About the Equity Fund: 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. By investing in this fund an investor spreads his investment across the different counters that the Fund Manager has picked in the portfolio. Thus investing in our Equity Fund provides cost efficiencies and allows you to balance the risks of your investment. The ABC Equity fund is medium to long term, which allows investors to benefit from both share price gains and regular dividend payouts.
Investment philosophy: This Fund is actively managed and invests only in LuSE-listed equities. Our investment team applies a bottom up stock picking approach. This is usually driven by strong conviction ideas and attractive relative valuations done on an going basis. Further, we give consideration to such factors as market capitalization and liquidity when constructing the portfolio.