FUND OVERVIEW
FUND OVERVIEW
Investing in a unit trust remains one of the best ways to save in the medium and long-term. Namibia Unit Trust Managers Limited (NUTM) is a wholly-owned subsidiary of Namibia Asset Management Limited (NAM) and has four unit trust offerings.
Whether you are saving for your future, require an immediate income or a combination of both, we have a fund that will suit your needs. From as little as N$500 per month you can rely on us to guard and to grow your wealth.
NAM CORONATION STRATEGIC INCOME FUND
FUND OVERVIEW
A widely diversified, actively managed multi-asset fund that aims to provide a higher level of income than a pure income fund.
INVESTOR PROFILE
Investors looking for an
intelligent alternative to cash or bank deposits over periods from 6 to 36 months.
FUND OBJECTIVE
To deliver returns in excess of the IJG Money Market Index.
INVESTMENT MINIMUM
Monthly debit order: N$500
Lump sum: N$5 000
FEES: Initial: 0.00% Annual management: 0.85% per annum
NAM CORONATION BALANCED DEFENSIVE
FUND OVERVIEW
The fund aims to provide a reasonable level of current income and seeks to preserve capital in real terms, with lower volatility over the medium to long-term.
INVESTOR PROFILE
Investors seeking a defensive investment solution with a low tolerance for the
volatility of returns
associated with equity
investing.
FUND OBJECTIVE
Our intent is preserve capital over any 12-month period, while maintaining the ability to produce a medium-term return in excess of cash + 3% per annum.
INVESTMENT MINIMUM
Monthly debit order: N$500
Lump sum: N$5 000
FEES: Initial: 0.00% Annual management: 1.25% per annum
NAM CORONATION CAPITAL PLUS
FUND OVERVIEW
The fund aims to maximise long-term returns while
minimising short-term risk.
INVESTOR PROFILE
Investors requiring a
risk- conscious investment with a reasonable probability of preserving capital in real terms with a low tolerance for the volatility of returns associated with equity
investing.
FUND OBJECTIVE
Our intent is to preserve
capital over any 12-month period, while maintaining the ability to produce a
medium-term return in excess of inflation + 4% per annum.
INVESTMENT MINIMUM
Monthly debit order: N$500
Lump sum: N$5 000
FEES: Initial: 0.00% Annual management: 1.25% per annum
NAM CORONATION BALANCED PLUS
FUND OVERVIEW
A fully managed investment solution diversified across the various asset classes and sectors within the prudential guideline limits.
INVESTOR PROFILE
The fund is suitable for investors building up long-term retirement capital and to preserve the purchasing power of their capital over the long term, but not prepared to accept the short- term turbulence of the equity market.
FUND OBJECTIVE
The fund has a benchmark that aims to out-perform the median of the peer group for the funds category.
INVESTMENT MINIMUM
Monthly debit order: N$500
Lump sum: N$5 000
FEES: Initial: 0.00% Annual management: 1.25% per annum
NAM CORONATION MONEY MARKET
FUND OVERVIEW
The fund provides a medium whereby investors can get exposure to diversified money market instruments as defined from time to time.
INVESTOR PROFILE
The fund is suitable for
investors seeking money market returns.
FUND OBJECTIVE
The primary objective of the fund is to obtain as high a level of current income as is consistent with capital preservation and liquidity.
INVESTMENT MINIMUM
Lump sum: N$10 000
FEES: Initial: 0.00% Annual management: 0.50% per annum
NAM CORONATION CAPITAL PLUS FUND
The fund aims to maximize long-term returns while minimizing short-term risk
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