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Ninety One Opportunity Fund
Code: CMFA
Overview of Ninety One Opportunity Fund
The Ninety One Opportunity Fund is their one-stop fund, for moderate investors looking for a simple solution to achieve inflation beating returns, while mitigating downside risk. The Ninety One Opportunity Fund places strong emphasis on absolute returns and capital preservation. The portfolio will achieve this through active asset allocation and stock selection, with a bias towards stocks that are priced below their intrinsic value.
Fund performance
Source: Profile Data
Downloads
Suitable for investors who...
- Want a singular investment solution that offers real returns, with less variability than traditional balanced funds.
- Want a fund that is compliant with retirement annuity regulations.
Benchmark
The Ninety One Opportunity Fund's target is to achieve returns well in excess of inflation, which is CPI + 6% under current market conditions.
Strategy of Ninety One Opportunity Fund
The Ninety One Opportunity Fund invests in a combination of equities and fixed interest investments, for both domestic and international assets. In compliance with prudential guidelines, the fund’s exposure to equity and international exposure is limited to 75% and 25% respectively.
Fund Manager
Clyde Rossouw
Other funds from Ninety One
• Ninety One Diversified Income Fund
• Ninety One Cautious Managed Fund
• Ninety One Managed Fund
• Ninety One Opportunity Fund
• Ninety One Value Fund
• Ninety One Global Strategic Managed Feeder Fund
• Ninety One Global Franchise Feeder Fund
• Ninety One Equity Fund
• Ninety One Worldwide Flexible Fund
‹ Back to all funds
• Ninety One Cautious Managed Fund
• Ninety One Managed Fund
• Ninety One Opportunity Fund
• Ninety One Value Fund
• Ninety One Global Strategic Managed Feeder Fund
• Ninety One Global Franchise Feeder Fund
• Ninety One Equity Fund
• Ninety One Worldwide Flexible Fund
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Actual 15-year performance annualised from Dec 2009 to Dec 2024
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10.3% Moderate 15 Yr Annualised
8.6% Conservative 15 Yr Annualised
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