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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
Minimum monthly standing order – K500
Key Fact Sheet
Invest now
Minimum monthly standing order – K500
Key Fact Sheet
Invest now
Minimum monthly standing order – US $50
Key Fact Sheet
Invest now
Minimum monthly standing order – K2000
Key Fact Sheet
Invest now
Minimum monthly standing order – K500,000
Key Fact Sheet
Invest now
Key Fact Sheet
Invest now
Key Fact Sheet
Invest now
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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