Nedgroup
Investments

An independent review by our team of experts

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.

NOTE:

We would recommend reading the 'expert verdict' section of this review to learn more.

Additionally, here's a free guide that can help you achieve better results. In this guide, you'll learn:

Academic evidence only shared with a select few firms across the world
A real-life example of why you should never try to outguess the market
Why a fund's past performance is not enough to predict future returns
Why you need to focus on what you can control and why this leads to a better investment experience
Why you should accept the markets for what they are
What can impact behaviour and make people seek instant gratification

The Pros

> Wide range of investments available

> Excellent investment choice and lending options

> Full flexibility with full withdrawal or full access in the early years without penalty

> No term required, therefore no surrender penalties (Beware any fund initial fees)

> Multi-currency options and low-cost currency trades

The Cons

> Some funds of funds have fees charged that will affect their return when compared to the underlying funds that they are invested in

> 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

What is Nedgroup's investment approach?

Nedgroup Investments independently selects a range of external managers to partner and manage funds on their investors' behalf.

They call their approach Best of Breed™ - here are it's advantages:

Their independence allows them to select the most appropriate investment manager for each of their various funds.
The investment managers Nedgroup partner with either own the business they work for, or have a large investment in the portfolios they manage on behalf of Nedgroup's investors. This ensures best interests are aligned.
Nedgroup continually monitor the performance of their fund managers and reserve the right to replace them if they feel they are no longer suitable – without charges or inconvenience to investors.

Expert assessment of Nedgroup Investments

Nedgroup Investments offers excellent investment choices and lending options for senior international professionals.

They are also a strong and secure brand.

Their offering is however potentially more expensive than a more passive approach.

If you already have a Discretionary Managed Portfolio with Nedgroup Investments and it is worth £500,000 or more, we strongly recommend you seek a Second Opinion to ensure you are on track to get and keep the life you want.

The information in this material is intended for the recipient’s background information and use only. It is provided in good faith and without any warranty or, representation as to accuracy or completeness. Information and opinions presented in this material have been obtained or derived from sources believed by AES to be reliable and AES has reasonable grounds to believe that all factual information herein is true as at the date of issue. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Unauthorised reproduction or transmitting of this material is strictly prohibited. AES accepts no responsibility for loss arising from the use of the information contained herein.

‘AES’ refers to the AES Group’s separate but affiliated entities generally, rather than to one particular entity. These entities are AES Middle East Insurance Broker LLC registered with the UAE Ministry of Economy, United Arab Emirates, Licence no. 571368, and Commercial Registration no. 75162 and regulated by the UAE Central Bank license no. 189; AES Financial Services Limited, incorporated and registered in England and Wales with company number 06063185, authorised and regulated by the UK Financial Conduct Authority FRN: 464494; AES Financial Services (DIFC) Ltd, registered in the Dubai Financial Centre (DIFC) as a foreign company, license no.2128, and regulated by the Dubai Financial Services Authority (DFSA) Reference No F003476; AES International Limited, a private company incorporated and registered in the British Virgin Islands with company number 1839872; AES International Global Limited, a private company incorporated and registered in the British Virgin Islands with company number 1887885. Please visit our authorisations page for further information on regulation, redress and accessibility.

If you are outside the UK and we advise you or carry out other business, nearly all the rules, regulations and arrangements made under the UK regulatory regime (including the rules made by the FCA and the dispute resolution process provided by the UK Financial Ombudsman Service) will not apply to most aspects of the service you receive, such advice or business being provided from outside the UK. You should therefore clearly understand such rights and protection as are afforded in the jurisdiction where you receive advice. Local law, regulation and redress processes will apply in almost all cases, and will be different from that of the UK.

RISKS

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investment, when redeemed, may be worth more or less than the capital invested. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful. For further information, please click here.

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.

Nedgroup
Investments

An independent review by our team of experts

Review summary