Not logged in
| |
Marriott's Living Annuity Portfolios | | Marriott's Living Annuity Portfolio 0 | | Marriott's Living Annuity Portfolio 1 | | Marriott's Living Annuity Portfolio 2 |
|
View Funds | | Domestic Funds | | Management Companies | | Alphabetic Index | | Sector Index | | Offshore Funds | | Management Companies | | Alphabetic Index | | Sector Index |
|
Login |
E-mail
Print
1.8922
+0.0004
(+0.021%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)
Fund Performance
| Period Return %Growth of R1 000 |
 |
| * Not annualised |
| Period Return %Growth of R1 000 |
|
| * Not annualised |
Key Facts and Fund Objective
| Key Facts |
| Formation Date | 8 Oct 2007 |
| Fund Size (ZAR) | 711 653 328 |
| Latest Price | 189.22 |
| PlexCrowns | |
| Total Expense Ratio (31/03) | 1.64% |
| Minimum Investment | R2 000 |
| TTM Distribution Yield | 2.14% |
| Key Facts |
| Formation Date | 8 Oct 2007 |
| Fund Size (ZAR) | 711 653 328 |
| Latest Price | 189.22 |
| PlexCrowns | |
| Total Expense Ratio (31/03) | 1.64% |
| Minimum Investment | R2 000 |
| TTM Distribution Yield | 2.14% |
| Fund Objective |
|
The Standard Bank Namibia Inflation Plus Fund is a unique investment designed to provide long-term capital growth and enhanced levels of short-term income. By investing in a combination of assets classes, the fund seeks to outperform Namibian Inflation by 4% over a rolling 24-month period. There is an interest bearing element to this portfolio that results in a lower level of volatility when compared to a pure equity fund, which provides you with enhanced capital protection. This investment is the ideal option if you are looking for a professionally managed, moderate risk investment that provides exposure to equities, property and interest bearing investments....Read more
|
|
| Fund Objective |
The Standard Bank Namibia Inflation Plus Fund is a unique investment designed to provide long-term capital growth and enhanced levels of short-term income. By investing in a combination of assets classes, the fund seeks to outperform Namibian Inflation by 4% over a rolling 24-month period. There is an interest bearing element to this portfolio that results in a lower level of volatility when compared to a pure equity fund, which provides you with enhanced capital protection. This investment is the ideal option if you are looking for a professionally managed, moderate risk investment that provides exposure to equities, property and interest bearing investments. In addition, certain government issues as well as issues from top-rated corporations are also included in the investment universe. The fund aims to invest a minimum of 35% in Namibia.
|
|
| Fund Objective |
|
The Standard Bank Namibia Inflation Plus Fund is a unique investment designed to provide long-term capital growth and enhanced levels of short-term income. By investing in a combination of assets classes, the fund seeks to outperform Namibian Inflation by 4% over a rolling 24-month period. There is an interest bearing element to this portfolio that results in a lower level of volatility when compared to a pure equity fund, which provides you with enhanced capital protection. This investment is the ideal option if you are looking for a professionally managed, moderate risk investment that provides exposure to equities, property and interest bearing investments....Read more
|
|
| Fund Objective |
The Standard Bank Namibia Inflation Plus Fund is a unique investment designed to provide long-term capital growth and enhanced levels of short-term income. By investing in a combination of assets classes, the fund seeks to outperform Namibian Inflation by 4% over a rolling 24-month period. There is an interest bearing element to this portfolio that results in a lower level of volatility when compared to a pure equity fund, which provides you with enhanced capital protection. This investment is the ideal option if you are looking for a professionally managed, moderate risk investment that provides exposure to equities, property and interest bearing investments. In addition, certain government issues as well as issues from top-rated corporations are also included in the investment universe. The fund aims to invest a minimum of 35% in Namibia.
|
|