Unit Trusts

Learn how to read a unit trust fund fact sheet, including objectives, asset allocation, performance, fees, risk, liquidity and minimum investment.

Learn how to compare unit trusts in Zambia using fund objectives, underlying investments, fees, performance, liquidity, risk and fund-manager information.

A practical guide to how unit trusts in Zambia work, including fund types, risks, fees, withdrawals, provider verification and a 10-point comparison checklist.