Navigating a smoother investment journey with the Alexforbes Namibia Navigator
Frederick Muller
At Alexforbes, our mission is to craft advice-driven investment solutions that address the evolving needs of our clients.
In today’s dynamic financial landscape, traditional investment products often fall short of offering both value and stability.
Recognising this gap, we are proud to introduce an innovative solution tailored to the Namibian market: the Alexforbes Namibia Navigator.
Launched on 1 July 2024, this smoothing-only investment portfolio is designed to provide clients with a steadier investment experience while delivering high real returns over the long term.
What sets the Namibia Navigator Apart?
The Namibia Navigator is built on the principle of smoothing—balancing the peaks and troughs of market performance to provide a more consistent return profile.
Unlike traditional smooth bonus funds, the Namibia Navigator does not include a capital guarantee.
While this means investments are exposed to market fluctuations, it eliminates the cost of guarantees, making it a cost-efficient choice for clients.
Here’s a snapshot of its key
features:
Feature
Description
Underlying Portfolio
Alexforbes Namibia Performer
Return objective
NCPI 5% p.a. over rolling five-year periods
Product classification
Smoothing-only investment portfolio
Guarantees
No capital or bonus guarantees
Bonus declaration
Frequency
Monthly, with potential for special bonuses
A reliable growth engine
At the core of the Namibia Navigator lies the Alexforbes Namibia Performer, a multi-managed portfolio with a proven track record.
As of 30 September 2024, it has consistently delivered top-quartile performance in its peer group across one-, three- and five-year periods.
Why choose the Namibia Navigator?
The Namibia Navigator offers an ideal solution for investors seeking:
High real returns: Aiming for NCPI 5% p.a. over rolling five-year periods.
Lower volatility: A smoother ride compared to traditional market-linked portfolios.
Cost efficiency: Competitive fees with no charges for capital guarantees.
A unique approach to smoothingUsing a robust smoothing formula, the Navigator translates the performance of the Namibia Performer into steady monthly bonuses, with flexibility to declare special bonuses when market conditions allow.
Who stands to benefit most?This portfolio is suited for long-term investors prioritising stable returns and reduced volatility. It appeals particularly to those seeking a sophisticated investment strategy that balances growth potential with risk management.
The Alexforbes advantageInvesting in the Namibia Navigator means benefiting from Alexforbes’ multi-management strategy:
Diversified exposure to traditional and alternative asset classes.
Access to top-tier asset managers.
A blend of complementary investment styles.
Transparent and competitive fees.
Your partner in financial well-being
The Alexforbes Namibia Navigator represents our commitment to innovation and client-centric solutions.
It underscores our dedication to empowering Namibians with tools that enable financial security and growth, even in uncertain times.
We invite you to explore how the Namibia Navigator can transform your investment journey. Together, we can chart a course to a brighter financial future.
For more information on the Alexforbes Namibia Navigator, contact our investment experts today.
At Alexforbes, our mission is to craft advice-driven investment solutions that address the evolving needs of our clients.
In today’s dynamic financial landscape, traditional investment products often fall short of offering both value and stability.
Recognising this gap, we are proud to introduce an innovative solution tailored to the Namibian market: the Alexforbes Namibia Navigator.
Launched on 1 July 2024, this smoothing-only investment portfolio is designed to provide clients with a steadier investment experience while delivering high real returns over the long term.
What sets the Namibia Navigator Apart?
The Namibia Navigator is built on the principle of smoothing—balancing the peaks and troughs of market performance to provide a more consistent return profile.
Unlike traditional smooth bonus funds, the Namibia Navigator does not include a capital guarantee.
While this means investments are exposed to market fluctuations, it eliminates the cost of guarantees, making it a cost-efficient choice for clients.
Here’s a snapshot of its key
features:
Feature
Description
Underlying Portfolio
Alexforbes Namibia Performer
Return objective
NCPI 5% p.a. over rolling five-year periods
Product classification
Smoothing-only investment portfolio
Guarantees
No capital or bonus guarantees
Bonus declaration
Frequency
Monthly, with potential for special bonuses
A reliable growth engine
At the core of the Namibia Navigator lies the Alexforbes Namibia Performer, a multi-managed portfolio with a proven track record.
As of 30 September 2024, it has consistently delivered top-quartile performance in its peer group across one-, three- and five-year periods.
Why choose the Namibia Navigator?
The Namibia Navigator offers an ideal solution for investors seeking:
High real returns: Aiming for NCPI 5% p.a. over rolling five-year periods.
Lower volatility: A smoother ride compared to traditional market-linked portfolios.
Cost efficiency: Competitive fees with no charges for capital guarantees.
A unique approach to smoothingUsing a robust smoothing formula, the Navigator translates the performance of the Namibia Performer into steady monthly bonuses, with flexibility to declare special bonuses when market conditions allow.
Who stands to benefit most?This portfolio is suited for long-term investors prioritising stable returns and reduced volatility. It appeals particularly to those seeking a sophisticated investment strategy that balances growth potential with risk management.
The Alexforbes advantageInvesting in the Namibia Navigator means benefiting from Alexforbes’ multi-management strategy:
Diversified exposure to traditional and alternative asset classes.
Access to top-tier asset managers.
A blend of complementary investment styles.
Transparent and competitive fees.
Your partner in financial well-being
The Alexforbes Namibia Navigator represents our commitment to innovation and client-centric solutions.
It underscores our dedication to empowering Namibians with tools that enable financial security and growth, even in uncertain times.
We invite you to explore how the Namibia Navigator can transform your investment journey. Together, we can chart a course to a brighter financial future.
For more information on the Alexforbes Namibia Navigator, contact our investment experts today.
