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: Q1 2022 cumulative 12 month return is 29.7% and 24 months cumulative return is 59.7%.

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

Download: (i) Key Fact Sheets (ii) Account Opening Form (iii) Terms and Conditions