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Nedgroup Investments Multi Managed Future Focus Equity Fund  |  South African-Equity-General
11.0193    -0.0500    (-0.452%)
NAV price (ZAR) Wed 2 Jul 2025 (change prev day)


 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 31 Jan 2025
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
Insufficient history to calculate risk.<br>Fund started on 31 Jan 2025
Risk

Fund Performance
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 31 Jan 2025
Fund Size (ZAR) 380 422 307
Latest Price 1 101.93
PlexCrowns
Total Expense Ratio (31/03) 1.03%
Minimum Investment-
TTM Distribution Yield -
Fund Objective
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....Read more
Asset Classes and Holdings
chart
 RSA Equity95.15%  
Int Equity0.00%  
 RSA Bonds0.00%  
 Int Bonds0.00%  
 RSA Real Estate1.72%  
 Int Real Estate0.00%  
 RSA Cash3.13%  
 Int Cash0.00%  
Top Holdings as at 31 Mar 2025
SecurityUnitsValue (Rm)% of Fund
PROSUS 31 411 26.448.57%
STANBANK 84 131 20.216.55%
NASPERS-N 4 158 18.896.12%
VALTERRA 17 232 12.934.19%
FIRSTRAND 159 889 11.503.72%
MONDIPLC 36 280 9.883.20%
ANGGOLD 13 552 9.463.06%
ANGLO 16 443 8.482.75%
BATS 10 050 7.682.49%
DISCOVERY 35 970 7.162.32%
Totals  132.6242.96%