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Nedgroup Investments Multi Managed Future Focus Equity Fund | South African–Equity–SA General
12.3851    -0.0793    (-0.636%)
NAV price (ZAR) Wed 29 Apr 2026 (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
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 31 Jan 2025
Fund Size (ZAR) 402 064 779
Latest Price 12.39
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/03) 1.14%
Minimum Investment-
TTM Distribution Yield 3.22%
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
Asset Classes
 SA Equities98.59%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.75%  
 Foreign Property0.00%  
 SA Cash0.66%  
 Foreign Cash0.00%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
PROSUS 39 269 30.017.57%
NASPERS-N 28 927 24.816.26%
VALTERRA 16 584 22.875.77%
GFIELDS 26 160 19.544.93%
STANBANK 61 951 18.684.71%
MONDIPLC 78 395 15.153.82%
ANGGOLD 7 767 12.453.14%
FIRSTRAND 123 212 10.862.74%
DISCOVERY 43 425 10.722.70%
ABSA 36 918 8.822.22%
Totals  173.9043.85%
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29 Apr12.39-0.08-0.64% 
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