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