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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 managers

Clyde Rossouw

Clyde Rossouw

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