Our flagship funds are the Gold Coin Unit Trust, Segregated High Income Fund and Segregated Equity Fund.
Gold Coin Unit Trust
In July 2022, the Reserve Bank of Zimbabwe issued Mosi-Oa-Tunya Gold Coins to, among other reasons, promote a savings culture in Zimbabwe. The Bard Santner Gold Coin Unit Trust enables Zimbabweans to invest in an asset whose value is directly linked to the international gold price
offering investors a platform to save while preserving value.
Segregated High Income Fund
This is a low to medium risk USD fixed income fund, returning 16.5% per annum. It suits investors who want to receive stable income while ensuring that their investment retains value and can be accessed when the need arises.
Segregated Equity Fund
The aim of the fund is to preserve value of local currency denominated savings. The fund invests in Zimbabwe Stock Exchange listed blue-chip firms and a selection of other listed companies with strong cashflows and higher than average growth prospects. The benchmark return is the ZSE All Share Index.This is a medium risk fund and suits investors who want to see the value of their portfolios appreciating steadily in real terms over time.
Bard Santner’s Asset Management division stands at the forefront of delivering comprehensive financial solutions tailored to the unique needs and objectives of our clients. With a deep understanding of the complexities of the financial markets and a commitment to excellence, our team of seasoned professionals provides a wide range of asset management services designed to optimize returns and mitigate risks.
At Bard Santner, we recognize that each client has distinct financial goals and risk tolerances. Therefore, we take a personalized approach to asset management, working closely with clients to develop customized investment strategies that align with their long-term objectives. Our expert advisors leverage their extensive market knowledge and analytical skills to craft diversified portfolios that maximize returns while minimizing volatility.
Our asset management services extend beyond traditional investment management. We offer comprehensive financial planning and advisory services to help clients navigate complex financial decisions and achieve their broader wealth management goals. From retirement planning and tax optimization to estate planning and philanthropic giving, we provide holistic solutions tailored to each client’s unique circumstances.
Risk management is a cornerstone of our asset management philosophy. We employ rigorous risk assessment methodologies and sophisticated portfolio optimization techniques to protect our clients’ assets against market volatility and unforeseen events. By continuously monitoring market trends and adjusting portfolio allocations accordingly, we strive to preserve and grow our clients’ wealth over the long term.
Transparency and communication are central to our client-centric approach. We provide regular performance reports and conduct thorough portfolio reviews to keep clients informed about the progress of their investments. Our team is readily available to address any questions or concerns, offering personalized guidance and support every step of the way.
With Bard Santner’s asset management services, clients can have confidence knowing that their financial future is in capable hands. Whether you’re an individual investor looking to grow your wealth, a business seeking to optimize your corporate assets, or an institution in need of sophisticated investment solutions, we are committed to helping you achieve your financial objectives and secure a brighter tomorrow.
