Ngwedi Investment Managers

 

The portfolios offered, include:  
   
Daily Liquidity  
Ngwedi Interest Income SNN Fund  
Ngwedi Active Income SNN Fund  
Ngwedi Absolute Return SNN Fund  
Ngwedi Active Equity SNN Fund   
Ngwedi Equity SNN Fund  
Ngwedi Global Balanced SNN Fund  
   
Portfolio Information Documents as at 30 September 2020  
Key Investor Information Document ("KIID") Minimum Disclosure Document ("MDD")
Ngwedi Money Market SNN Fund KIID Ngwedi Money Market SNN Fund MDD
Ngwedi Active Income SNN Fund KIID Ngwedi Active Income SNN Fund MDD
Ngwedi Absolute Return SNN Fund KIID  Ngwedi Absolute Return SNN Fund MDD 
Ngwedi Active Equity SNN Fund Ngwedi Active Equity SNN Fund MDD
Ngwedi Equity SNN Fund  Ngwedi Equity SNN Fund MDD 
Ngwedi Global Balanced SNN Fund Ngwedi Global Balanced SNN Fund MDD
   
INVESTOR FORMS  
Ngwedi Investment Managers - Application Form  
Ngwedi Investment Managers - Additional Subscription Form  
Ngwedi Investment Managers - Investment Switch Form  
Ngwedi Investment Managers - Transfer of Ownership Form  
Ngwedi Investment Managers - Redemption Form  
Ngwedi Investment Managers - Change in Static Details  
General  
Tax Residency Self-certification Form: Individual  
Tax Residency Self-certification Form: Entity  
DWT Declaration Form  
IFA Application Form  
W-8BEN-E