- Licensed Dealer — Securities and Exchange Commission (Cap 354)
Several fund portfolios for investors to choose from, depending on their individual risk profile and investment objectives.
This fund is invested in a range of fixed income and debt securities including bonds and treasury bills, certificates of deposit and bank deposits. Formerly called the Laurence Paul Money Market Fund.
Investments are made primarily in shares and other equity instruments. The fund aims to earn a higher rate of return than the average of the Zambian equity market without higher risk of loss.
A very dynamic fund that aims to give investors the benefits of both fixed income securities and equities, by taking positions in both asset classes.
The Prime funds follow the same strategies as their retail counterparts, but require higher minimum amounts of deposit.
Investments are made into similar securities as the Laurence Paul Income Fund, but the fund requires higher amounts of deposit.
Investments are made into similar securities as the Laurence Paul Equity Fund, but the fund requires higher amounts of deposit.
Investments are made into similar securities as the Laurence Paul Balanced Fund, but the fund requires higher amounts of deposit.
An ideal vehicle for both retail and institutional investors wishing to have the benefits of worldwide markets within easy reach. It is also an excellent way to hedge against local uncertainty and share market volatility.
It is designed as a fund of funds that takes positions in selected fixed income 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.
The Zambian property market has provided investors with a means of accessing both capital preservation and appreciation in the long term, as well as regular income.
The fact that our country continues to have a deficit of commercial, industrial and residential infrastructure means that the property sector has a lot of potential for investors.
Details of the specific types of investments made by each of the funds are found in the Laurence Paul Unit Trust Investment Policy Statement, along with information on security and risk policies. The value of units can fall as well as rise and past performance is not a guide to future returns. Ask us for the Investment Policy Statement before you commit capital.
Tell us your objective and time horizon and we will recommend the fund or blend of funds that fits.
