Segregated Equity Fund
The Bard Santner Investors Segregated Equity Fund seeks to preserve and enhance the long-term value of local currency denominated savings by investing in a defined mix of securities listed on the Zimbabwe Stock Exchange.
Fund currency | Zimbabwe Gold |
Mandate | Zimbabwe Stock Exchange listed equities |
Risk | Medium |
Liquidity | 1 year + |
Domicile | Zimbabwe |
Legal structure | SECZIM regulated |
Is the return fixed or variable?
The return is variable and target return is CPI + 5%.
How long should I invest?
You should invest for at least a year
How are funds invested?
In a mix of blue chip, emerging blue chip and speculative counters
What is the cost of investing in the Segregated Equity Fund?
Our management fees are 0.5% and set up fees are 0.5%
What is the redemption notice period?
14 days
The requirements are: