Nedgroup Asset Management is the in-house asset management team within Nedgroup Investments. The team is well-resourced and has an extensive track record in managing specialist equity mandates. A focus on making high-conviction calls within their portfolios has resulted in successful investment outcomes. The team’s investment philosophy is a long-term, well-considered, valuation-based style of agnostic investing.
Simply put, paying a fair price, combined with sufficient time (horizon of three to five years) has allowed Nedgroup Asset Management to deliver excess returns to clients.
Nedgroup Asset Management team manages a specialist general equity fund, small / mid cap fund and property fund.
The fund is a specialist domestic equity fund that adopts a bottom-up approach to positioning the fund. The portfolio aims to provide investors with capital growth by investing in equities and related instruments traded on the JSE. The benchmark is FTSE/JSE Top 40 SWIX.
The fund invests in small and medium-sized companies listed in the domestic equity market. The portfolio is suitable for investors seeking maximum capital appreciation as their primary goal over the long term. The benchmark is 25% FTSE/JSE Small-Cap Index, 75% FTSE/JSE Mid-Cap Index.
The fund is suitable for investors who require sector specific exposure to real estate securities as part of their overall investment strategy, with both income generation and real capital preservation as their primary goal over the long-term. The benchmark is FTSE/JSE All Property Index (J803).