FUND OVERVIEW

Fund objective

The objective on the Fairtree Mopane Namibia Bond Plus Prescient IJG fund is to maximise current income while preserving capital and to provide daily liquidity to investors.

Fund Profile

The fund invests in a combination of Namibian high quality, short-term money market instruments, sovereign bonds, listed property and listed shares, credit linked notes and high dividend stocks. In addition, the portfolio is permitted to use futures of the Stefi composite index or any constituent bond within the benchmark. The portfolio is subject to Regulation 13 of the Namibian Pension Funds Act.

Risk indicator

The risk indicator provides a visual representation of the level of risk associated with the fund, helping investors understand the potential volatility and return profile. Investors are encouraged to consider their risk tolerance and investment goals when selecting a fund. The risk category shown is not guaranteed and may change over time.

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Medium

Values-driven investing

Portfolio manager

Our portfolio managers bring a wealth of experience and in-depth market knowledge to the management of our funds.

Efraim Nkoshi

Mopane Asset Management
Fixed Income Portfolio Manager

Jacobus Lacock

Fixed Income Portfolio Manager

See all

 

Key documents

Download the necessary application forms to start your investment journey with Fairtree.

Document name
Documents type
Additional info
Fairtree Namibia Unit Trust Application form: Individual Investor
Document type
Application form
Additional info

Complete this form to start a unit trust investment as an Namibian individual investor. You will be required to provide supporting documents as per FICA requirements.

Download

Fairtree Namibia Unit Trust Application form: Legal Entities and Trusts
Document type
Application form
Additional info

Complete this form to start a unit trust investment as an Namibian individual investor. You will be required to provide supporting documents as per FICA requirements.

Download

Namibian Additional investment form
Document type
Form
Additional info

Complete this form to make an additional investment into your existing account.

Download

Redemption/withdrawal form
Document type
Form
Additional info

Complete this form to request a withdrawal or redemption of your funds.

Download

Transfer of ownership form
Document type
Form
Additional info

Complete this form to transfer ownership of an investment from one party to another.

Download

Values-driven investing

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FUND FACTSHEETS

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