Unit trusts
Tetrad Unit Trusts are an ideal investment vehicle for anyone from individuals to companies, trusts or syndicates, as they enable to investor structure a portfolio for the short, medium and long term. With varying options to suits investors’ risk profiles, the unit trusts offer good growth prospects with the added flexibility of investors being able to switch at any time from one fund to another. Tetrad Unit Trusts are registered and licensed under the Collective Investment Schemes Act 1997 and the operations are governed by that Act and the Regulations.

Equity Funds are a medium to long term investment, which means that the investment is protected from the effects of possible short term fluctuations of share prices on the ZSE as the funds are valued each day to determine the unit price.

Jupiter Fund is a medium/ low risk option which invests in a balanced and diversified portfolio of shares listed on the ZSE in addition to interest bearing money market instruments so as to reduce risk. The Fund is able to achieve a spread of shares that would be difficult for an individual investor to emulate. The objective of this fund is to generate a return in excess of inflation whilst preserving the investors’ capital by offering Unit Holders sustained medium to long term growth in both income and capital values with an acceptable risk profile. To redeem their units, investors are required to give 7 days notice period.

Venus Fund is a medium risk investment with more speculation on the equity market. This fund invests in those listed companies that are undervalued, or more importantly, have the potential for recovery and prospects for growth. The Fund aims to take advantage of opportunities in changing market conditions, thereby increasing growth potential over a long term period and generate a higher return as a reward for the higher risk. As in the Jupiter fund; the notice period for redemption of units is 7 days.

The Capricorn Fund is a medium/low risk investment which invests in a broad range of equities quoted on the Zimbabwe Stock Exchange in addition to a small property portfolio that represents 25% of the total value of the fund. The asset mix provides a hedge against price volatility and represents a sound medium to long term investment. It also offers flexibility in that you can add to your investment and you are also able to redeem units on giving 21 days notice.

Benefits of investing in the equity funds:
¸ Low account opening balance of - USD100 for Jupiter and Venus; and USD500 for Capricorn
¸ Varied investment strategies to suit most risk profiles
¸ No upfront fees.
¸ Short withdrawal notice periods
¸ Sustained long-term growth in capital and income

Money Market Fund
For the more risk averse investors, Tetrad offers a minimal risk investment which invests purely in money market assets known as the Gross Income Fund (GIF). This fund enables investors’ to participate in a money market investment that will yield a competitive monthly return with minimal capital risk. This product suits those investors who require a definite monthly income and minimal risk to capital.

Benefits of investing in the money market funds:
¸ Low minimum investment threshold of USD100
¸ No up-front fees
¸ Secure investment
¸ Optimum investment returns
¸ Short withdrawal notice period – 7 days
¸ Flexibility to invest additional funds on a regular basis to enhance capital growth
¸ A competitive monthly return with minimal risk to capital

Top-ups to all existing unit trust investments are set at a minimum of USD50 which is also the minimum withdrawal allowed. No upfront fees are charged and management fees are 5% per annum inclusive of Trustee fees. Proceeds from unit sales can be transferred directly to your bank account.

ACCOUNT OPENING REQUIREMENTS
Individuals:
Competed mandate form
Copy of national ID/driver’s license or passport
Proof of residence
Completed mandate form
Corporates:
Copy of CR14
Copy of directors’ Ids

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