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Review summary

Nedgroup Investments

Nedgroup Investments is based in London - they also have offices in Isle of Man and South Africa. They run the in-house investment solutions offered by Nedbank and Nedbank Private Wealth.

They offer a range of Irish domiciled UCITS with investment mandates and risk profiles to suit all appetites.

They run an historically successful series of portfolios with international investors in South Africa, Europe, the Middle East and South-East Asia in mind.

Our Verdict
A Closer Look
FAQs
Customer Reviews

Nedgroup Investments' focus is on reducing downside risk for investors and utilising leverage in their portfolio, which is reflected in the generally cautious approach and low volatility evident across their range of multi-currency, risk rated solutions.

Their range comprises of three different multi asset funds, one global equity fund, one global property fund, and three multi manager funds.

A variety of share classes are offered.

Where possible, costs are lowered through the use of ETF’s, and the manager looks to add value via their strategic asset allocation and in-house research across equity, bond, property and alternative asset classes.

Fund fees range from just over 0.5% to 2.17% depending on what share class is purchased.

Nedgroup Investments focus on capital and wealth preservation and deliver consistent performance.

NOTE:

We would recommend reading the 'expert verdict' section of this review to learn more.

Additionally, here's a free guide that can help you achieve better results. In this guide, you'll learn:

  • Academic evidence only shared with a select few firms across the world
  • A real-life example of why you should never try to outguess the market
  • Why a fund's past performance is not enough to predict future returns
  • Why you need to focus on what you can control and why this leads to a better investment experience
  • Why you should accept the markets for what they are
  • What can impact behaviour and make people seek instant gratification

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The Pros

> Wide range of investments available
> Excellent investment choice and lending options
> Full flexibility with full withdrawal or full access in the early years without penalty
> No term required, therefore no surrender penalties (Beware any fund initial fees)
> Multi-currency options and low-cost currency trades

The Cons

> Some funds of funds have fees charged that will affect their return when compared to the underlying funds that they are invested in
> You may have to pay commission to an advisor, wealth manager, or another similar professional as a financial incentive
> Outside of a pension, many countries do not recognise any tax concessions for underlying investments
What is Nedgroup's investment approach?

Nedgroup Investments independently selects a range of external managers to partner and manage funds on their investors' behalf.

They call their approach Best of Breed™ - here are it's advantages:

  • Their independence allows them to select the most appropriate investment manager for each of their various funds.
  • The investment managers Nedgroup partner with either own the business they work for, or have a large investment in the portfolios they manage on behalf of Nedgroup's investors. This ensures best interests are aligned.
  • Nedgroup continually monitor the performance of their fund managers and reserve the right to replace them if they feel they are no longer suitable – without charges or inconvenience to  investors.

So far so good

I'm happy so far, the performance matches my expectations, charges are reasonable, service has been excellent so far - hope this level of performance and service continues over the long-term.

Expert assessment of Nedgroup Investments

Nedgroup Investments offers excellent investment choices and lending options for senior international professionals.

They are also a strong and secure brand.

Their offering is however potentially more expensive than a more passive approach.

If you already have a Discretionary Managed Portfolio with Nedgroup Investments and it is worth £250,000 or more, we strongly recommend you seek a Second Opinion to ensure you are on track to get and keep the life you want.

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