BALANCED FUND
Our Balanced Fund is a multi-asset class fund that invests in major asset classes, and aims to achieve consistent superior performance by delivering real returns over the medium to longer term with a strong emphasis on risk management. The fund is suitable for institutional investors seeking an actively managed balanced portfolio with a moderate risk profile. A broad asset allocation range allows the fund to take advantage of asset classes that exhibit low correlation characteristics, thus ensuring there is adequate diversification to enable consistent long term growth throughout the various market cycles.
Investment objective
The fund seeks to generate competitive, risk-adjusted returns on a consistent basis through any full market cycle. We do this through a focus on active investing based on asset class allocations and stock and instrument selection, and integrated portfolio construction techniques and processes to manage risk. The Fund aims to return CPI + 5% per annum over a full market cycle with less capital risk than the average balanced fund. The Fund is Regulation 13 compliant and at least 45% is invested in Namibian assets.
Investment process
The Fund invests in a diversified portfolio including cash, capital markets, equities and property, with active asset allocation. Derivatives can be utilised to reduce downside risk when pricing warrants this. The equity selection is active. The Fund is well diversified globally and the offshore allocation and currency exposure is managed actively.
Who should invest?
The Fund is suited to investors with a medium to long term investment horizon, who are seeking capital growth, and downside volatility management.
