NEDGROUP INVESTMENTS SA EQUITY FUND

As of 31 December 2023

Fund Details

The Nedgroup Investments SA Equity Fund is suitable for investors seeking exposure to the South African listed equity market with maximum capital appreciation as their primary goal over the long term.

Investors should have a tolerance for short- and medium- term market volatility to achieve long-term objectives.

The Fund is actively managed and invests in South African listed equities on the JSE.

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*Minimum Disclosure Document PDF

Fund Facts

Benchmark
FTSE/JSE Capped SWIX TR
Risk Profile
Moderate Aggressive
ASISA Category
South African Equity General
Fund Inception Date
27 March 2014
Fund size
R4371.7m

Fund Performance

As of 31 December 2023
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Top 10 Fund Holdings (% of fund)

As of 31 December 2023
  • PROSUS
    8.6%
  • ABSA GROUP LTD
    7.2%
  • FIRSTRAND LTD
    5.9%
  • BRITISH AMERICAN TOBACCO PLC
    5.9%
  • ANGLO AMERICAN PLC
    5.4%
  • DCAR Index Futur Mar24
    5.0%
  • NASPERS LTD-N SHS
    4.9%
  • ANHEUSER-BUSCH INBEV SA/NV
    4.8%
  • NEDBANK GROUP LTD
    4.7%
  • FOSCHINI GROUP LTD
    4.1%