Investing in a unit trust remains one of the best ways to save in the medium and long-term.

The simplest, most cost-effective way for you to invest with Namibia Asset Management is through a unit trust fund. 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 six unit trust offerings.

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NAM CORONATION STRATEGIC INCOME FUND

Fund Objectives

The fund is managed to deliver returns in excess of the IJG Money Market Index.

Fund profile

The fund aims to achieve a higher return than a traditional money market or pure income fund.

How long should investors remain invested?

The recommended investment term is twelve months and longer. The fund’s exposure to growth assets like listed property and preference shares might cause price fluctuations from day to day, making it unsuitable as an alternative to a money market fund over very short investment horizons (twelve months and shorter).

Investor’s profile

Investors who are looking for an intelligent alternative to cash or bank deposits over periods ranging from 12 to 36 months.

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NAM CORONATION BALANCED PLUS FUND

Fund Objectives:

The fund aims to achieve the highest possible investment growth for retirement savers over the long term.

Fund profile

The Balanced Plus Fund can invest in a wide variety of assets such as shares, bonds, listed property and cash.

As the fund aims to maximise long-term returns, it is characteristic of the fund to have a strong bias towards shares, which offer the highest expected growth over the long run. The fund’s managers actively seek out attractively valued shares that could achieve strong returns over periods of five years and longer.

How long should you be invested in the fund?

The recommended investment term is five years and longer.

Investor profile

Investors who are saving for retirement and are looking for an investment that balances long-term growth with moderate levels of risk.

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NAM CORONATION MONEY MARKET FUND

Fund Objective

Our Money Market Fund aims to provide a higher level of income than fixed deposits and call accounts. The fund provides a medium whereby investors can get exposure to diversified money market instruments as defined from time to time.

Fund Profile

The fund is tactically managed to achieve the best possible return achievable from money market instruments, while aiming to protect capital.

Investor profile

The fund is suitable for investors who are seeking an alternative to bank deposits and/or a short-term parking place for their capital. As well as for those investors who focus on capital preservation whilst not seeking long-term capital growth.

How long should you remain invested in the fund?

The recommended investment term is twelve months and longer. The fund’s lack of exposure to growth assets, makes it unsuitable for long-term investors.

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NAM CORONATION CAPITAL PLUS FUND

Fund Objectives

The fund is managed to achieve high investment growth over the medium to long term and to preserve capital over any rolling twelve-month period.

Fund profile

The fund can invest in a wide range of assets such as shares, bonds, listed property and cash. As the fund actively seeks to curb risk and volatility, a maximum of 60% of the fund may be held in growth assets like shares and listed property.

How long should you remain invested in the fund?

The recommended investment term is three years and longer. The fund’s exposure to shares may result in short-term price fluctuations, making it unsuitable to investors who are only able to invest for short periods.

Investor profile

Pensioners and other investors requiring an income, especially those in the first half of retirement.

Living annuity investors seeking a fund that aims to achieve both income and capital growth.

Investors requiring a low-risk fund, which offers a moderate rate of return, for their retirement annuity, provident fund, preservation fund or pension fund.

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NAM CORONATION BALANCED DEFENSIVE FUND

Fund’s objectives

The fund is managed to protect capital over any twelve-month period and achieve investment returns of inflation plus 3% over the medium term.

Fund profile

On average, the fund will hold a maximum of 40% in growth assets (shares and property). The fund is diversified across a range of assets reflecting its cautious risk budget. This includes a selection of shares that we believe are attractively valued, as well as quality income assets.

How long should you remain invested in the fund?

The recommended investment term is three years and longer. The fund’s exposure to shares may result in short-term price fluctuations that make it unsuitable for investors who are only able invest for short periods.

Investor’s profile

Pensioners and other investors requiring an income, especially those in the second half of retirement.

Living annuity investors seeking a fund that aims to achieve both income and capital growth.

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NAM CORONATION OPTIMUM GROWTH FUND

Fund Objectives

The Optimum Growth fund aims to maximise long-term investment growth by investing in a range of opportunities available in public asset markets from around the world. Our intent is to provide competitive after inflation returns measured in N$ over all five-year periods.

Fund profile

Optimum Growth will normally have a significant bias towards shares but can invest in a variety of assets including listed property, bonds and cash. The fund has a flexible mandate and can invest in any combination of developed economies (including the US, Europe and Japan), South African assets and other emerging market assets. The fund will vary exposure to developed and emerging market assets based on where we deem the most attractive valuations are available. The fund’s exposure will be in a variety of currencies, primarily the US dollar, British pound, euro and yen.

How long should you remain invested in the fund?

An investment term of more than five years is recommended.

Investor profile

The fund is suitable for investors looking for a balanced exposure to both regional and international assets; and are comfortable with granting the asset manager a wide degree of discretion. The fund is also suited for investors who are in their wealth build-up phase and require little income yield in the short term. In addition, investors should be able to withstand short-term market and currency fluctuations in pursuit of maximum total returns over the long term.

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