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Compare funds


Money Market Stable Moderate Growth Growth Plus Corporarte Fund
Sector Domestic Money Market Multi Asset - Low Equity Multi Asset - Medium Equity Multi Asset - High Equity Worldwide - Multi Asset Flexible Money Market
Inception Date 1 April 2009 1 April 2009 1 April 2009 1 April 2009 1 April 2009 1 April 2009
Benchmark Namibia Bank Rate minus 0.50% CPI +2% over a 3-year rolling period CPI +3.5% over a 5-year rolling period CPI +3.5% over a 5-year rolling period FTSE/JSE All Share Index over a 10-year rolling period Namibia Bank Rate minus 0.50%
Risk Profile Low Low-Medium Medium Medium High High Low
Price 100.00 cents 100.00 cents 100.00 cents 100.00 cents 100.00 cents 100.00 cents
Fund Size N$851,850,841 N$851,850,841 N$851,850,841 N$851,850,841 N$851,850,841 N$851,850,841
Annual Management Fee 0.60% 0.60% 0.60% 0.60% 0.60% 0.60%
Nature of Distributions Interest Interest & Dividends Interest & Dividends Interest & Dividends Interest & Dividends Interest
Income Declaration Accrued Daily, Paid Monthly Bi-annualy Bi-annualy Bi-annualy Bi-annualy Accrued Daily, Paid Monthly
Minimum Investments Amounts
Lump sum N$5,000 N$5,000 N$5,000 N$5,000 N$5,000 N$5,000
Additional lump sum N$1,000 N$1,000 N$1,000 N$1,000 N$1,000 N$1,000
or
Monthly debit order N$500 N$500 N$500 N$500 N$500 N$500
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FNB Horizon Series fund options


Look through into fund construction


Strategy/Fund/Index Money Market Stable Moderate Growth Growth Plus Corporarte Fund
Call/ Near Call 10.0% - - - - 10.0%
Namibia 0 - 3 months 15.0% - - - - 15.0%
Namibia 3 - 6 months 10.0% - - - - 10.0%
Namibia 6 - 12 months 15.0% - - - - 15.0%
South Africa Namibia 0 - 3 months 15.0% - - - - 15.0%
South Africa Namibia 3 - 6 months 20.0% - - - - 20.0%
South Africa Namibia 6 - 12 months 15.0% - - - - 15.0%
Local Fixed Income - 11.8% 11.8% 25.0% 25.0% -
Local Cash - 17.6% 17.6% - - -
Low Duration Fixed Income - 11.8% 11.8% - - -
International Equity - 17.6% 17.6% 25.0% 25.0% -
Local Equity - 17.6% 17.6% 25.0% 25.0% -
Local Property - 23.5% 23.5% 25.0% 25.0% -

Unit Trusts Fees


Annual Management Fees

Published at 2017-11-28

Fund Fee
Corporate Fund 0.60%
Money Market Fund 0.60%
Income Fund 0.75%
Inflation Linked Fund 1.20%
Balanced Fund 1.25%
Equity Fund 1.00%

Initial Fees

Published at 2017-11-28

Fund Fee
Corporate Fund 0.00%
Money Market Fund 0.00%
Income Fund 0.75%
Inflation Linked Fund 0.75%
Balanced Fund 1.00%
Equity Fund 5.00%

Monthly feedback archives


Unit Trusts


Take the complexity out of investing

Unit Trusts are professionally managed funds that allow you to invest in financial markets, together with other investors, through a management company. Minimum opening balance of N$5 000.

FNB Namibia Unit Trusts


Anyone can invest with FNB

Our FNB Namibia Unit Trusts is a range of five expertly modeled funds, which have been built to ensure that investors derive the maximum level of benefit based on their specific investment period.

FNB has worked in close partnership with investment specialists across FirstRand Bank to ensure that we bring you a simple but superior investment range.

 

How to fund


Manage your funds professionally

Greater buying power

Funds are pooled together, giving you and other investors greater buying power.



Scheduled monthly payments

Minimum scheduled payment N$500 per month or an opening deposit of N$5 000.



Make ad hoc payments

The option to make ad hoc payments electronically into the Unit Trust account.



Use existing account

You only need to have a FNB transactional account for the monthly schedule payments investment.



What's hot


Affordable + flexible investments

 

Diversify your portfolio

A good way to diversify your investment portfolio.



Build your wealth

Your funds will be invested in a combination of securities, stocks and liquid assets.



Financial results


Archive of annual results


View previous years' financial results

 

Getting it made easy


Unit Trusts

Qualifying criteria

A minimum of N$5 000 is required to open this account.

How to get it

Start Application Now

Other ways to apply

Find a branch

or email utsinfo@fnbnamibia.com.na

Documents needed

Proof of identity

  • A Namibian ID or passport. Note: If you are a foreign national, a valid passport or a copy of the relevant permit is required.

Proof of physical address

  • Provide a recent (less than 3 months old) utility account, e.g. rates, taxes, water, electricity or telephone account, or retailer accounts, e.g. clothing, pharmacy, veterinary or doctor's account, etc.

Income tax number(s)

  • If issued