We offer a range of innovative FSB approved local unit trusts, available directly or via a number of linked investment service providers. Our range of unit trusts embraces our philosophy of investment excellence. We offer a comprehensive suite of products to suit your investment needs – all matched with the corresponding investment choice that appeals to a wide range of investor requirements.
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An N-e-FG Model Portfolio effectively “wraps” a selection of different unit trust funds/mandates together. A Model Portfolio is not a collective investment portfolio and investors have direct ownership of the underlying investment. These model portfolios do not have a separate legal status, they are controlled by the same legislation pertaining to Linked Investment Providers (LISP’s), namely the Stock Exchange Control Act and the Financial Market Control Act.

N-e-FG Stable Portfolio

  • N-e-FG Stable Portfolio - September 2017

    The investment objective of the portfolio is to achieve a reasonable level of current income and seek to preserve capital in real terms (after inflation), with low to moderate volatility over the medium to long term. The portfolio return objective is to outperform inflation (CPI) with 3% over a 3 year rolling period with no negative growth over a 12 month rolling period. Please note this is not a guaranteed portfolio. The portfolio aims to maintain above average performance on a risk-adjusted return basis, against all listed Multi Asset Low Equity Unit Trust Funds.   

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N-e-FG Moderate Portfolio

  • N-e-FG Moderate Portfolio - September 2017

    The investment objective of the portfolio is to achieve an adequate amount of real growth (after inflation) while managing risk in the medium term. The portfolio aims to achieve market-linked performance at reduced levels of volatility. The return objective of the portfolio is to outperform inflation (CPI) with 5% over a 4 year rolling period with no negative growth over a 24 month rolling period. Please note that this is not a guaranteed portfolio. The portfolio aims to maintain above average performance on a risk adjusted return basis, against all listed Multi Asset Medium Equity Unit Trust Funds.   

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N-e-FG Aggressive Portfolio

  • N-e-FG Aggressive Portfolio - September 2017

    The investment objective of the portfolio is to achieve long term capital growth by investing in equities. The portfolio aims to generate high levels of out performance (alpha) by constantly searching for opportunities in the small, mid and large-capitalization sectors of the market. The portfolio return objective is to outperform inflation (CPI) with 7% over a 7 year rolling period with no negative growth over a 5 year rolling period. High levels of volatility should be expected in the short term. The portfolio aims to maintain above average performance on a risk adjusted return basis, against all listed General Equity Unit Trust Funds. 

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Diversify your investment portfolio with exposure to other regions of the world and currencies by investing in our international funds. When you select these options, you use our international investment capacity and do not have to worry about the complexity of owning foreign-domiciled assets. This solution is US dollar denominated (US$) and a perfect hedge against rand depreciation.
We are in the process of launching a global offering... Watch this space!
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There is more than one definition of an alternative investment. One of the most prominent types of alternative investments is a hedge fund structure, which we offer in-house. Investors have varying perceptions of the risk and reward they will experience in a hedge fund. At N-e-FG we inherently believe in the role a hedge fund can play in diversifying the returns available from other South African assets, as part of an overall asset allocation. Depending on the risk appetite of the client the mandate of the hedge fund can be specifically structured.
We offer our fund management experience and skill to investors who want to own a personalised share portfolio. We manage these private portfolios on behalf of our clients with a discretionary mandate to apply our investment philosophy and process to their capital. At the outset, we determine the appropriate risk level for each client's portfolio and aim to outperform the relevant benchmark within these constraints. The minimum investment amount for a private share portfolio with N-e-FG is R500 000. Such an account provides the investor personal access to their assigned portfolio manager.