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Unit Trusts Rates


Published at 2016-06-20

Market Equity fund Income fund Money Market Institutional Money
Annual Management fees 1.5% 0.75% 0.60% 0.50%
Fees per deposit 5.00% 0.75% 0.50% 0.20%

2017


February 2017

Unit Trust Monthly Feedback

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$500.

How to fund


Manage your funds professionally

Greater Buying Power

Funds are pooled together, giving you and other investor's greater buying power.



Scheduled monthly payments

Minimum scheduled payment N$500 per month or N$10,000 lump sum.



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

 
 

Monthly feedback archives


Everything you need to know about FNB Namibia Unit Trusts' past performance


View our collection of monthly feedback records to track our performance and better understand FNB Namibia Unit Trusts.

Getting it made easy


Unit Trusts

Qualifying criteria

A minimum of N$500 is required to open this account.

How to get it

Call me back

Other ways to apply

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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