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    M&G Namibian Inflation Plus Fund

    Latest Price

    -

    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

    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

    Cautious Allocation

    Objective

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

    Launch Date

    01 September 2003

    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. 

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