Global Equity Fund
The portfolio is suited to investors who wish to actively participate in the returns (and are not averse to the risks) of a portfolio diversified through exposure to global equity markets.
The portfolio is suited to investors who wish to actively participate in the returns (and are not averse to the risks) of a portfolio diversified through exposure to global equity markets.
The 2026/27 Budget proposals tabled by National Treasury reflect a continued policy focus on strengthening long term savings behaviour and improving certainty within South Africa’s investment and retirement landscape. From a financial planning perspective, the Minister’s proposals are, in large part, encouraging, particularly in how they seek to incentivise disciplined saving and responsible financial planning among South Africans.
In this episode, Denver Keswell, Senior Legal Advisor, unpacks the key takeouts from the 2026/27 National Budget Speech and what they mean for your investments, retirement planning, and long‑term financial strategy. National Treasury’s latest proposals include higher tax‑free investment limits, increased retirement contribution deductions, and more generous capital gains tax exclusions, all designed to encourage disciplined saving and improve after‑tax outcomes for individuals. We also explore updates to the global minimum tax framework and what it means for multinational companies, as well as practical implications for South Africans planning for retirement, managing living annuities, or navigating estate and business succession.
It's not just a tax-free investment. It's a milestone worth celebrating. Invest in a Nedgroup Investments Tax-Free Investment and make sure to take advantage of your full R36 000 annual allocation. Secure your growth without paying tax on income earned, dividends and capital gains. Watch this video to learn more.
As South Africa moves beyond its first decade of tax‑free investing, the real story is no longer about whether people understand Tax‑Free Investment (TFI) accounts – it’s about how they are using them. Insights from the 2025 Nedgroup Investments Tax‑Free Investments Survey show that tax‑free investing has matured into a core part of long‑term financial planning, particularly among younger investors. Nearly eight in ten respondents already have a TFI in place, reflecting strong adoption and a growing culture of disciplined saving.
Join Denver Keswell and Seugnet de Villiers on the Nedgroup Investments Insights podcast as they celebrate 10 years of Tax-Free Investment (TFI) accounts in South Africa. Discover the benefits of TFIs, how to choose the right fund, and why it's never too late to start investing. Whether you're saving for education, retirement, or other long-term goals, this episode is packed with valuable insights to help you grow your wealth tax-free.
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In this podcast, Rob Johnson, Head of Investments, sits down with Nic Andrew, Managing Executive, to explore a powerful mindset shift: viewing spending as the other half of investing, an intentional choice that safeguards long-term goals rather than eroding them. Drawing inspiration from Morgan Housel’s The Art of Spending, Nic shares practical, values-driven habits designed to help investors stay confident and committed through uncertainty. With a forward-looking perspective on early 2026, the conversation distils three enduring principles: uncertainty is constant, flexibility matters, and time in the market wins.
Training one advanced AI model emits the same carbon as 300 cross-country flights. Meanwhile, water demand is projected to outstrip supply by 2050. Tune in to episode 5 of Sustainable Returns as David Levinson talks to Madhushree Agarwal, Portfolio Manager at Nedgroup Investments UK, about these issues and why they both have huge implications for markets. Madhushree also shares more on AI’s carbon footprint because while it is revolutionising industries, it comes at a steep environmental price. Data centres consume large amounts of energy and water, which is raising urgent questions about sustainability. Plus, insights on the global water crisis - from desalination to smart irrigation, find out where risk meets opportunity for investors.
In this episode of Sustainable Returns, David Levinson interviews Vuyolwethu Nzube, ESG Analyst at Truffle Asset Management, to examine the growing significance of the social dimension within ESG frameworks. Their discussion highlights the need for substantive action beyond policy statements, drawing on practical examples such as the 2024 Giorgio Armani supply chain incident and its implications for investors. Plus, the impact of social risks on organisational reputation and financial performance, methodologies for evaluating both systemic and incident-specific social risks, and the alignment between safeguarding long-term investment value and upholding human rights.
Ambition often drives sustainability narratives, but credibility sustains them. In this episode of Sustainable Returns, David Levinson and Anthony Walker, ESG Specialist at M&G Investments, explore how Sappi, a South African pulp and paper leader, is redefining climate responsibility through realistic, transparent, and data-driven goals that reflect South Africa’s energy and infrastructure realities. Sappi’s commitment to reduce Scope 1 and 2 emissions by 41.5% by 2030 and reliance on 63% renewable energy globally shows that meaningful progress doesn’t always require bold promises, just credible ones.
Are you on track for a comfortable retirement? In this exclusive 30-minute webinar, Nic Andrew, Managing Executive of Nedgroup Investments, along with experts Tracy Jensen and Seugnet de Villiers, share practical strategies to help you boost your retirement income, without saving a cent more. In this webinar, learn more about how to achieve these 3 keys to retirement success: contributing enough for retirement, investing in growth assets, and keeping your annual costs low. Watch now to discover how small changes can make a big difference to your future.
South Africa’s pension and retirement fund sector sits at the intersection of financial security and social transformation. As unemployment, inequality, and climate change intensify, ESG principles are no longer optional, they are essential. In this episode of Sustainable Returns, David Levinson speaks with Andile Hlanti, Institutional Consultant, about how ESG is reshaping the future of retirement investing in South Africa. They also discuss why trustees are moving from a compliance mindset to an impact-driven approach and the unique design of the Nedgroup Investments Multi-Managed Future Focus Equity Fund, managed by three investment-led and black-owned asset managers.
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