The Nedgroup Investments Financials Fund has won the Best of the Rest category at the Profile Unit Trust Awards 2025, in the Domestic South African Equity Specialist category for three years’ straight performance to the end of 2024.
Managed by our Head of Global Financials, Kokkie Kooyman, since 2004, the fund has consistently delivered outstanding long-term results for investors. It provides exposure to both South African and global financial sector shares, with capital growth as the primary goal over the medium to long term. The fund’s offshore exposure is achieved through the Denker Global Financial Fund.
At Denker Capital, our intrinsic value philosophy is built on fundamental research. We focus on three key factors when researching companies: strong business economics, quality management, and attractive valuations. By following this approach, we aim to invest in companies with the potential to grow shareholder value over time.
With over two decades of experience investing in the financial sector, Kokkie and our global financials team have built an extensive database of local and global financial companies. Through this database, we are able to continuously gain knowledge and insights and take advantage of new opportunities quickly as they arise. Few teams globally have the depth of expertise that we do across banks, insurers, exchanges, and debt collectors – spanning both developed and emerging markets. Our deep historical perspective equips us to identify opportunities and navigate challenges effectively, regardless of market conditions.
We are proud that we’ve been able to deliver strong long-term returns, as shown in Figure 1, and we remain optimistic about the opportunities ahead in the financial sector.
To the investors in the fund: thank you for your continued trust and support.
Click here for more information on the fund, or to invest.
Figure 1: Annualised performance at 31 December 2024
Source: Morningstar, 31 December 2024. Inception date: November 2003. The A class has an annual management fee of 1.73% (incl. VAT). Returns are net of fees. Returns for periods longer than one year are annualised. Annualised returns are returns for a period that are scaled to one year. The highest annual year return since inception was 69.0% and the lowest was -38.9%.
Disclaimer:
The opinions expressed above are those of the participants and do not necessarily represent those of Denker Capital. This information does not take the circumstances of a particular person or entity into account and is not advice in relation to an investment. Please do not rely on any information without appropriate advice from an independent financial adviser. Denker Capital is an authorised financial services provider in South Africa (FSP number 47075). The opinions expressed are not guaranteed to occur.
This information does not constitute financial advice as contemplated in terms of the South African Financial Advisory and Intermediary Services Act of 2002 (FAIS Act). Use or rely on this information at your own risk. Independent professional financial advice should always be sought before making an investment decision as not all investments are suitable for all investors.
Collective Investments Schemes are generally medium to long term investments. The value of your investment may go down as well as up. Past performance is not necessarily a guide to future performance. Performance is not guaranteed and even if forecasts about the expected future performance are included you will carry the investment and market risk, which includes the possibility of losing capital. The portfolio may hold foreign securities including foreign CIS funds. As a result, the fund may face material risks, which could include, foreign exchange risks, macro-economic risks and potential constraints on liquidity and the repatriation of funds, etc. A schedule of all fees, charges and maximum financial planner fees is available on request.
