The Nedgroup Investments Multi-Managed Future Focus Equity Fund integrates ESG factors into its investment analysis to enhance decision-making, manage risk, and ensure long-term value. The fund focuses on social equity and climate change, aligning with market demand for greater reporting on social and gender equity. Additionally, it partners with asset managers who demonstrate investment excellence, financial governance, and diversity, aligning with the Nedbank Group's net-zero by 2050 target and the UN Sustainable Development Goals.
The Nedgroup Investments Multi-Managed Future Focus Equity Fund will be a multi-managed portfolio, where the appointed investment managers each oversee a portion of the portfolio
The investible universe consists of a mix of equity, real estate markets, "assets in liquid form", participatory interests and any other securities which are considered consistent with the portfolio's investment objective.
The portfolio may from time to time invest in listed and unlisted financial instruments, in accordance with the provision of the Act, and the Regulations thereto, as amended from time to time, in order to achieve the portfolio's investment objective.
The manager may also invest in participatory interests or any other form of participation in portfolios of collective investment schemes or other similar collective investment schemes as the Act may allow from time to time, and which are consistent with the portfolio's investment policy.
The manager will be permitted to invest on behalf of the Nedgroup Investments Multi- Managed Future Focus Equity Fund in offshore investments as legislation permits.
The trustee shall ensure that the investment policy, as set out above, is adhered to, provided that nothing contained in the investment policy shall preclude the manager from varying the proportions of the aforementioned securities and assets in liquid form, or the assets themselves, should changing economic factors or market conditions so demand.
The manager reserves the right to close the Nedgroup Investments Multi-Managed Future Focus Equity Fund to new investors on a date determined by the Manager. This will be done in order to be able to manage the portfolio in accordance with its investment mandate. The manager shall determine the critical size from time to time. The manager may, once the portfolio has been closed, open the portfolio again to new investors on a date determined by the Manage
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