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Nedgroup Investments Stable Fund
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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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
• 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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Tax Optimisation for Investors
Speakers → Nick Brummer & Stuart Dyer
11 Jun 25 11:00