OUR CORE FUNDS

Our fund range focuses on the needs of our investors, providing sufficient choice without complexity.

Income Funds

An income fund focuses on providing investors with a consistent income stream from a portfolio of investments. As an investor you may choose to have a component of capital growth whilst collecting a regular income

Stable Growth

We believe every investor is unique. Some may prefer capital growth and stability of investment returns as an important goal over the given investment period.

Growth Funds

A growth fund is a diversified portfolio of listed stocks that has capital appreciation as its primary goal, with little or no dividend payouts. The portfolio mainly consists of companies with above-average growth that reinvest their earnings into expansion,

Retirement Funds

It is often said that, the best time to think about retirement is before your employer ask you to! By investing in our retirement fund you secure for yourself a financial future. The ABC Retirement Fund secures high income and capital growth over the medium to long term

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Unit Trusts

Unit Trusts pool money and using experienced investment managers, invests in shares, bonds, money market instruments and other investments. The pool is then divided into equal portions called units. Each unit has a price or Net Asset Value (NAV) based on the value of all the assets held in the fund. Your units increase in value as the fund’s overall performance improves. You can use Unit Trusts for short, medium and long term term investment goals.

From K500 a month you can enjoy access to a wide range of funds with competitive returns, unit trusts have inbuilt flexibility for you to manage your portfolio in line with your investment goals. Invest in one or more of our unit trusts today, and start saving towards your financial goals and watch your money grow!

OUR SERVICES

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ABC ZMW HIGH YIELD FUND

WHO IS THE FUND FOR?
The ABC Unit Trust ZMW High Yield Fund targets high value clients who are
chasing bond yields. It is suitable for most high value clients that want to have
an actively managed portfolio that seek to mimic the performance of the bond

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ABC BALANCED FUND

WHO IS THE FUND FOR?

The ABC Unit Trust Balanced Fund is suitable for investors who seek steady
long-term investment returns over the medium to long term. It balances capital
growth, income generation and investment risks

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ABC EQUITY FUND

WHO IS THE FUND FOR?
The ABC Unit Trust Equity Fund offers investors with competitive and
sustainable risk adjusted returns over the medium to long term by investing
in Lusaka Securities Exchange (LuSE) listed equities.

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ABC USD FUND

WHO IS THE FUND FOR?

The ABC Unit Trust USD Fund targets individuals that seek to invest in US Dollar
denominated securities. Therefore, the Fund helps you invest your money with
competitive rates of return above ordinary US Dollar Bank deposits.

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ABC GRATUITY FUND

WHO IS THE FUND FOR?
The ABC Unit Trust Gratuity Fund targets gratuity schemes or group savings. Corporate organizations as well as non-governmental organizations that have employees on contract will do well to utilize this fund.

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ABC RETIREMENT FUND

About the Retirement Fund: It is often said that, the best time to think about retirement is before your employer ask you to! By investing in our retirement fund you secure for yourself a financial future. The ABC Retirement Fund secures high income growth over the medium to long term and this equips you to manage the time you will spend away from your current employer.

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