This medium-risk fund is ideal for investors who want steady long-term growth of their capital and income from a diverse portfolio of actively managed Namibian and global assets. The fund is suitable for building up long-term retirement capital and is managed to comply with regulations governing retirement fund investments in Namibia. The recommended investment horizon is five years or longer.
This funds aims to achieve steady long-term growth of capital and income by investing in a diversified combination of domestic and international assets, where the asset allocation is actively managed in the short term.
Namibian Peer Group Average
David Knee, Michael Moyle, Johny Lambridis, Sandile Malinga and Leonard Krüger
01 August 2008
Investor Class (A): N$10 000
Investor Class (A): N$500 pm
No initial fees are charged
Investor Class (A):: 1.25%
Additional underlying foreign fund fees are dependent on the fund
This fund uses an active global asset allocation strategy and superior stock selection through a long-term valuation-based approach to beat its benchmark, with controlled risk exposure. The intended maximum limit for Equity is 75% of the fund.
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