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.

  • MEDIUM RISK
  • LONG TERM
  • LONG-TERM GROWTH

DOWNLOADS

RISK PROFILE

Medium Risk

LATEST PRICE

-

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

  • Invest Now

Details

Morningstar Category

Moderate Allocation

Benchmark

Namibian Peer Group Average

Fund Managers

Craig Butters 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