Performance at: 28 Feb 2017


See how a fund has performed over time. This performance depends on the change in value of the underlying assets held in each funds' portfolio.

The performance figures below must be read alongside the relevant fact sheet,  Data source: © 2015 Morningstar Inc. All rights reserved.

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Fund name 1 Year 3 Years 5 Years 7 Years 10 Years
Multi-Asset funds
Nedgroup Investments Stable Fund -0.07% 6.23% 9.36% 9.77%
Nedgroup Investments Opportunity Fund 9.00% 9.56% 12.07%
Nedgroup Investments Managed Fund
Nedgroup Investments Bravata Worldwide Flexible Fund 0.42% 9.31% 16.46% 13.65% 10.29%
Core funds
Nedgroup Investments Core Guarded Fund 5.56% 8.13% 10.31% 10.58%
Nedgroup Investments Core Diversified Fund 4.60% 8.02% 12.23% 12.42%
Equity funds
Nedgroup Investments Rainmaker Fund 2.63% 5.37% 9.57% 11.35% 9.29%
Nedgroup Investments Value Fund 12.90% 6.94% 9.53% 11.57% 10.24%
Nedgroup Investments Growth Fund 14.26% 5.57% 10.04% 10.84% 7.81%
Nedgroup Investments Private Wealth Equity Fund 4.03% 9.59% 16.28% 16.32% 12.41%
Income funds
Nedgroup Investments Money Market Fund 7.68% 6.70% 6.10% 6.09% 7.28%
Nedgroup Investments Core Income Fund 8.20% 7.00% 6.52% 6.62% 7.71%
Nedgroup Investments Property Fund 23.44% 16.92% 16.96%
Nedgroup Investments Core Bond Fund 13.58% 7.87% 7.24% 8.35% 8.34%
Nedgroup Investments Flexible Income Fund 9.95% 8.49% 8.36% 8.35% 9.04%
Rand-denominated international funds
Nedgroup Investments Global Cautious Feeder Fund -11.86% 10.53% 15.79% 11.10%
Nedgroup Investments Global Flexible Feeder Fund -3.38% 11.50% 19.47% 14.27% 9.68%
Nedgroup Investments Global Equity Feeder Fund -6.35% 11.82% 20.27% 17.05% 8.62%
Nedgroup Investments Core Global Feeder Fund -7.81%
Specialist equity funds
Nedgroup Investments Entrepreneur Fund 15.32% 11.89% 16.47% 18.39% 12.41%
Nedgroup Investments Mining & Resource Fund 21.96% -3.09% 1.22% 4.31% 5.49%
Nedgroup Investments Financials Fund 16.57% 13.65% 18.02% 18.36% 13.19%

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