NFB Asset Management Funds

Equity Fund
Fund of Funds
Offshore Funds

Equity Fund

Equity Fund Dec 11 - The objective of this portfolio is to provide investors with long-term capital growth through investments in a diversified portfolio of equities. Income will be of secondary importance. It aims to achieve total returns in excess of the FTSE/JSE All Share Index.

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Fund of Funds

Cautious Fund of Funds Dec 11 - The portfolio aims to provide investors with medium to long-term capital growth from a portfolio that maintains a moderate risk profile. This portfolio may create some income, but it will not be a primary objective. It aims to achieve total returns in excess of inflation (CPI for all urban areas) + 3% per annum over rolling three years.

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Fund of Funds

Balanced Fund of Funds Dec 11 - The portfolio aims to provide investors with medium to long-term capital growth from a portfolio that maintains a moderate risk profile. This portfolio may create some income, but it will not be a primary objective. It aims to achieve total returns in excess of inflation (CPI for all urban areas) + 5% per annum over rolling three years.

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Offshore Funds

OMG/NFB Conservative Managed Fund Dec 11 - The portfolio aims to provide long-term capital growth but, by using alternative strategies, it will aim to reduce the volatility traditionally associated with investments in securities markets. It will seek to achieve a return that is greater than cash over a rolling three year period.

USD fund fact sheet

GBP fund fact sheet

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Offshore Funds

OMG/NFB Active Managed Fund Dec 11 - The portfolio aims to provide long-term capital growth but, by using alternative strategies, it will aim to reduce the volatility traditionally associated with investments in securities markets. It will seek to achieve a return that is greater than cash plus 2% per annum over a rolling three year period.

USD fund fact sheet

GBP fund fact sheet

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NFB Eastern Cape