Financial Downloads

GRZ Bond Auction Results – 13 February 2026 (Tender 02/2026/BA) 0.00 KB 0 downloads

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GRZ Bond Auction Results – 23 January 2026 (Tender 01/2026/BA) 0.00 KB 0 downloads

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GRZ Bond Auction Results – 19 December 2025 (Tender 12/2025/BA) 0.00 KB 0 downloads

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Unit Trust Comparison Tool (Excel) 14.63 KB 2 downloads

Choosing between unit trust funds often comes down to two things people underweight:...

Withdrawal & Income Tracker (Excel) 16.78 KB 1 downloads

The "Harvest" stage of IPA's PATH Investing Framework™ is about realising the...

Portfolio Snapshot Tracker (Excel) 15.47 KB 1 downloads

Once your money is invested, the "Track" stage of IPA's PATH Investing Framework™...

Essential Financial Ratios for Evaluating a Share (Excel) 15.88 KB 1 downloads

Before you buy a share on the Lusaka Securities Exchange (or any exchange), a handful...

Risk Profiling Tool for Zambian Investors (Excel) 17.11 KB 6 downloads

Most risk questionnaires are built for low, stable, developed-market inflation. Zambia's...

Pay-Yourself-First Budgeting Tool (Excel) 19.37 KB 4 downloads

Most budgets work backwards: spend first, save whatever is left — which is...

Fund Managers Unit Trust Assessment Toolkit (Excel) 12.00 KB 0 downloads

This Fund Managers Unit Trust Assessment Toolkit (Excel) helps you evaluate and compare...

Unit Trust Analysis Guide Zambia Ebook 370.88 KB 291 downloads

Learn investing in unit trusts in Zambia with a practical step-by-step guide. Compare...

Zambia Government Bond Calculator (GRZ Bond Price & Settlement) 262.17 KB 195 downloads

New to government bonds? Join our free live Investing Basics class, where we explain...