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Balanced Fund

About the Balanced Fund: This is our growth fund. It offers steady long term investment returns and is ideal for investors seeking to grow their investments over the medium to long term. It balances Capital growth, income generation and investment risks.

The portfolio aims at achieving a high level of fixed and periodic income over a longer period, by investing in Fixed Income securities such as GRZ Bonds, Treasury Bills, Corporate Bonds and money market placements such as Fixed Term Bank Deposits. The Fund aims at giving investors regular income over their investment period.

Investment philosophy: The main performance objective is investing in longer dated fixed income instruments. The fund invests principally in GRZ Bonds, Treasury Bills, Listed Corporate Bonds and 364 bank deposits.

What can you use this Fund for?

  • Provides Capital growth over a long period of time.
  • Suitable for investors seeking to invest for their future and that of their children.
  • Suitable for investors with planned medium to long term expenses i.e education, house purchase, motor vehicle purchase, holiday seekers etc
  • Suitable to get regular competitive returns
  • Ideal for group savings and retirement planning

Very suitable for planned expenditures over the medium to long term.

Fund Performance:

Q1 2022 cumulative 12 month return is 23% while the cumulative 24 months average return is 52%. Number of positive months have been 227/227 representing 100%.

| Year Fund Launched: 2003     | Switching Option: Yes | Distribution of Income: No. The Fund does not have any periodic redistribution of income | Holding Period: 3 Months

Download: (i) Key Fact Sheets (ii) Account Opening Form (iii) Terms and Conditions

Risk Category

The fund is rated low risk and stable.


The Fund has delivered sustained positive returns to investors beating its benchmark index of the 180 days T-bill.

Investor Profiles

This fund targets both Retail and Institutional clients.

Investment Philosophy

Invests in longer dated fixed income instruments.
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Post box 37107, Lusaka, Zambia
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