Your portfolio

Your cart is empty. Go to All funds.

Retirement Annuities

Invest in a Nedgroup Investments Retirement Annuity and build a disciplined, long-term savings plan to supplement your existing retirement savings. Retirement Annuity funds are voluntary contributions that also provide attractive tax benefits for those preparing for retirement. When you invest in a Nedgroup Investments Retirement Annuity, you have the benefit of choosing between adhoc and flexible payment options.

people-alt

Retirement Annuities offer long-term compounding to provide investors with a stable income during retirement 

benefits

Gain access to a wide range of Nedgroup Investments Funds

unit-trust

Our Retirement Annuities do not incur causal event fees or penalties. There is also no payment of estate duty.

benefits

You have the option of staggered retirement

people-alt

Nedgroup Investments Retirement Annuities are suitable for all investors, including those who are self-employed or not a member of a pension or provident fund

Funds at a glance

Sort funds by
Low risk High risk
Add to your portfolio
Add to your portfolio
Add to your portfolio
Add to your portfolio
Add to your portfolio
Add to your portfolio
Add to your portfolio

Core Income Fund

Add to your portfolio

Fund performance as at:

Sort funds by
Low risk High risk
1 year 9.28%
3 years 8.23%
5 years 6.81%
7 years -
10 years -
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 10.23%
3 years 8.67%
5 years 7.72%
7 years 8.19%
10 years 8.08%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 12.56%
3 years 9.17%
5 years 10.08%
7 years 8.47%
10 years 7.78%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 11.4%
3 years 8.08%
5 years 8.42%
7 years 7.96%
10 years 6.86%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 13.95%
3 years 7.49%
5 years 11.12%
7 years 10.28%
10 years 8.2%
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 14.7%
3 years 9.81%
5 years 12.42%
7 years 9.02%
10 years 7.95%
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 24.05%
3 years 13.12%
5 years 14.44%
7 years 11.49%
10 years 9.23%
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 15.28%
3 years 10.4%
5 years 13.21%
7 years 8.95%
10 years -
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception

Disclaimer

Performance is calculated for the portfolio and individual investment performance may differ as a result of initial fees, the actual investment, the actual investment date, the date of reinvestment and dividend withholding tax. The annualised total return is the average return earned by an investment each year over a given time period.

Fees

Sort funds by
eac Fees calculator
Low risk High risk

Fund fact sheets

Sort funds by
Low risk High risk

Fund documents

Sort funds by
Low risk High risk

Fund price as at:

Sort funds by
Low risk High risk

Disclaimer

Funds are valued daily at 15:00. Instructions must reach us before 14:00 (12:00 for Nedgroup Money Market Fund) to ensure same day value. Prices are published daily on our website and in selected major newspapers.

The Total Investment Charges expressed as a percentage of the fund, relates to all investment costs of the fund and are made up of Total Expense Ratio (TER) and Transaction Costs (TC). Please refer to the relevant fund fact sheet and your investment statement for full details and a breakdown of TER and TC. Total Investment Charges were introduced by ASISA in January 2016 and any date prior to this will display TER charges only.

Nedgroup Investments Money Market Fund aims to maintain a constant price of 100 cents per unit. A money market fund is not a bank deposit. The total return to the investor is made up of interest received and any gain or loss made on any particular instrument held. In most cases the return will merely have the effect of increasing or decreasing the daily yield, but in an extreme case it can have the effect of a capital loss. Excessive withdrawals from the fund may place the fund under liquidity pressures and that in such circumstances a process of ring-fencing of withdrawal instructions and managed pay-outs over time may be followed. The yield is calculated using an annualised seven day rolling average as at the relevant dates provided for in the fund fact sheet.

A schedule of fees and charges and maximum commissions is available on request from Nedgroup Investments.

Unit counts refers to the total number of units currently in the fund.