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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.
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.
All returns quoted are A-Class after fees and charges
Investor Class (A): N$10 000
Investor Class (A): N$500 pm
Cautious Allocation
Namibian CPI +4% over a rolling 3-year period
01 September 2003
Distributed bi-annually
| Date | Unit | Price |
No initial fees are charged
Investor Class (A): 0.85%
Additional underlying foreign fund fees are dependent on the fund
This fund invests in an actively managed, diversified combination of domestic and international assets where the asset allocation is tactically managed.
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Fund Picker
South Africa
Namibia
Michael Moyle
Leonard Krüger
Sandile Malinga