Global Equity Fund
The portfolio is suited to investors who wish to actively participate in the returns (and are not averse to the risks) of a portfolio diversified through exposure to global equity markets.
Overview
Investment objective
The Sub-Fund aims to provide investors with long term capital growth through investment in equity and equity related securities.
Key facts
Risk profile
5
$1.3bn
AUM
Article 8
SFDR classification
Fund managers
Investment Manager
Nedgroup Investments
Nedgroup Investments is a global asset manager with over $20 billion AUM. As an investment-led business, we are dedicated to finding exceptional fund managers and providing the right conditions for them to perform over the long term.
Sub-Investment Manager
Veritas Asset Management LLP
Veritas is an independent asset management company based in the UK whose key investment objective is to deliver long term real returns for clients. Their philosophy combines a global thematic approach with a fundamental research process to construct unconstrained high-conviction portfolios of shares in the best quality companies. Veritas Asset Management was established in 2003 and has managed the Nedgroup Investments Global Equity Fund since 2010.
Performance
- C USD
- C GBP
Fund
Performance indicator
Peer group
Fund class launch date
Cumulative Performance
Past performance is not indicative of future performance and does not predict future returns.
Source:
Annualized performance (%)
Past performance is not indicative of future performance and does not predict future returns.
Source:
Important Note: Under financial services regulations, we are not permitted to provide information about the performance of this class until 12 months after its launch date.
Investment insight
The hidden cost of AI and the global water crisis
Training one advanced AI model emits the same carbon as 300 cross-country flights. Meanwhile, water demand is projected to outstrip supply by 2050. Tune in to episode 5 of Sustainable Returns as David Levinson talks to Madhushree Agarwal, Portfolio Manager at Nedgroup Investments UK, about these issues and why they both have huge implications for markets. Madhushree also shares more on AI’s carbon footprint because while it is revolutionising industries, it comes at a steep environmental price. Data centres consume large amounts of energy and water, which is raising urgent questions about sustainability. Plus, insights on the global water crisis - from desalination to smart irrigation, find out where risk meets opportunity for investors.
The hidden cost of AI and the global water crisis
Social risks in supply chains: Policies that protect people and value
In this episode of Sustainable Returns, David Levinson interviews Vuyolwethu Nzube, ESG Analyst at Truffle Asset Management, to examine the growing significance of the social dimension within ESG frameworks. Their discussion highlights the need for substantive action beyond policy statements, drawing on practical examples such as the 2024 Giorgio Armani supply chain incident and its implications for investors. Plus, the impact of social risks on organisational reputation and financial performance, methodologies for evaluating both systemic and incident-specific social risks, and the alignment between safeguarding long-term investment value and upholding human rights.
Social risks in supply chains: Policies that protect people and value
The challenges in achieving net-zero
Ambition often drives sustainability narratives, but credibility sustains them. In this episode of Sustainable Returns, David Levinson and Anthony Walker, ESG Specialist at M&G Investments, explore how Sappi, a South African pulp and paper leader, is redefining climate responsibility through realistic, transparent, and data-driven goals that reflect South Africa’s energy and infrastructure realities. Sappi’s commitment to reduce Scope 1 and 2 emissions by 41.5% by 2030 and reliance on 63% renewable energy globally shows that meaningful progress doesn’t always require bold promises, just credible ones.
The challenges in achieving net-zero
Doubling down on our efforts: ESG and pension reform in SA
South Africa’s pension and retirement fund sector sits at the intersection of financial security and social transformation. As unemployment, inequality, and climate change intensify, ESG principles are no longer optional, they are essential. In this episode of Sustainable Returns, David Levinson speaks with Andile Hlanti, Institutional Consultant, about how ESG is reshaping the future of retirement investing in South Africa. They also discuss why trustees are moving from a compliance mindset to an impact-driven approach and the unique design of the Nedgroup Investments Multi-Managed Future Focus Equity Fund, managed by three investment-led and black-owned asset managers.
Doubling down on our efforts: ESG and pension reform in SA
The economics of climate-related events
We are excited to launch Sustainable Returns with David Levinson, a new podcast series by Nedgroup Investments exploring the intersection of finance, sustainability and responsible investing. In the first episode, David Levinson, Head of Responsible Investment, begins with a reflection of where we are and where we are going on the path towards sustainability, and he explores the financial and societal costs of climate-related disasters. 2024 proved that extreme weather events are no longer distant risks, they are here and reshaping economies. From the rise of catastrophe bonds to the investment opportunities in resilient infrastructure and renewable energy, this episode unpacks how investors can navigate and respond to the economics of a changing climate.
The economics of climate-related events
Smart investing, simply done your way | Find your perfect investment match
Not sure where to start? We’ve got you covered. With the “Help Me Find Market Investments” feature on the Nedbank MoneyApp, you can discover the right investment for your goals - backed by decades of real market data. Get personalised guidance, explore long-term investment options and start smart, even if you’re unsure.
Smart investing, simply done your way | Find your perfect investment match
Smart investing, simply done your way | Make your money work for you
Already know what you want? Take control of your financial future with Nedgroup Investments. Whether it’s a unit trust, tax-free investment, or retirement annuity, investing with us on the Nedbank MoneyApp makes it easy to invest for growth. Choose your funds, set your contribution and start investing today.
Smart investing, simply done your way | Make your money work for you
AI vs The financial advisor: Replacement or tool?
Artificial Intelligence (AI) is reshaping industries everywhere, and financial advice is no exception. In this episode of the Value of Advice, Luthando Mzilikazi, Regional Manager: Gauteng, looks at how AI tools are changing the way advisors and clients interact, from data-driven insights to personalised investment strategies. But can AI replace human advice? Or is the future about expertise supported by smart technology? Tune in as Luthando explores how AI is redefining trust, relationships, and the value of financial advice.
AI vs The financial advisor: Replacement or tool?
Tied or Independent? The advisor type you choose matters
Your relationship with your financial advisor matters and the type of advisor you choose can shape your entire financial journey. In episode 4 of the Value of Advice, Luthando Mzilikazi, Regional Manager for Gauteng, unpacks the difference between tied and independent advisors in South Africa, and why the choice is about more than just products. Listen now to discover what each model offers and how they align with different investor personalities. The right match between you and your advisor can bring clarity, confidence and long-term success.
Tied or Independent? The advisor type you choose matters
Challenges in the formal savings industry: A crisis of accessibility and trust?
In this hard-hitting episode 3 of the value of advice series, Luthando Mzilikazi explores the growing accessibility and trust challenges facing South Africa’s formal savings industry and unpacks five systemic barriers that impact low-income investors, the high cost of poor communication and governance, what providers are doing to restore trust and practical insights for investors navigating the system. She also tackles a critical question: Why are so many South Africans opting out of the formal savings and investment industry? Backed by recent data and real-world insight, this episode explores the growing trust gap between financial institutions and the communities they aim to serve.
Challenges in the formal savings industry: A crisis of accessibility and trust?
Not all advice is good: How to pick a financial advisor you can trust
Not all advice is good advice, so how do you pick the right financial advisor and protect your future? In episode 2 of the value of advice series, Luthando Mzilikazi, Regional Manager: Gauteng, breaks down how to evaluate credibility, transparency and trust before choosing a financial advisor and trusting them with something as personal and important as your financial wellbeing. Listen to the full episode to learn more about what to expect in your first meeting with an advisor, which qualifications are important, the cost of good and fair advice and more insights.
Not all advice is good: How to pick a financial advisor you can trust
Prioritising a transformative and sustainable investment approach in South Africa’s pension and retirement fund industry
The South African retirement sector is undergoing a significant evolution, marked by the increasing integration of Environmental, Social, and Governance (ESG) principles in investment strategies. Traditional financial returns remain a core objective, but the focus has broadened to include sustainable and socially impactful outcomes.
Prioritising a transformative and sustainable investment approach in South Africa’s pension and retirement fund industry
Literature
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- 202510
- 202509
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- 202507
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- 202407
- 202406
- 202405
- 202404
- 202403
- 202402
- 202401
- PAOBO2024
- DeathClaims
- InstitutionalForms2024
- InitialInvestments2024
- CashForms2024
- LegalEntities2024
- Switch2024
- Withdrawal2024
- Beneficiaries2024
- ClientDetails2024
- DebitOrder2024
- FPForms2024
- AdditionalInvestments2024
- Retirement2024
- ChangeDetails2024
- 202404
- 202303
- 202212
- 202209
- 202206
- 202203
- 202112
- 202109
- 202106
- 202101
- 202012
- 202009
- 202006
- 201909
- 201906
- 2025q4
- 2025q3
- 2025Q2
- 2025Q1
- 2024Q4
- 2024Q3
- 2024Q2
- 2024Q1
- 2023Q4
- 2023Q3
- 2023Q2
- 2023Q1
- 2022q4
- 2022Q3
- 2022Q2
- 2022Q1
- 2021Q4
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- 2021Q2
- 2021Q1
- 2020Q4
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- 2019Q1
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- 2018Q4
- 2023
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- 2021
- 2020
- 2019
- 2018
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- 2016
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Prospectus
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Core Chartbook 2025
-
Exposure report
-
Fact sheets
-
FlagshipFundRange
-
Forms2024
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Future-Focus-Equity-Fund
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kiid
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pkid
-
Portfolios
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Quarterly reports
-
Rating certificate
-
Reportable income
-
supplement
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Two-Pot-Retirement-System
Global Equity Fund C USD (INST).pdf
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Prices
As at DD/MM/YYYY| Class | Fund price | Price change | Shares in issue |
|---|
Identifiers & more
| Class | ISIN | SEDOL | Bloomberg ticker | Minimum investment | SRI rating |
|---|---|---|---|---|---|
| Class C USD | IE00BKXGF987 | BKXGF98 | NGGEQYC:ID | 4000 | 4 |
| Class C GBP | IE00BW0D8860 | BW0D886 | NGCEGBP:ID | 4000 | 4 |
Proxy voting
No proxy data available for the fund
| Investee company | Share code | Event type | Date |
|---|---|---|---|
| - | - | - | - |
| Number | Resolution | Vote | Result |
|---|
| Declaration date | Payment date | Distribution rate |
|---|
Latest investment insights
The hidden cost of AI and the global water crisis
Training one advanced AI model emits the same carbon as 300 cross-country flights. Meanwhile, water demand is projected to outstrip supply by 2050. Tune in to episode 5 of Sustainable Returns as David Levinson talks to Madhushree Agarwal, Portfolio Manager at Nedgroup Investments UK, about these issues and why they both have huge implications for markets. Madhushree also shares more on AI’s carbon footprint because while it is revolutionising industries, it comes at a steep environmental price. Data centres consume large amounts of energy and water, which is raising urgent questions about sustainability. Plus, insights on the global water crisis - from desalination to smart irrigation, find out where risk meets opportunity for investors.
The hidden cost of AI and the global water crisis
Social risks in supply chains: Policies that protect people and value
In this episode of Sustainable Returns, David Levinson interviews Vuyolwethu Nzube, ESG Analyst at Truffle Asset Management, to examine the growing significance of the social dimension within ESG frameworks. Their discussion highlights the need for substantive action beyond policy statements, drawing on practical examples such as the 2024 Giorgio Armani supply chain incident and its implications for investors. Plus, the impact of social risks on organisational reputation and financial performance, methodologies for evaluating both systemic and incident-specific social risks, and the alignment between safeguarding long-term investment value and upholding human rights.
Social risks in supply chains: Policies that protect people and value
The challenges in achieving net-zero
Ambition often drives sustainability narratives, but credibility sustains them. In this episode of Sustainable Returns, David Levinson and Anthony Walker, ESG Specialist at M&G Investments, explore how Sappi, a South African pulp and paper leader, is redefining climate responsibility through realistic, transparent, and data-driven goals that reflect South Africa’s energy and infrastructure realities. Sappi’s commitment to reduce Scope 1 and 2 emissions by 41.5% by 2030 and reliance on 63% renewable energy globally shows that meaningful progress doesn’t always require bold promises, just credible ones.
The challenges in achieving net-zero
Doubling down on our efforts: ESG and pension reform in SA
South Africa’s pension and retirement fund sector sits at the intersection of financial security and social transformation. As unemployment, inequality, and climate change intensify, ESG principles are no longer optional, they are essential. In this episode of Sustainable Returns, David Levinson speaks with Andile Hlanti, Institutional Consultant, about how ESG is reshaping the future of retirement investing in South Africa. They also discuss why trustees are moving from a compliance mindset to an impact-driven approach and the unique design of the Nedgroup Investments Multi-Managed Future Focus Equity Fund, managed by three investment-led and black-owned asset managers.
Doubling down on our efforts: ESG and pension reform in SA
The economics of climate-related events
We are excited to launch Sustainable Returns with David Levinson, a new podcast series by Nedgroup Investments exploring the intersection of finance, sustainability and responsible investing. In the first episode, David Levinson, Head of Responsible Investment, begins with a reflection of where we are and where we are going on the path towards sustainability, and he explores the financial and societal costs of climate-related disasters. 2024 proved that extreme weather events are no longer distant risks, they are here and reshaping economies. From the rise of catastrophe bonds to the investment opportunities in resilient infrastructure and renewable energy, this episode unpacks how investors can navigate and respond to the economics of a changing climate.
The economics of climate-related events
Smart investing, simply done your way | Find your perfect investment match
Not sure where to start? We’ve got you covered. With the “Help Me Find Market Investments” feature on the Nedbank MoneyApp, you can discover the right investment for your goals - backed by decades of real market data. Get personalised guidance, explore long-term investment options and start smart, even if you’re unsure.
Smart investing, simply done your way | Find your perfect investment match
Smart investing, simply done your way | Make your money work for you
Already know what you want? Take control of your financial future with Nedgroup Investments. Whether it’s a unit trust, tax-free investment, or retirement annuity, investing with us on the Nedbank MoneyApp makes it easy to invest for growth. Choose your funds, set your contribution and start investing today.
Smart investing, simply done your way | Make your money work for you
AI vs The financial advisor: Replacement or tool?
Artificial Intelligence (AI) is reshaping industries everywhere, and financial advice is no exception. In this episode of the Value of Advice, Luthando Mzilikazi, Regional Manager: Gauteng, looks at how AI tools are changing the way advisors and clients interact, from data-driven insights to personalised investment strategies. But can AI replace human advice? Or is the future about expertise supported by smart technology? Tune in as Luthando explores how AI is redefining trust, relationships, and the value of financial advice.
AI vs The financial advisor: Replacement or tool?
Tied or Independent? The advisor type you choose matters
Your relationship with your financial advisor matters and the type of advisor you choose can shape your entire financial journey. In episode 4 of the Value of Advice, Luthando Mzilikazi, Regional Manager for Gauteng, unpacks the difference between tied and independent advisors in South Africa, and why the choice is about more than just products. Listen now to discover what each model offers and how they align with different investor personalities. The right match between you and your advisor can bring clarity, confidence and long-term success.
Tied or Independent? The advisor type you choose matters
Winning by Not Losing in the Nedgroup Contrarian Value Strategy
Brian Selmo recently joined Morningstar’s The Long View podcast to share deep insights into the team’s investment philosophy and process.
Winning by Not Losing in the Nedgroup Contrarian Value Strategy
Navigating Global Markets – A Planner’s Guide to Balanced Global Allocation
In today’s unpredictable investment landscape, the question isn’t just “where to invest,” but “how much global exposure is enough?”
Navigating Global Markets – A Planner’s Guide to Balanced Global Allocation
Challenges in the formal savings industry: A crisis of accessibility and trust?
In this hard-hitting episode 3 of the value of advice series, Luthando Mzilikazi explores the growing accessibility and trust challenges facing South Africa’s formal savings industry and unpacks five systemic barriers that impact low-income investors, the high cost of poor communication and governance, what providers are doing to restore trust and practical insights for investors navigating the system. She also tackles a critical question: Why are so many South Africans opting out of the formal savings and investment industry? Backed by recent data and real-world insight, this episode explores the growing trust gap between financial institutions and the communities they aim to serve.