First Capital (FC) Liquidity Plus Fund (The Fund) is an actively managed fixed income fund targeting attractive returns in excess of cash/deposit interest rates. The FCLPF is an open-ended Unit Trust Fund constituted in terms of Namibian laws, and invests in short to medium term debt instruments.
The fund is actively managed within transparent guidelines and offer security of capital, liquidity and competitive sector related returns.Our unit trusts are highly regulated by NAMFISA and investors can be confident that, while they are subject to investment risks, they are not likely to be victims of fraud or embezzlement .
First Capital Treasury Solutions (Pty) Ltd (FCTS) has beenappointed as the Fund Manager. FCTS is a licenced financialservices provider established in 2009 .
The primary investment objective of the Fund is to provide its unit holders competitive returns from a portfolio of low risk, short duration assets while maintaining high liquidity.
Who Can Invest?
The Fund is suitable for investors who:
• are conservative in nature and are temperament towards risk-reward trade-off;
• have a short-term investment horizon of less than 1 to 3 years; and
• wish to temporarily liquidate or reduce exposure in equities.
The Fund is ideal for investors such as Pension Funds, Corporates, Insurance companies, Charities, Public Sector, Individuals, and other Professional investors with cash on their balance sheets.
Investors can start by investing a small (Minimum) amount which can be a lumpsum or optional monthly contribution listed below:
• Individuals N$500.00
• InstitutionsN$10 000.00
• Scheduled/Monthly N$250.00
Your investments are 100% liquid and you may access them at any time. If you action a sell, the money will be deposited into your bank account within two working days. No fees are charged on withdrawals.
Low to Moderate risk with capital is preservation
Application Form | Brochure