NEDGROUP INVESTMENTS SA EQUITY FUND

As of 28 February 2025

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
Aggressive
ASISA Category
South African Equity General
Fund Inception Date
27 March 2014
Fund size
R4708m

Fund Performance

As of 28 February 2025
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Top 10 Fund Holdings (% of fund)

As of 28 February 2025
  • Prosus NV
    8.3%
  • FirstRand Ltd
    7.9%
  • Naspers Ltd
    7.5%
  • Anheuser-Busch InBev SA/NV
    5.5%
  • Absa Group Ltd
    5.4%
  • Anglogold Ashanti PLC
    5.3%
  • Anglo American PLC
    4.9%
  • Standard Bank Group Ltd
    4.8%
  • Remgro Ltd
    3.7%
  • Nedbank Group Ltd
    3.5%