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ZMW High Yield Fund

About the ZMW High Yield Fund: This is our recently launched fund that targets high value clients chasing government bond yields.  This fund is quite restrictive in redemptions with only one allowable redemption in a year. It is therefore suitable for most high value clients that want to have an actively managed portfolio that seek to mimic the performance of the bond market. It provides investors with a much more predictable returns over their investment period. It allows investors to assess annually their investment goals and reset their goals whenever appropriate.

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

What can you use this Fund for?

  • Ideal vehicle for medium to long term planning.
  • Provides a high prediction on returns as funds invested are sticky over the short to medium term.
  • Ideal for high value clients with multiples of K500,000 and above and who seek an active fund manager.

Fund Performance: Current cumulative 12 month return is 22% Number of positive months have been 18/18 representing 100%.

Year Fund Launched: 2019 | Switching Option: Yes   | Distribution of Income: No  |Holding Period: 12 Months

Download: (i) Key Fact Sheets (ii) Account Opening Form

Risk Category

The fund is rated low risk and stable.

Consistency

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.
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