Nedgroup Investments

What Nedgroup Investments does

Nedgroup Investments is a South African asset management business headquartered in Cape Town and operating as a subsidiary of Nedbank, one of South Africa's major banks. It offers a multi-manager investment platform serving primarily South African individual investors with a range of pooled investment vehicles — unit trusts, tax-free investments, and retirement products — alongside an offshore range (Best of Breed and MultiFunds sub-brands) that provides access to globally diversified funds curated from leading international asset managers.

Its core technology is a digital-first investment portal hosted on the Nedbank authentication infrastructure, enabling online account opening, transactions, statements, tax tools, and portfolio management. Distribution is direct-to-consumer via the website, supplemented by educational and thought-leadership content (podcasts, webinars, video series) and embedded access through Nedbank's retail banking network. Investor access is gated through Nedbank ID, tightly coupling the platform to the parent bank's ecosystem.

The business model is asset-management-fee-driven: recurring management fees on pooled AUM across local and offshore fund ranges. The company also pursues a responsible-investing proposition, signalled by a dedicated Head of Responsible Investment and related content. Headcount sits in the 101–250 range, and management has publicly referenced managing multi-billion-dollar investment strategies, indicating mid-to-large AUM scale relative to the South African retail asset-management market.

Name

Nedgroup Investments

Legal name

Nedgroup Investments

Website

https://nedgroupinvestments.co.za

Company type

Private

Operating status

Operating

Headcount range

101–250 employees

Short description

Nedgroup Investments is a South African multi-manager asset manager and Nedbank subsidiary offering unit trusts, tax-free investments, retirement products, and offshore fund ranges (Best of Breed, MultiFunds) to retail and global investors via a digital investment portal.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industries

Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK), Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)

Keywords

• Investment management services
• Unit trust funds
• Tax-free investments
• Retirement planning solutions
• Offshore investment funds

Headquarters

HQ city

Cape Town

HQ country

South Africa

HQ region

Africa

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment management services: Nedgroup Investments generates revenue through asset management fees charged on managed funds including unit trusts, tax-free investments, and retirement products. The company operates as a fund manager offering both South African and global investment products.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Nedgroup Investments operates a multi-manager investment platform that offers pooled investment vehicles for South African and global investors. Its South African range comprises Unit Trusts, Tax-Free Investments, and Retirement Products, while its international range includes Best of Breed (curated external global managers) and MultiFunds (multi-asset global funds). Investors access and manage these products through a digital investment portal hosted on the Nedbank domain, with self-service onboarding, transactions, statements, and tax tools.

Product overview

Nedgroup Investments offers a comprehensive investment platform with locally-focused South African products (Unit Trusts, Tax-Free Investments, Retirement Products) and globally-focused international products (Best of Breed, MultiFunds). The platform provides a unified digital investment portal for account management, alongside educational resources through podcasts and videos. The South African range enables local market access while the international range provides global diversification through curated best-of-breed fund managers and multi-asset fund solutions.

Differentiator

Problem solved

Functional benefit

Brands

• Best of Breed: Global investment product range featuring selected external fund managers
• MultiFunds

Products and services

• Unit Trusts

Quantifiable outcome

• 100% tax-free growth on investments with no interest, dividends or capital gains tax

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Investec Asset Management: Large South African-rooted (now Ninety One) global asset manager offering multi-asset funds, unit trusts, and offshore products. Comparable multi-manager and offshore capability at significantly larger scale.

Direct peers

• STANLIB: South African investment management firm (part of Liberty/Standard Bank group) offering unit trusts, retirement, and offshore products. Comparable retail wealth offering and parent-affiliated distribution channel.
• PSG Asset Management: South African asset manager offering unit trusts and offshore portfolios, including via a multi-manager-style offering. Directly comparable to Nedgroup's multi-manager platform and SA retail focus.
• Sanlam Investments: South African investment manager within the Sanlam group offering unit trusts, retirement annuities, tax-free savings, and offshore portfolios. Direct competitor with similar product suite and parent-affiliated distribution.
• Momentum Investments: South African investment manager within Momentum Metropolitan offering unit trusts, retirement, and offshore products to retail investors. Directly comparable product breadth and digital distribution model.
• Coronation Fund Managers: JSE-listed South African asset manager offering unit trusts, retirement, and offshore funds to retail and institutional investors. Closest direct peer in multi-manager product structure and SA retail channel.
• Allan Gray: South African investment management firm offering unit trusts, retirement products, and offshore portfolios to retail investors. Directly comparable multi-manager and balanced-fund model with similar mass-affluent retail focus.
• Old Mutual Investment Group: South African asset management arm of Old Mutual offering unit trusts, tax-free, retirement, and offshore products. Direct competitor leveraging a similar banking/insurance parent distribution channel.

Emerging players

• 10X Investments: South African low-cost passive and index-focused investment manager. Comparable retail wealth platform but differentiated by passive/ETF focus versus Nedgroup's active multi-manager model.
• Satrix (Sanlam Index): South African passive ETF provider within the Sanlam group. Adjacent competitor pressing on fee compression in unit trust category.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/nedgroup_int
• YouTubeyoutube.com/channel/UC7yKhnv_Gh_SyXtoPfFOdRg
• Facebookfacebook.com/NedgroupInvestments
• LinkedInlinkedin.com/company/nedgroup-investments

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nedgroup Investments