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Ninety One Worldwide Flexible Fund
Code: WFFE
Overview of Ninety One Worldwide Flexible Fund
- Unconstrained and fully flexible, the Fund aims to maximize long-term total returns (comprising capital growth and income) by investing across a wide spectrum of asset classes, in both local and foreign markets
- Asset allocation decisions are based on a disciplined investment process that considers fundamental drivers, reasonable valuation and investor behaviour
- Equity selection employs a tested investment philosophy focused on investing in reasonably valued companies receiving positive earnings revisions that are expected to endure
Fund performance
Source: Profile Data
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Suitable for investors who...
The Ninety One Worldwide Flexible Fund is ideal for South African investors seeking maximum flexibility and offshore investments. It is an unconstrained fund which aims to find the best investment opportunities regardless of geography or asset class.
Benchmark
Benchmark: 35% FTSE/JSE All Share Index (ALSI), 35% MSCI AC World NR (ACWI), 15% Barclays Capital Global Aggregate (BGBA), 15% JSE ASSA All Bond Index (ALBI)
Strategy of Ninety One Worldwide Flexible Fund
- The Ninety One Worldwide Flexible Fund aims to maximise total real returns through active and unconstrained management
- The Fund’s managers can invest in a mix of local and foreign assets, including equities (e.g. company shares), cash and bonds (contracts to repay borrowed money which typically pay interest at fixed times)
- The Ninety One Worldwide Flexible Fund is unrestricted in its choice of companies either by size, industry or geography
- Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts whose value is linked to the price of an underlying asset)
Fund Managers
Rhynhardt Roodt
Rüdiger Naumann
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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Investonline Portfolio Performance
Actual 15-year performance annualised from Sep 2009 to Sep 2024
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10.6% Moderate 15 Yr Annualised
8.5% Conservative 15 Yr Annualised
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