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Equity Fund

 

Equity Fund - If you are seeking to grow your wealth

This is a medium to high-risk investment. The risk factor is minimized through the diverse spread of selected equities. Selection is based on a scale about 12-20 value securities on the (ZSE) stock exchange. Thus a fall in value of some shares should be cushioned by a rise in others. The general equity fund will provide investors with capital growth in the long term.
There is an initial charge of 5%. Distribution of income is semi-annually, in March and September. Beside these distributions one also tends to gain or lose through unit price fluctuations (the risk element inherent in this fund). The price per unit secured at fund entry represents the units purchased and the price movements represent the capital appreciation or loss.

Target Market
The risk tolerant
Medium to Long-term investors:
Customers who appreciate equities as a vehicle for capital appreciation
Funds for long term needs e.g. university education in 3-5years times
Incentive Remuneration and supplemental pension Scheme for small organizations
Remember, world wide, Equities have the best chance to beat inflation in the long term

 

 


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