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.

NAM CORONATION STRATEGIC INCOME FUND
NAM CORONATION BALANCED PLUS FUND
NAM CORONATION MONEY MARKET FUND
NAM CORONATION CAPITAL PLUS FUND
NAM CORONATION BALANCED DEFENSIVE FUND
NAM CORONATION OPTIMUM GROWTH FUND
Fund Objectives
The NAM Optimum Growth feeds 100% into the Coronation Optimum Growth Fund and 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.
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.
Investment Links
In strategic corporation with
