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Nedgroup Investments Stable Fund

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Overview of Nedgroup Stable Fund

The Nedgroup Stable fund is a relatively conservative fund which is managed by Dave Foord from Foord Asset Management. The fund is a low equity, multi asset domestic fund, although it does invest in foreign assets (up to 25%).

Fund performance

Source: Profile Data

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Nedgroup Investments Stable Fund Fact Sheet

Suitable for investors who...

  • Are saving for retirement
  • Are looking for capital protection (in real terms), rather than trying to maximise capital appreciation.
  • Are not requiring complex asset allocation decision making.

Benchmark

Inflation + 4% per annum over rolling three year periods.

Strategy of Nedgroup Investments Stable Fund

The Nedgroup Stable Fund is diversified across a range of assets, including equity, bonds, property and cash. The Nedgroup Investments Stable Fund is compliant with the prudential guidelines which govern pension funds.

Fund Manager

Dave Foord

Other funds from Nedgroup Investments

• Nedgroup Investments Core Global Feeder Fund
• Nedgroup Investments Core Accelerated Fund
• Nedgroup Investments Global Cautious Feeder
• Nedgroup Investments Opportunity Fund
• Nedgroup Investments Core Guarded Fund
• Nedgroup Investments Core Diversified Fund
• Nedgroup Investments Global Flexible Feeder Fund
• Nedgroup Investments Stable Fund
• Nedgroup Investments Property Fund
• Nedgroup Investments Flexible Income Fund
• Nedgroup Investments Global Equity Feeder Fund

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