PORTFOLIO INVESTMENT OBJECTIVE: The Fund aims to outperform the Namibian Peer Group Average, maximizing long-term capital appreciation by investing in a balanced portfolio of Equities, Fixed Income, property, and cash. The fund will have off-shore exposure to up to 35% of the portfolio.
The investment horizon of the Fund is of a long-term nature and in many cases more than 5 years. The fund is Namibia Reg 28 Compliant.
PORTFOLIO Benchmark: Median of Namibian Managed Funds Peer group