Key Fact Sheets

This Fund offers preservation of US Dollar denominated capital and accessibility over the very short term by generating sound level of income higher than returns in a US Dollar bank account.   To download PDF please click here

This 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.   Download the PDF   

This Fund offers steady long-term investment returns and is ideal for investors seeking growth over the short to medium term. It balances Capital growth, income generation and investment risks. Click here to download PDF

This is our flagship unit trust and most stable unit trust, offering preservation and accessibility over the very short term. The portfolio aims at generating a sound level of income and achieve higher returns than a bank savings deposit. Further, this fund aims at providing investors with money market income insulated from inflation. To download...