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Retirement Fund

About the Retirement Fund: It is often said that, the best time to think about retirement is before your employer ask you to! By investing in our retirement fund you secure for yourself a financial future. The ABC Retirement Fund secures high income growth over the medium to long term and this equips you to manage the time you will spend away from your current employer.

The Fund has a minimum holding period of 5 years.

Investment philosophy: The fund invests in selected short and long term money markets, treasury bills and government bonds.

What can you use this Fund for?

Ideal vehicle for medium to long term financial planning.
Very flexible and planning is in line with an individual financial budget and aspiration.

Year Fund Launched: 2020 | Switching Option: No   | Distribution of Income: No  | Holding Period: 5 Years

Download: Account Opening Form (ii) Terms and Conditions


Risk Category

The fund is rated low risk and has a lot of stability.


The Fund has delivered positive returns benchmarked on the bond yield curve.

Investor Profiles

This fund targets both Retail, Group Savings and Institutions.

Investment Philosophy

Invests in money market, treasury bill as well as government bonds.
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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ABC Unit TrustHead Office
Pioneers of Unit Trusts in Zambia.
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Pioneers of Unit Trusts in Zambia
Pioneers of Unit Trusts in Zambia

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