use our website a number of cookies are used by us to allow the website to function, to collect useful information about visitors and to help to make your user experience better.
Some of the cookies we use are strictly necessary for our website to function, and we don’t ask for your consent to place these on your computer.
However, for those cookies that are useful but not strictly necessary we will always ask for your consent before placing them.
For more information about our use of cookies, please see our cookie policy.
In general, you can use the website without giving us any information. Any domain name information that we collect is not used to personally identify you but is instead aggregated to measure the number of visits, average time spent on the website and pages viewed. We use this information to measure the use of our website and to improve its contents.
When you submit an enquiry via our website
When you submit an enquiry via the ‘Contact Us’ sections of our website, you supply us with your name, your email address and the detail of your enquiry.
We use this information to respond to your query, which includes providing you with any requested information about our products. We may also email you several times after your enquiry in order to follow up on your interest and ensure that we have answered it to your satisfaction.
Your enquiry is processed via your chosen office being the Isle of Man (International), Cape Town, Durban or Johannesburg and they will be retained in the same location.
We do not use the information you provide to make any automated decisions.
When you subscribe to our newsletter
Where you have subscribed to our newsletter for quarterly updates on the investment industry, we will use this information only for the intended purpose. We will not use it for additional marketing purposes, nor will we share it with any other third parties.
You may unsubscribe from this newsletter at any point online or by contacting our Cape Town office who are responsible for its administration.
When registering and using the secure websites
When you register to use our online secure site investment services (South Africa – https://nedgroupinvestments.nedbank.co.za or International - https://ngi.nedsecure-int.com) we will ask you to provide standard identification information about yourself for security, identification and verification purposes.
When completing our online forms
When completing any online forms, we will tell you how your information will be used in relation to the product or service you’re applying for, within the form and in any associated terms and conditions.
Where you provide information about others (for example, for joint accounts or if you are ‘recommending a friend’) you must ensure that you have their authorisation or are otherwise entitled to provide this information to us.
Security
We will ensure we have appropriate physical and technological security measures to protect your information regardless of where it is held.
We will ensure that when we outsource any processes, the supplier has appropriate security measures in place and will contractually require them to comply with these privacy principles.
We will ensure that suitable safeguards are in place before personal information is transferred to other countries.
Retention
We will only retain your information for as long as we need it, given the purpose for which it was collected, or as required by law and any other statutory obligations, including anti-money laundering, counter-terrorism, tax legislation. Your information may be retained for a maximum of 6 years from the end of our relationship; however some of it will be retained for less than this. We will take all reasonable steps to destroy or erase the data from its systems when it is no longer required.
Your right to complain
If you have a complaint about our use of your information, we would prefer you to contact us directly in the first instance so that we can address your complaint.
Updates to this privacy policy
We regularly review and, if appropriate, update this privacy policy from time to time, and as our services and use of personal data evolves. If we want to make use of your personal data in a way that we haven’t previously identified, we will contact you to provide information about this and, if necessary, to ask for your consent.
Disclaimer
The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Nedgroup Investments Proprietary Limited, Nedgroup Investments (IOM) Limited or any of their associates or subsidiaries (collectively “Nedgroup Investments”) to buy or sell any financial products or to provide any investment advice or service.
Nedgroup Investments uses third party cookies to improve website users online experience. By looking at and understanding users browsing preferences we are able to provide content that is most relevant.
By clicking the ‘I agree’ button below I hereby confirm that:
(a) I have read and understand the above; and
(b) The laws of my home jurisdiction does not prohibit the communication of the information contained in this website; and
(c) I am not acting for the benefit of any such persons mentioned in (b); and
(d) Any investment with Nedgroup Investments is based on my own initiative and not due to any offer or solicitation by Nedgroup Investments.
(e) I have read and accept the use of all cookies in accordance with Nedgroup Investments Privacy Policy and Cookie Policy.
User Agreement Non-qualified Investor
Nedgroup Investment Funds PLC
The state of the origin of the Fund is Ireland. In Switzerland, the Representative is ACOLIN Fund Services AG, Leutschenbachstrasse 50, CH-8050 Zürich, whilst the Paying agent is Banque Heritage SA, route de Chêne 61, 1211 Geneva 6, Switzerland. The Basic documents of the Fund such as the prospectus, the key investor information document (KIID), the articles of association as well as the semi-annual and annual reports may be obtained free of charge at the office of the Swiss Representative. The current website is intended for information purposes only and shall not to be used as an offer to buy and/or sell shares. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming shares. Past performance may not be a reliable guide to future performance.
Cookie Policy
This policy describes the type of information collected by cookies used on the Nedgroup Investments public website (www.nedgroupinvestments.com) ‘the website’ and what that data is being used for. By continuing to browse the website you are agreeing to use our cookies.
What about cookies?
A cookie is a small data file that is essential for the proper functioning of the website. Cookies do not retrieve information about you stored on your hard drive, or corrupt or damage your computer or computer files.
How do we use cookies on this website?
The cookie settings on the website are set to “allow all cookies” to give you the best user experience. When you visit the website cookies will be transferred to your computer's hard drive through your browser. These cookies are completely safe and secure and will never contain any sensitive information.
We use the following cookies:
Session cookies (or ‘strictly necessary’ cookies) are automatically generated and we do not have control over it.These cookies are needed to make the website service work and include, for example, cookies that enable you to log into secure areas of the website.
Analytical cookies. They allow us to recognise and count the number of website users and to see how visitors are using the website. This helps us to improve the way the website works, for example, by ensuring that users are finding what they are looking for easily.
We use Google Analytics and Adobe Analytics to monitor website usage. Data collected via Adobe Analytics are used to generate internal reports. These reports are for internal purposes only and are not shared with external parties.
Demographic data cookies. Regional information about the user such as country code and city are collected. The IP address of the website user is used to check location but we don’t store it in the cookie.
Demographic cookies are also used to generate internal reports to better understand user behavior. These reports are for internal purposes only and are not shared with external parties. Examples of demographic data cookies include isoCode, urrentCity and Preflocation.
Social Media data. We use a facebook page to promote campaigns. In order for this service to work, a script, in other words a line of code has been included within the website as requested by our 3rd party vendor Flume.
Site security data. These cookies are used as an anti-forgery method to prevent cyber attacks. An example of anti-forgery cookie is RequestVerificationToken.
Site performance data. These cookies are used to monitor the performance of the site and detect anomalies. An example of a site performance cookie is ai_user, c_user.
Privacy Policy
This privacy policy tells you about the information we collect from you when you use our website (www.nedgroupinvestments.com).
The website is shared by Nedgroup Investments Proprietary Limited and Nedgroup Investments (IOM) Limited (collectively “Nedgroup Investments”) and is administered from South Africa by Nedgroup Investments Proprietary Limited.
Nedgroup Investments Proprietary Limited are considered to be the data controller of information generated by the website except in the instances where you register and use Nedgroup Investments (IOM) Limited’s secure portal or submit enquiries to them via the website. In these cases only, Nedgroup Investments (IOM) Limited will be the controller of your data.
This policy provides you with information about why and how we use your data, and about the rights you have over your data.
If you have any questions about this policy or do not agree with it, please contact us before using the website.
By using any part of the website or providing personal information to Nedgroup Investments you acknowledge the processing of your personal information as set out in this policy.
General principles
Nedgroup Investments is committed to keeping your information private. By 'your information' we mean any information about you that you or third parties provide to us. This policy relates to the privacy of your information at the website.
When you use our website
When you use our website a number of cookies are used by us to allow the website to function, to collect useful information about visitors and to help to make your user experience better.
Some of the cookies we use are strictly necessary for our website to function, and we don’t ask for your consent to place these on your computer.
However, for those cookies that are useful but not strictly necessary we will always ask for your consent before placing them.
For more information about our use of cookies, please see our cookie policy.
In general, you can use the website without giving us any information. Any domain name information that we collect is not used to personally identify you but is instead aggregated to measure the number of visits, average time spent on the website and pages viewed. We use this information to measure the use of our website and to improve its contents.
When you submit an enquiry via our website
When you submit an enquiry via the ‘Contact Us’ sections of our website, you supply us with your name, your email address and the detail of your enquiry.
We use this information to respond to your query, which includes providing you with any requested information about our products. We may also email you several times after your enquiry in order to follow up on your interest and ensure that we have answered it to your satisfaction.
Your enquiry is processed via your chosen office being the Isle of Man (International), Cape Town, Durban or Johannesburg and they will be retained in the same location.
We do not use the information you provide to make any automated decisions.
When you subscribe to our newsletter
Where you have subscribed to our newsletter for quarterly updates on the investment industry, we will use this information only for the intended purpose. We will not use it for additional marketing purposes, nor will we share it with any other third parties.
You may unsubscribe from this newsletter at any point online or by contacting our Cape Town office who are responsible for its administration.
When registering and using the secure websites
When you register to use our online secure site investment services (South Africa – https://nedgroupinvestments.nedbank.co.za or International - https://ngi.nedsecure-int.com) we will ask you to provide standard identification information about yourself for security, identification and verification purposes.
When completing our online forms
When completing any online forms, we will tell you how your information will be used in relation to the product or service you’re applying for, within the form and in any associated terms and conditions.
Where you provide information about others (for example, for joint accounts or if you are ‘recommending a friend’) you must ensure that you have their authorisation or are otherwise entitled to provide this information to us.
Security
We will ensure we have appropriate physical and technological security measures to protect your information regardless of where it is held.
We will ensure that when we outsource any processes, the supplier has appropriate security measures in place and will contractually require them to comply with these privacy principles.
We will ensure that suitable safeguards are in place before personal information is transferred to other countries.
Retention
We will only retain your information for as long as we need it, given the purpose for which it was collected, or as required by law and any other statutory obligations, including anti-money laundering, counter-terrorism, tax legislation. Your information may be retained for a maximum of 6 years from the end of our relationship; however some of it will be retained for less than this. We will take all reasonable steps to destroy or erase the data from its systems when it is no longer required.
Your right to complain
If you have a complaint about our use of your information, we would prefer you to contact us directly in the first instance so that we can address your complaint.
Updates to this privacy policy
We regularly review and, if appropriate, update this privacy policy from time to time, and as our services and use of personal data evolves. If we want to make use of your personal data in a way that we haven’t previously identified, we will contact you to provide information about this and, if necessary, to ask for your consent.
The Nedgroup Investments website utilises cookies. By closing this message, you consent to our cookies in accordance with our Cookie Policy.
The portfolio is suitable for investors requiring moderate levels of capital growth who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore. Diversification across asset classes and a maximum equity exposure of 75% helps to reduce risk and volatility relative to a general equity portfolio.
Investment manager
Truffle Asset Management is an owner managed business with a rigorous investment process based on bottom-up fundamental research, downside protection and risk management. Truffle Asset Management has a stable team of investment professionals with a vast depth of experience and an excellent long-term track record in managing balanced funds. Truffle Asset Management was established in 2008.
Truffle embeds environmental, social, and governance factors into its investment decision-making process, and supports this by factoring non-financial risks into company valuations. This affords Truffle a holistic view as it seeks to actively engage investee companies on sustainability issues.
Risk profile
Low riskHigh risk
The greater the amount of risk an investor is willing to take on the greater the potential return
0.04%
Fact sheet
South Africa