NEDGROUP INVESTMENTS

Summary

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.

> Wide range of investments available and excellent investment choices.

> Full flexibility with full access in early years without penalty.

 

> Multi-currency options and low cost currency trades.

> 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.

The DFM Service

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.

Final Verdict

Nedgroup is a strong and secure brand. Nedgroup Investments also offer excellent investment choices and lending options for senior international professionals.

It may not always be a financially accessible solution and for those looking for a more passive approach to investing, this offering is potentially more expensive.

Himalaya

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