The Nedgroup Investments Opportunity Fund seeks to offer investors medium- to long-term income and capital growth by actively investing in a mix of local and offshore assets. The investment manager may invest in a combination of local and offshore equities, bonds, property and cash. A maximum of 60% of the portfolio's assets may be invested in equities at all times. The unit trust portfolio complies with Regulation 28 of the South African Pension Funds Act.
The Nedgroup Investments Opportunity Fund is suitable for investors requiring moderate capital growth and who do not wish to make complex asset allocation decisions between equity, cash and bonds, both locally and offshore.