Your portfolio

Your cart is empty. Go to All funds.

Tax-Free Investments

At Nedgroup Investments, we understand the importance of planning. Opening a tax-free investment in South Africa is a simple and effective way to save while enjoying the benefits of not paying tax. With no interest, dividends or capital gains tax, our Tax-Free Investments solutions ensure that your contributions go directly toward securing your financial future. You can invest up to R36 000 per year and R500 000 in your lifetime, and watch your savings grow through the power of compounding.

Log in to invest tax-free Register for your Nedbank ID

Top Tips for Tax-Free Investing

Top tips for tax-free investing | Tip #1

Top tips for tax-free investing | Tip #2

Top tips for tax-free investing | Tip #3
View more tips

Tax-Free Investment Insights

Savvy savings: Celebrating a decade of tax-free investing in South Africa

5 February 2025
| 3
min read
4 February 2025
| 11 min listen

The power of 10: Celebrating a decade of Tax-Free Investment accounts in South Africa
26 November 2024
| 1 min watch

Unlock the power of tax-free investing with Nedgroup Investments
9 October 2024
| 2 min read

Give Your Child the Gift of Education

Browse All Our Funds

Sort funds by
Low risk High risk

Flexible Income Fund

Risk profile Low

Investment managers

Abax Investments, Abax Investments is an owner-managed company that focuses exclusively on investment management. Abax aims to construct diversified portfolios which have the ability to generate performance in a range of market conditions. They are characterised by a small and focused team of experienced investment professionals, with varied expertise in stock selection, fixed interest and asset allocation.Abax Investments was established in 2003 and manages the Nedgroup Investments Rainmaker, Entrepreneur, Opportunity and Flexible Income Funds.

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Core Guarded Fund

Risk profile Low medium

Investment managers

Taquanta, null

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Stable Fund

Risk profile Low medium

Investment managers

Foord Asset Management, Foord is a privately owned, independent asset management company with offices in South Africa and Singapore. Their investment philosophy and associated process focuses on the preservation of capital and the understanding and management of risk. They have developed a track record of producing consistent, inflation-beating long-term returns using a combination of sound asset allocation and stock selection. Foord Asset Management was founded in 1981 and has one of the longest track records in South Africa. They have managed the Nedgroup Investments Value Fund since 2004 and the Nedgroup Investments Stable Fund since its inception in 2007.

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Balanced Fund

Risk profile Medium

Investment managers

Truffle Asset Management, Truffle Asset Management is an owner managed business with a rigorous investment process based on bottom-up fundamental research, downside protection and risk management. Truffle Asset Management has a stable team of investment professionals with a vast depth of experience and an excellent long-term track record in managing balanced funds. Truffle Asset Management was established in 2008.

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Core Diversified Fund

Risk profile Medium

Investment managers

Taquanta, null

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Opportunity Fund

Risk profile Medium

Investment managers

Abax Investments, Abax Investments is an owner-managed company that focuses exclusively on investment management. Abax aims to construct diversified portfolios which have the ability to generate performance in a range of market conditions. They are characterised by a small and focused team of experienced investment professionals, with varied expertise in stock selection, fixed interest and asset allocation.Abax Investments was established in 2003 and manages the Nedgroup Investments Rainmaker, Entrepreneur, Opportunity and Flexible Income Funds.

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Bravata Worldwide Flexible Fund

Risk profile Medium high

Investment managers

Aylett Fund Managers, Aylett & Co. is an owner-managed company whose objective is to manage investments in a rational, well informed and independent manner. They seek to buy great businesses that are well managed and trading at a discount to intrinsic value. Aylett & Co. was established in 2005 and has managed the Nedgroup Investments Bravata Fund since its inception.

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Core Accelerated Fund

Risk profile Medium high

Investment managers

Taquanta, null

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Core Global Feeder Fund

Risk profile Medium high

Investment managers

BlackRock, null

view-icon Fund and fee information

download Fact sheet

Add to your portfolio

Core Income Fund

Risk profile Low

Investment managers

Taquanta, null

view-icon Fund and fee information

download Fact sheet

Add to your portfolio

Core Bond Fund

Risk profile Low medium

Investment managers

Taquanta, null

view-icon Fund and fee information

download Fact sheet

Add to your portfolio

Managed Fund

Risk profile Medium

Investment managers

Truffle Asset Management, Truffle Asset Management is an owner managed business with a rigorous investment process based on bottom-up fundamental research, downside protection and risk management. Truffle Asset Management has a stable team of investment professionals with a vast depth of experience and an excellent long-term track record in managing balanced funds. Truffle Asset Management was established in 2008.

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Global Cautious Feeder Fund

Risk profile Medium high

Investment managers

pyrford-international-limited, null

view-icon Fund and fee information

download Fact sheet

Add to your portfolio

Global Flexible Feeder Fund

Risk profile Medium high

Investment managers

FPA, null

view-icon Fund and fee information

download Fact sheet

Add to your portfolio

Global Strategic Bond Feeder Fund

Risk profile Medium high

Investment managers

palomar-fixed-income, null

view-icon Fund and fee information

download Fact sheet

Add to your portfolio

Contrarian Value Equity Feeder Fund

Risk profile High

Investment managers

FPA, null

view-icon Fund and fee information

Add to your portfolio

Core SA Equity Fund

Risk profile High

Investment managers

Taquanta, null

view-icon Fund and fee information

download Fact sheet

Add to your portfolio

Core World Index Feeder Fund

Risk profile High

Investment managers

BlackRock, null

view-icon Fund and fee information

download Fact sheet

Add to your portfolio

Entrepreneur Fund

Risk profile High

Investment managers

Abax Investments, Abax Investments is an owner-managed company that focuses exclusively on investment management. Abax aims to construct diversified portfolios which have the ability to generate performance in a range of market conditions. They are characterised by a small and focused team of experienced investment professionals, with varied expertise in stock selection, fixed interest and asset allocation.Abax Investments was established in 2003 and manages the Nedgroup Investments Rainmaker, Entrepreneur, Opportunity and Flexible Income Funds.

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Financials Fund

Risk profile High

Investment managers

Denker Capital, null

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Global Emerging Markets Equity Feeder Fund

Risk profile High

Investment managers

NS Partners, null

view-icon Fund and fee information

download Fact sheet

Add to your portfolio

Global Equity Feeder Fund

Risk profile High

Investment managers

Veritas Asset Management, null

view-icon Fund and fee information

download Fact sheet

Add to your portfolio

Global Property Feeder Fund

Risk profile High

Investment managers

Resolution Capital, null

view-icon Fund and fee information

download Fact sheet

Add to your portfolio

Mining and Resource Fund

Risk profile High

Investment managers

M&G Investments , null

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Multi-managed Future Focus Equity Fund

Risk profile High

Investment managers

Aeon Investment Management, null Camissa Asset Management, null Perpetua Investment Managers, null

view-icon Fund and fee information

Add to your portfolio

Private Wealth Equity Fund

Risk profile High

Investment managers

Nedgroup Private Wealth, null

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Property Fund

Risk profile High

Investment managers

Merchant West Investments, null

view-icon Fund and fee information

sustainable-small Responsible investing

Add to your portfolio

Rainmaker Fund

Risk profile High

Investment managers

Ninety One, null

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

SA Equity Fund

Risk profile High

Investment managers

Laurium Capital, null

view-icon Fund and fee information

download Fact sheet

sustainable-small Responsible investing

Add to your portfolio

Fund performance as at:

Sort funds by
Low risk High risk
Core Income Fund
1 year 9.32%
3 years 8.34%
5 years 6.82%
7 years -
10 years -
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 6 months
Flexible Income Fund
1 year 10.73%
3 years 8.95%
5 years 8.58%
7 years 8.1%
10 years 8.11%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 6 months
Core Bond Fund
1 year 20.47%
3 years 9.92%
5 years 11.68%
7 years 8.57%
10 years 8.64%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 3 years
Core Guarded Fund
1 year 12.45%
3 years 9.47%
5 years 12.05%
7 years 8.78%
10 years 7.9%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 3 years
Stable Fund
1 year 11.21%
3 years 8.85%
5 years 9.48%
7 years 8.21%
10 years 6.85%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 3 years
Balanced Fund
1 year 15.03%
3 years 8.95%
5 years 13.3%
7 years 10.91%
10 years 8.35%
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 5 years
Core Diversified Fund
1 year 13.39%
3 years 9.92%
5 years 15.41%
7 years 9.55%
10 years 8.03%
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 5 years
Managed Fund
1 year 20.42%
3 years 9.63%
5 years 16.75%
7 years 11.54%
10 years -
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 5 years
Opportunity Fund
1 year 23.59%
3 years 12.9%
5 years 18.51%
7 years 11.71%
10 years 9.09%
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 5 years
Bravata Worldwide Flexible Fund
1 year 7.57%
3 years 9.93%
5 years 17.17%
7 years 13.2%
10 years 10.81%
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 5 years
Core Accelerated Fund
1 year 13%
3 years 10.19%
5 years 16.92%
7 years 9.5%
10 years -
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 5 years
Core Global Feeder Fund
1 year 3.69%
3 years 12.19%
5 years 10.86%
7 years 13.03%
10 years -
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 5 years
Global Cautious Feeder Fund
1 year 2.24%
3 years 11.07%
5 years 4.55%
7 years 9.01%
10 years 6.49%
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 5 years
Global Flexible Feeder Fund
1 year 3.14%
3 years 14.5%
5 years 13%
7 years 13.8%
10 years 10.71%
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 5 years
Global Strategic Bond Feeder Fund
1 year -
3 years -
5 years -
7 years -
10 years -
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 5 years
Contrarian Value Equity Feeder Fund
1 year -
3 years -
5 years -
7 years -
10 years -
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years
Core SA Equity Fund
1 year 23.18%
3 years -
5 years -
7 years -
10 years -
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years
Core World Index Feeder Fund
1 year 3.68%
3 years -
5 years -
7 years -
10 years -
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years
Entrepreneur Fund
1 year 20.15%
3 years 8.06%
5 years 16.41%
7 years 4.5%
10 years 4.73%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years
Financials Fund
1 year 23.26%
3 years 12.21%
5 years 21.74%
7 years 7.59%
10 years 7.85%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years
Global Emerging Markets Equity Feeder Fund
1 year 2.22%
3 years 6.21%
5 years 6.58%
7 years -
10 years -
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years
Global Equity Feeder Fund
1 year 2.15%
3 years 12.62%
5 years 11.57%
7 years 15.15%
10 years 12.29%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years
Global Property Feeder Fund
1 year 0.68%
3 years 1.83%
5 years 4.78%
7 years 9.02%
10 years -
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years
Mining and Resource Fund
1 year 10.97%
3 years -2.87%
5 years 24.1%
7 years 17.33%
10 years 13.58%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years
Multi-managed Future Focus Equity Fund
1 year -
3 years -
5 years -
7 years -
10 years -
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years
Private Wealth Equity Fund
1 year 21.87%
3 years 12.45%
5 years 17.85%
7 years 7.46%
10 years 5.33%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years
Property Fund
1 year 22.11%
3 years 9.71%
5 years 18.34%
7 years -2.63%
10 years -1.04%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years
Rainmaker Fund
1 year 15.75%
3 years 8.66%
5 years 14.33%
7 years 4.43%
10 years 4.1%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years
SA Equity Fund
1 year 21.85%
3 years 7.95%
5 years 18.83%
7 years 8.24%
10 years 6.76%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
Recommended minimum period: 7 years

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 name Investment management The annual Investment Management fee is paid by a fund to the fund manager for investment management services Transaction Costs Transaction Costs (TC), expressed as a percentage of the Fund, relate to the costs incurred in buying and selling the underlying assets of the Fund Total investment charges The Total Investment Charges expressed as a percentage of the Fund, relates to all investment costs of the Fund. Both the TER and TC of the Fund are calculated on an annualised basis
Core Income Fund 0.59% 0.00% 0.59%
Flexible Income Fund 0.90% 0.01% 0.91%
Core Bond Fund 0.42% 0.01% 0.43%
Core Guarded Fund 0.45% 0.02% 0.47%
Stable Fund 1.95% 0.02% 1.97%
Balanced Fund 1.32% 0.69% 2.01%
Core Diversified Fund 0.45% 0.03% 0.48%
Managed Fund 1.31% 0.48% 1.79%
Opportunity Fund 1.31% 0.21% 1.52%
Bravata Worldwide Flexible Fund 1.82% 0.09% 1.91%
Core Accelerated Fund 0.46% 0.04% 0.50%
Core Global Feeder Fund 0.51% 0.00% 0.51%
Global Cautious Feeder Fund 1.17% 0.01% 1.18%
Global Flexible Feeder Fund 1.58% 0.02% 1.60%
Global Strategic Bond Feeder Fund 0.75% 0.10% 0.85%
Contrarian Value Equity Feeder Fund 1.20% 0.05% 1.25%
Core SA Equity Fund 0.38% 0.10% 0.48%
Core World Index Feeder Fund 0.37% 0.00% 0.37%
Entrepreneur Fund 1.76% 0.15% 1.91%
Financials Fund 1.98% 0.11% 2.09%
Global Emerging Markets Equity Feeder Fund 1.32% 0.18% 1.50%
Global Equity Feeder Fund 1.58% 0.04% 1.62%
Global Property Feeder Fund 1.21% 0.12% 1.33%
Mining and Resource Fund 1.77% 0.22% 1.99%
Multi-managed Future Focus Equity Fund 1.03% 0.06% 1.09%
Private Wealth Equity Fund 1.26% 0.18% 1.44%
Property Fund 0.89% 0.04% 0.93%
Rainmaker Fund 1.76% 0.11% 1.87%
SA Equity Fund 1.42% 0.23% 1.65%

Fund fact sheets

Sort funds by
Low risk High risk
Fund name Quarterly commentary Fact sheet
Core Income Fund - Download file PDF
Flexible Income Fund - Download file PDF
Core Bond Fund - Download file PDF
Core Guarded Fund - Download file PDF
Stable Fund - Download file PDF
Balanced Fund Download file PDF Download file PDF
Core Diversified Fund - Download file PDF
Managed Fund Download file PDF Download file PDF
Opportunity Fund Download file PDF Download file PDF
Bravata Worldwide Flexible Fund - Download file PDF
Core Accelerated Fund - Download file PDF
Core Global Feeder Fund - Download file PDF
Global Cautious Feeder Fund - Download file PDF
Global Flexible Feeder Fund - Download file PDF
Global Strategic Bond Feeder Fund - Download file PDF
Contrarian Value Equity Feeder Fund - -
Core SA Equity Fund - Download file PDF
Core World Index Feeder Fund - Download file PDF
Entrepreneur Fund - Download file PDF
Financials Fund - Download file PDF
Global Emerging Markets Equity Feeder Fund - Download file PDF
Global Equity Feeder Fund - Download file PDF
Global Property Feeder Fund - Download file PDF
Mining and Resource Fund - Download file PDF
Multi-managed Future Focus Equity Fund - -
Private Wealth Equity Fund Download file PDF Download file PDF
Property Fund - -
Rainmaker Fund - Download file PDF
SA Equity Fund Download file PDF Download file PDF

Fund documents

Sort funds by
Low risk High risk
Fund name Portfolio Income distribution
Core Income Fund Download file PDF
Flexible Income Fund Download file PDF
Core Bond Fund Download file PDF
Core Guarded Fund Download file PDF
Stable Fund Download file PDF
Balanced Fund Download file PDF
Core Diversified Fund Download file PDF
Managed Fund Download file PDF
Opportunity Fund Download file PDF
Bravata Worldwide Flexible Fund Download file PDF
Core Accelerated Fund Download file PDF
Core Global Feeder Fund Download file PDF
Global Cautious Feeder Fund
Global Flexible Feeder Fund Download file PDF
Global Strategic Bond Feeder Fund
Contrarian Value Equity Feeder Fund
Core SA Equity Fund
Core World Index Feeder Fund
Entrepreneur Fund Download file PDF
Financials Fund Download file PDF
Global Emerging Markets Equity Feeder Fund Download file PDF
Global Equity Feeder Fund Download file PDF
Global Property Feeder Fund
Mining and Resource Fund Download file PDF
Multi-managed Future Focus Equity Fund
Private Wealth Equity Fund Download file PDF
Property Fund Download file PDF
Rainmaker Fund Download file PDF
SA Equity Fund Download file PDF

Fund price as at:

Sort funds by
Low risk High risk
Fund name Fund price Market change
Core Income Fund 100.42 0.03%
Flexible Income Fund 1 744.54 0.29%
Core Bond Fund 139.14 0.03%
Core Guarded Fund 1 907.35 -0.29%
Stable Fund 246.69 -0.32%
Balanced Fund 1 600.41 -0.61%
Core Diversified Fund 2 955.40 -0.71%
Managed Fund 598.59 -0.59%
Opportunity Fund 7 246.57 -0.34%
Bravata Worldwide Flexible Fund 628.69 -0.26%
Core Accelerated Fund 1 611.03 -0.97%
Core Global Feeder Fund 2 202.53 -0.60%
Global Cautious Feeder Fund 3 450.37 -0.60%
Global Flexible Feeder Fund 2 001.49 -1.34%
Global Strategic Bond Feeder Fund 1 059.13 -0.28%
Contrarian Value Equity Feeder Fund 957.02 -1.99%
Core SA Equity Fund 1 177.45 -1.14%
Core World Index Feeder Fund 1 203.33 -2.12%
Entrepreneur Fund 1 985.12 -0.01%
Financials Fund 41 751.31 -0.15%
Global Emerging Markets Equity Feeder Fund 1 356.18 -1.35%
Global Equity Feeder Fund 1 841.91 -1.47%
Global Property Feeder Fund 1 550.92 -0.12%
Mining and Resource Fund 3 784.86 -2.55%
Multi-managed Future Focus Equity Fund 1 003.95 -0.69%
Private Wealth Equity Fund 8 493.96 -0.47%
Property Fund 69.67 0.94%
Rainmaker Fund 15 559.40 -0.88%
SA Equity Fund 183.85 -1.10%

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.

About Us

Our History

We partner with independent managers in each fund category to offer a range of expertly managed funds across all asset classes. Click here to learn more about us.

Our Awards

We have received consistent industry recognition over the years as one of South Africa’s top asset managers. Click here to read more about our awards over the years.
Twitter facebook Facebook youtube YouTube linkedin LinkedIn
Legal Privacy PAIA Manual Cookies Manage Cookies