What is the World Wide Equity Fund?
The fund is managed by the Old Mutual Investment Group Namibia in partnership with international investment experts. They apply a rigorous, research-driven investment process to identify quality growth companies around the world.
The fund seeks to provide long-term capital appreciation by investing in a diversified portfolio of global equities. In a nutshell, we aim to grow your investment by investing offshore. It is ideal for you if you are looking for exposure to international markets so that you can potentially benefit from global growth trends.
Exposure to market volatility does carry some risk, which includes: currency risk due to fluctuations in exchange rates; geopolitical and economic factors affecting international markets; and fluctuations in your capital.
The investment minimums are:
- Lump sum: N$300
- Monthly (via debit order): N$100
This fund is suitable for:
- Individuals or institutions seeking international diversification
- Investors with a medium- to long-term investment horizon (5+ years)
- Those comfortable with moderate to high-risk exposure due to global market fluctuations
The benefits of investing in this Fund include:
- Access to global blue-chip companies
- Diversification across sectors, regions, and currencies
- Professional management and research expertise
- Hedge against local currency and market risks
- Potential for higher returns over the long term
You can easily manage and monitor your investment through Old Mutual’s user-friendly Unit Trust Client Portal. This online platform allows you to view your investment status anytime and access quarterly statements for regular updates on your portfolio’s performance. If your financial goals or risk appetite change, Old Mutual provides the flexibility to switch between different unit trust funds to better suit your evolving needs. These changes, including additional investments or fund switches, can all be done conveniently via the same self-service portal.
