Jargon Simplified

Understand financial and technical terms in the simplest way

Application Amount for Fresh Subscription

This is the minimum investment amount for a new investor in a Unit Trust scheme.

Average Maturity
Asset Allocation
Addendums and Notices
Arbitrage
Asset Under Management (AUM)
Blue-Chip Stocks
Bear Market
Basis Point
Balance Sheet
Balanced Funds
Beta
Benchmark
Credit Quality
Consolidated Account Statement (CAS)
Compounded Annualized Growth Rate (CAGR)
Coupon Rate
Dividends
Discount
Diversification
Derivative
Debenture
Redemption Fee
Purchase Fee
Ex-Dividend Date
Equities
Fund Manager
Growth Funds
Gilt Funds
Holdings
Index Fund
Institutional Investors
Jensen's Alpha
Know Your Client
Liabilities
Modified Duration
Minimum Additional Amount
Net Asset Value
Nature of Scheme
Net Worth
Open-End Fund
Price-To-Earnings Ratio (P/E)
Premium
Preferred Stock
Portfolio
Rating Profile
Record Date
R-squared
Sector Fund
Sharpe Ratio
Standard Deviation
Systematic Investment Plan (SIP)
Systematic withdrawal plan (SWP)
Systematic transfer plan (STP)
Trustee
VTracking Error
Trigger Facility
Treynor Ratio
Total Expense Ratio (TER)
Underwriter
Volatility
Yield to Maturity
Zero-Coupon Bond

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