Institutional Investors
Corporate Organizations as well as Non-Governmental Organizations can contact us for Gratuity Fund Management services. Our Investment expertise carters across a range of different asset classes and we aim to reward all of our investors. As a business, our investment approach taps into strong fundamentals of asset and investment choices. We are a team of Investment Professionals offering investment services that cut across a wide range of investment classes.
| What should you use this Unit Trust for? |
For Corporate organizations seeking to managing their employee gratuities and avoid the stress of cash flow management when gratuity obligations fall due. |
| What does this unit trust invest in? | Invests in regulated Zambian market shorter and longer dated fixed income and money market instruments and has a maximum weighted duration of 180 days. |
| Minimum recommended Investment Period. | None. |
| Management Fees | 2.88% per annum |
Do you have portfolios that you seek investment expertise to manage with agreed investment returns? Contact us for a detailed investment chat and our investment advisors will be more than happy to run you through how you can structure your portfolio to derive optimal returns.
- ABC Unit Trust Brochure (PDF: 1Mb)
- Unit Prices (April – July 2020) (XLSX: 78kb)
- ABC Unit Trust 2019 Annual Report (PDF: 24,6 Mb)