Nedgroup Investments SA Equity Fund

Fund Performance

As of 28 February 2026

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Risk-return scatter-plot

As of 28 February 2026

{"title":"Risk-return scatter-plot (since inception, Aug 2008)","xLabel":"Standard Deviation","xLabelMin":"Std Dev","yLabel":"CAGR","data":[{"name":"Laurium Aggressive","data":[["15.9%","15.3%"]]},{"name":"Cash","data":[["0.3%","6.3%"]]},{"name":"Inflation","data":[["1.4%","4.7%"]]},{"name":"Equity","data":[["13.6%","9.8%"]]}]}

CAGR

Compound annual growth rate

Standard Deviation

Measures the absolute variability of a distribution; the higher the dispersion or variability, the greater is the standard deviation and greater will be the magnitude of the deviation of the value from their mean.

Cash (STeFI)

The STeFI (Alexander Forbes Short Term Fixed Interest Index) is a recognised benchmark of the returns earned in the South African money market.

Inflation (CPI)

The monthly change in the SA consumer price index (CPI)

Equity (JALSH TR)

JSE FTSE ALL SHARE INDEX

Top 10 Fund Holdings (% of fund)

As of 28 February 2026

Anglogold Ashanti PLC

11.5%
FirstRand Ltd

8.8%
Impala Platinum Holdings Ltd

7.3%
Absa Group Ltd

7.1%
Prosus NV

6.6%
Gold Fields Ltd

6.4%
Valterra Platinum Ltd

4.8%
Naspers Ltd

4.6%
Anheuser-Busch InBev SA/NV

3.9%
Glencore PLC

3.7%

Asset Allocation

As of 28 February 2026

{"dateTitle":"Asset Allocation","title":"June 2023","data":[{"title":"SA Equity","value":"95.1%"},{"title":"SA Property","value":"2.6%"},{"title":"SA Cash","value":"2.4%"},{"title":"Foreign Equity","value":"0.0%"},{"title":"Africa Equity","value":"0.0%"},{"title":"SA Bonds","value":"0.0%"},{"title":"Foreign Bonds","value":"0.0%"},{"title":"Africa Bonds","value":"0.0%"}]}

SA Equity

95.1%
SA Property

2.6%
SA Cash

2.4%
Foreign Equity

0.0%
Africa Equity

0.0%
SA Bonds

0.0%
Foreign Bonds

0.0%
Africa Bonds

0.0%

Sector Allocation (% of SA Equity Holdings)

As of 28 February 2026

Sector Allocation

Net

Long

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NEDGROUP INVESTMENTS SA EQUITY FUND

Fund Details

Fund Facts

Fund Performance

Risk-return scatter-plot

Top 10 Fund Holdings (% of fund)

Asset Allocation

Sector Allocation (% of SA Equity Holdings)