Prudential Namibian Inflation Plus Fund

LATEST PRICE

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Who Should Invest

This multi-asset class fund is ideal for investors saving for retirement, those already living off a pension and those wanting to protect their savings from the detrimental effects of inflation, thereby preserving purchasing power and earning a real return. The fund is managed to comply with regulations governing retirement fund investments in Namibia.

RISK PROFILE

Medium Risk

Investment Objective

This fund's primary objective is to outperform Namibian CPI by 4% per annum before fees and tax over rolling three-year periods. The secondary objective is to reduce the risk of capital loss over any rolling 12-month period.

  • INCOME & GROWTH
  • MEDIUM RISK
  • MEDIUM TERM

Details

Morningstar Category

Cautious Allocation

Objective

Namibian CPI+4% over a rolling 3-year period

Fund Manager

David Knee, Michael Moyle, Johny Lambridis, Sandile Malinga and Leonard Krüger

Launch Date

01 September 2003

Min Lump Sum

Investor Class (A): N$10 000

Min Debit Order

Investor Class (A): N$500 pm

Income Distribution

Distributed bi-annually

Prices

DATE UNIT PRICE

Fees

Initial fees (excl. VAT):

No initial fees are charged

Annual management fees (excl. VAT):

Investor Class (A): 0.85%

Additional underlying foreign fund fees are dependent on the fund

 

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

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Fund Management Approach

This fund invests in an actively managed, diversified combination of domestic and international assets where the asset allocation is tactically managed. 

FUND MANAGERS

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