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PRODUCTS

We offer investment management services to both retail and corporate clients. We have over 30 years of investment management experience in the business.

Unit Trust Investments

We offer a wide range of Unit Trusts

  1. Money Market Fund – Our flagship unit trust and most stable unit trust, offering preservation and accessibility over the very short term. Aims to generate a sound level of income and achieve higher returns than a bank account.

Minimum monthly standing order – K500

Key Fact Sheet

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  1. Balanced Fund – This unit trust offers steady long term investment returns. It balances capital growth, income preservation and investment risks.

Minimum monthly standing order – K500

Key Fact Sheet

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  1. US Dollar Fund – This unit trust 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.

Minimum monthly standing order – US $50

Key Fact Sheet

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  1. Equity Fund – This Fund provides investors with competitive and sustainable risk adjusted returns over the medium to long term by investing in the Lusaka Securities Exchange (LuSE) listed equities.

Minimum monthly standing order – K2000

Key Fact Sheet

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  1. ZMW High Yield Fund – This Fund seeks to mirror the 365 day T-Bill or the long term bond yield curve by locking in funds in long term buckets whilst limiting redemptions to only once every 12 months.

Minimum monthly standing order – K500,000

Key Fact Sheet

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  1. USD High Yield Fund – This Fund seeks to mirror the 364 Libor Rate + 250 basis points. Minimum monthly standing order – US $50,000

Key Fact Sheet

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  1. Gratuity Fund – This Fund provides corporate organisations seeking to manage their employee gratuities and avoid the stress of cash flow management when gratuity obligations fall due.

Key Fact Sheet

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Start a basic Unit Trust Investment

Starting a basic Unit Trust is easy. All you require is to set aside a regular K500 per month and choose from our wide range of unit trust to allow you to meet your objectives. Whenever, you are ready to start a basic unit trust ensure it is aligned to your goals and objectives. Please consult any of our client portfolio managers via investmentszm@bancabc.com . Or simply view each key fact sheets to obtain more insights on a particular unit trust that you seek to invest in.

You can download the application form here.

Saving for Education?

Want to save for your child’s education or your own university costs? Think no further! By choosing among the various unit trust options we have you will be able to meet your objectives easily and cost effectively. Please review which one of these unit trust serves your educational goals. Alternatively, book an appointment with one of our client portfolio managers to get more insights.

Ensure your Unit Trust Aligns to your objectives

 

Retirement Planning

Planning for retirement can be a serious task that brings a lot of sobering moments of truth. However, the worst that can happen is retiring when you are financially not ready and do not know what is up ahead. As investment managers we are dedicated to help in financial planning and assist individuals to plan for a secure financial future. Please book an appointment with any of our client portfolio managers that will assist run you through the required retirement plans and secure your financial wellbeing.

Gratuity Fund Management Services

For Corporate Organisations that have employees on gratuity, we have dedicated options to manage their gratuity schemes or group savings. As fund managers we are fully alive to the fact that money today is worth much more than that tomorrow if not well invested. Rather erode the real value of your money over the passage of time we help translate your money into real growth and secure your employees wellbeing as well as any of the group savings schemes that you may belong to. Please contact our team for an appointment and we will gladly assist you make the most of your investment goals.

Unit Prices and Performance Reports

Unit Trust Current Price Sept Monthend Price 3 Months Cumulative return (Annualised) 6 Months Cumulative return (Annualised) 12 Months Cumulative return 2 Year Average return
Money Market Fund            
Balanced Fund            
USD Fund            
Gratuity Fund            
ZMW High Yield Fund            
USD High Yield Fund            
Equity Fund            
Gratuity Fund            
Retirement Fund            

 

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ABC Unit Trust Head Office
Pioneers of Unit Trusts in Zambia.
Corner of Nasser/Church Roads,
Post box 37107, Lusaka, Zambia
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