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    M&G Namibian Balanced Fund

    Latest Price

    -

    Who Should Invest

    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 NamibianĀ 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.

    Risk Profile

    Medium Risk

    Investment Objective

    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.

    • Medium Risk
    • Long Term
    • Long-Term Growth

    Details

    Performance

    All returns quoted are A-Class after fees and charges

    Min Lump Sum

    Investor Class (A): N$10 000

    Min Debit Order

    Investor Class (A): N$500 pm

    Morningstar Category

    Moderate Allocation

    Benchmark

    Namibian Peer Group Average

    Inception Date

    01 August 2008

    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): 1.25%

    Additional underlying foreign fund fees are dependent on the fund

    • Fund Return

    • Benchmark Return

    • Outperformance

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    Fund Management Approach

    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 limitĀ for Equity is 75% of the fund.

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