Laurence Paul Balanced Fund

A very dynamic fund that aims to give investors the benefits of both fixed income and equities, by taking positions  in both asset classes.

                                                                                      Asset Allocation

Fixed Income Securities                                           20%

Equities                                                                        50%

Cash and Cash Equivalents                                     30%

 

Objective & Investment Policy - Capital preservation with  medium income.

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