In line with regulation our stock concentration relative to total Equity Fund will not exceed 75%, while we invest 25% of the portfolio in money markets for liquidity management. This gives our investors a competitive advantage when in need of liquidity.
At the moment the fund has no offshore equity exposure.
What can you use this Fund for?
- Appropriate for investors seeking long term capital growth by investing in a portfolio of actively managed listed equities.
- The fund is actively managed using proven investment procedures crafted and perfected over time by our investment proffesionals.
- Cost effective stock market investment options for beginners
- Risk-adjusted returns for those seeking to invest on the Lusaka Securities Exchange (LuSE)
Fund Benchmark: Lusaka Securities All Share Index (LASI)