Through its unit trusts, the company offers well-structured investment funds to suit individual and institutional investors’ needs. The funds under management are as follows:
This fund seeks to provide a balance between income and capital growth, at an above average level of risk. The fund is intended generally for medium to long-term investors. It is suitable for:
- personal retirement funds,
- pension funds,
- accumulating capital for school fees, and
- ther medium to long-term financial objectives.
It’s underlying assets are money market instruments, quoted equities and bonds but it is important to note that the portfolio mix will vary from time to time depending on the macro-economic environment. The Prosperity Fund is offered at zero spread, that is, there are no upfront fees on this fund.
This fund invests in companies with a strong profitability track record and whose performance is stable over time. This fund is a specialist equity fund, investing in quality shares only in the largest and most liquid blue chip companies over time. The fund is designed for investors who require a quality investment and steady capital growth over an investment time horizon of between three and five years, together with a reasonable income stream comprising interest and dividends.
This is a medium risk fund with diversified investment in shares across all sectors of the Zimbabwe Stock Exchange. The aim is to provide the investor with longer term capital growth, maximum returns whilst maintaining a reduced risk profile. The portfolio is heavily biased towards tracking/mirroring the composite ZSE industrials and mining indexes. Tracker funds have gained worldwide popularity simply because the funds have produced outstanding returns, outperforming other funds in any economic environment.
This is a purely money market fund, providing a reasonable, stable and low risk environment, paying an above average monthly income. This fund is ideal for those wishing to receive a stable income from their investment, as opposed to achieving capital growth. Its underlying assets are high yielding fixed income instruments, namely treasury bills, short-term government stocks, bankers’ acceptances, certificates of deposits, commercial, derivatives and other interest bearing liquid assets.