SPECIALIST EQUITY

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.

        


          

NEDGROUP INVESTMENTS PRIVATE WEALTH EQUITY 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.

NEDGROUP INVESTMENTS PRIVATE WEALTH SMALL/MID CAP FUND

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.

NEDGROUP INVESTMENTS PRIVATE WEALTH PROPERTY FUND

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.