New Fund Offering

Laurence Paul Global Fund

An ideal vehicle for both retail and institutional invetors wishing to have the benefits of worldwide markets within easy reach. It is also an excellent way to hedge against local uncertainty and share markey volatility.

It is designed as a 'Fund of Funds' that takes positions in selected Fixed Income Funds and Equity Funds based in several financial centres around the globe. It also makes direct use of instruments such as index trackers and invests in government debt securities.

                                                                                      Asset Allocation

Fixed Income Securities                                           20%

Equities                                                                        50%

Cash and Cash Equivalents                                     30%

 

Objective & Investment Policy - Capital preservation with  medium income. Aims to improve investors with the opportunity for offshore diversitification through a global portfolio at no greater risk of loss. investments are made in international fixed income securities and equities.

Risk Tolerance - Conservative to moderate


Proven experience of over 10 years in fund management, over multiple market cycles, across asset classes and styles 


Professional investment relationships with leading Zambian business.


Wide network of branches, serving investors all around the country


Committed to being innovative and ethical while sharing information, creating awareness and simplifying investment decisions for investors