Prudential Namibian Balanced Fund - Funds - Prudential
 

Prudential Namibian Balanced Fund

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 Namibian 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.

  • LONG TERM
  • LONG-TERM GROWTH

DOWNLOADS

RISK PROFILE

Medium Risk

LATEST PRICE

-

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Details

Morningstar Category

Moderate Allocation

Benchmark

Morningstar Moderate Allocation Category Mean

Fund Managers

Craig Butters, Duncan Schwulst and Michael Moyle

Inception Date

01 August 2008

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):: 1.25%

Additional underlying foreign fund fees are dependent on the fund

Financial Adviser Service Fee*

Investor Class (A): 0.50%

* Included in Prudential’s annual management fee above