Namibian Funds
We offer our investors a focused range of unit trusts. Each is managed according to a specific mandate and invests across single or multiple asset classes.
Are you ready to invest?
FORMS AND DOWNLOADS
What is a unit trust?
A unit trust (also called a fund) is an investment vehicle that allows you to pool your savings with others to invest in a wide variety of financial markets at a much lower cost.
Benefits of unit trusts
Unit trusts are cost effective, well-regulated and transparent. Best of all, your asset allocation decisions are delegated to a team of highly-experienced investment professionals.
Are unit trusts for me?
Unit trusts are great if you lack the time or knowledge to manage your own investments, or if you’re looking to benefit from the investment expertise of a professional fund manager.
How do I choose a unit trust?
Choosing a unit trusts starts with having a clear understanding of your investment goal, time horizon and risk profile. The next step is to choose a unit trust that matches these objectives.
How do I invest?
Investing with M&G Investments is quick and easy. Once you’ve determined which unit trust/s best meets your needs, you can complete an application form in under 10 minutes.
-
Namibian Funds
Downloads
-
M&G 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.
-
M&G Namibian Enhanced Income Fund
Who Should Invest
This fund is ideal for investors looking for a low- to medium-risk actively managed income solution that provides a high income return, together with moderate capital growth. The recommended investment horizon is one to three years.
-
M&G Namibian Inflation Plus Fund
Who Should Invest
This multi-asset class fund is ideal for investors saving for retirement, those already living off a pension and those wanting to protect their savings from the detrimental effects of inflation, thereby preserving purchasing power and earning a real return. The fund is managed to comply with regulations governing retirement fund investments in Namibia.
-
M&G Namibian Money Market Fund
Who Should Invest
This fund is recommended for risk-adverse investors wanting a short-term investment with protection from equity and bond market-type volatility, who need an inexpensive safe haven to house funds while earning above-inflation returns. The recommended investment horizon is one to 12 months.