ECR INVESTMENTS

Investment Management

We offer the full spectrum of investment strategies and solutions authorized by the Securities and Exchange Commission of Zambia. These consist of three sub-funds; balanced fund, equity fund, and income fund. Our investment portfolio currently comprises of Fixed income securities, commercial papers and Listed Shares on the Lusaka Securities Exchange (LuSE ).

equity fund

Equity Fund

In September 2009 ECR Plc launched a second sub fund under the UNIT TRUST called the ECRUT Equity fund which purely invests in listed shares on Lusaka Securities Exchange. An equity fund is a mutual fund that invests principally in stocks. It can be actively or passively (index fund) managed. Equity funds are also known as stock funds.

balanced fund

Balanced Fund

Our investment portfolio currently comprise of Fixed income securities, commercial papers and Listed Shares on the Lusaka Securities Exchange (LuSE). A balanced fund is a mutual fund that contains a stock component, a bond component, and sometimes a money market component in a single portfolio. Generally, these funds stick to a relatively fixed mix of stocks and bonds.

investment

Income Fund

In 2010 the Income Fund was launched and it invests primarily in fixed income securities and term deposits. Income funds are mutual funds or ETFs that prioritize current income, often in the form of interest or dividend paying investments. Income funds may invest in bonds or other fixed-income securities as well as preferred shares and dividend stocks.

ZICA Property Fund

ECR also manages an ECRUT ZICA Property Fund which is a member based investment scheme that targets the Accountant professionals who are members of ZICA for purposes of investing into an office park building. The FUND aims to achieve long-term capital growth of
its assets by investing not more than 80% of its resources directly in quality real estate (land and/or properties) in strategic locations across Zambia.