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Ninety One Opportunity Fund

Code: CMFA

Overview of Ninety One Opportunity Fund

The Ninety One Opportunity Fund is Investec’s 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

Clyde Rossouw

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Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?