At Zimnat Asset Management, we provide investment, management, and advisory services through Unit Trusts and Wealth Management to everyone, including small-scale investors. Our team of experts is dedicated to delivering a personalized investment solution to help grow and preserve your wealth for current and future generations.
We understand that everyone’s investment needs are unique, which is why we work with you to identify your goals and tailor a solution to meet them. Our proven track record of performance, coupled with our commitment to transparency and risk management, makes us a trusted partner for investors of all sizes.
We believe that everyone should have access to high-quality investment management services, not just high net worth individuals. That’s why we offer a range of investment solutions that are accessible and affordable to all. So whether you’re just starting your investment journey or looking to grow your portfolio, Zimnat Asset Management is here to help you achieve your financial goals.
Zimnat Asset Management is a reliable and trusted investment partner that offers a range of investment, management and advisory services to corporates, pension funds and individuals. Our mission is to work closely with our clients to understand their financial objectives and deliver attractive investment returns while managing risk and ensuring clients are always informed.
We take pride in being ranked as the second-best performing asset manager? over the last three years, based on cumulative returns. This achievement reflects our dedication to our clients and our commitment to delivering top-notch investment management services. At Zimnat Asset Management, we believe in empowering our clients to achieve their financial goals and realize their investment potential.
Zimnat Asset Management Company is a wholly owned subsidiary of Zimnat Life Assurance Company Limited, which was founded in 1946 as the insurance Company of Rhodesia Limited. Over the years, the Zimnat Insurance Group has diversified into a variety of industries, including hotels and fertilizer manufacturing, FMCG manufacturing, and insurance. The group’s success is a testament to its commitment to quality service and innovation.
ZAM was established in 1998 as an investment arm of the Zimnat Group. Initially, it was a department responsible for investing excess funds for Zimnat Life Assurance Company and Zimnat Lion Insurance Company. Later, it was registered as a separate legal entity to conduct the business of asset management, unit trusts, investment advisory and treasury. Since then, ZAM has evolved into a reputable asset management company, managing the investment portfolios of a significant number of pension funds, insurance companies and brokers, medical aid funds, small and large corporates and private individuals.
ZAM’s Unit Trusts and Fund Management business started in 2001 after receiving an operating license from the Registrar of Collective Investment Schemes. With years of experience and expertise, ZAM has established itself as a reliable partner in the asset management industry. We are dedicated to offering tailored solutions that meet our clients’ unique investment needs, including equity funds, fixed income funds, balanced funds, and property funds.
At Zimnat Asset Management, we believe in the power of partnerships. We work closely with our clients to understand their needs and provide personalized solutions that help them achieve their financial goals. Whether you are a corporate, pension fund or individual investor, our team of experts is here to help you navigate the complex world of investments and achieve financial success.
Innocent Chinyama
Tinashe Zihanzu
Ellistas Gapu
John Nyamapfene
We understand that making investment decisions in Zimbabwe can be complex and challenging, which is why we aim to simplify the process by providing you with the latest economic research reports, white papers and half-year updates.
Our investment insights are designed to provide you with a comprehensive understanding of the investment landscape, helping you make informed decisions and maximize your returns. Whether you are an experienced investor or just starting out, our insights are designed to help you navigate the ever-changing investment world.
At Zimnat Asset Management, we take great pride in providing our clients with exceptional service and guidance, and our Investment Insights section is just one of the many ways we strive to help you achieve your investment goals.
So, whether you are looking to stay up-to-date on the latest investment trends or seeking expert guidance on investment opportunities, we invite you to explore our Investment Insights section and discover how Zimnat Asset Management can help you achieve your investment objectives.
Personal
Private Wealth Management
Make your money work as hard as you do!
Zimnat presents an extensive array of investment products that cater to varying investor risk appetites and return preferences. Our personal financial solutions offer exclusive access to specialized investments and financial expertise, which are often reserved for esteemed corporations, financial institutions, and governments. At the onset of a new client engagement, we initiate a comprehensive discovery process, involving a detailed conversation to understand all factors that influence and define the client’s wealth.
This involves delving into the client’s short and long-term objectives, concerns, holdings structure, and their risk exposure and tolerance levels. Let’s chat today!
Our client’s dedicated team and wealth management specialists collaborate with them to create, execute, and monitor a tailored asset allocation strategy, ensuring their multi-faceted goals are met.
Unit Trusts
Investing in a Zimnat unit trust presents an opportunity to tap into the specialized knowledge of Zimbabwe’s premier investment managers. If you’re hard-pressed for time to navigate the market, building a unit trust portfolio is an excellent method to achieve dependable and stable performance while mitigating risks.
Our Unit Trusts consist of meticulously designed investment funds that cater to the distinct requirements of both individual and institutional investors. The funds under management include:
Prosperity fund
The Zimnat Prosperity Fund aims to strike a balance between generating income and capital growth while maintaining a risk level that exceeds the norm. The fund caters primarily to medium to long-term investors and is ideal for those seeking to accumulate capital for personal retirement funds, pension funds, school fees, and other medium to long-term financial objectives. Its underlying assets are money market instruments, quoted equities and bonds, and the portfolio composition may vary depending on the macro-economic climate. It’s important to note that the Prosperity Fund is offered at zero spread, meaning that there are no upfront fees associated with this investment.
General Equity Fund
The Zimnat General Equity Fund is a medium-risk investment that offers a diversified portfolio of shares across all sectors of the Zimbabwe Stock Exchange. The fund is designed to generate longer-term capital growth and maximum returns while minimizing the risk profile. The portfolio is focused on tracking the composite ZSE industrials and mining indexes, making it an excellent investment option. Tracker funds have become increasingly popular globally, as they have consistently produced outstanding returns, outperforming other funds in any economic environment.
Personal
Private Wealth Management
Make your money work as hard as you do!
Zimnat presents an extensive array of investment products that cater to varying investor risk appetites and return preferences. Our personal financial solutions offer exclusive access to specialized investments and financial expertise, which are often reserved for esteemed corporations, financial institutions, and governments. At the onset of a new client engagement, we initiate a comprehensive discovery process, involving a detailed conversation to understand all factors that influence and define the client’s wealth.
This involves delving into the client’s short and long-term objectives, concerns, holdings structure, and their risk exposure and tolerance levels. Let’s chat today!
Our client’s dedicated team and wealth management specialists collaborate with them to create, execute, and monitor a tailored asset allocation strategy, ensuring their multi-faceted goals are met.
Unit Trusts
Investing in a Zimnat unit trust presents an opportunity to tap into the specialized knowledge of Zimbabwe’s premier investment managers. If you’re hard-pressed for time to navigate the market, building a unit trust portfolio is an excellent method to achieve dependable and stable performance while mitigating risks.
Our Unit Trusts consist of meticulously designed investment funds that cater to the distinct requirements of both individual and institutional investors. The funds under management include:
Prosperity fund
The Zimnat Prosperity Fund aims to strike a balance between generating income and capital growth while maintaining a risk level that exceeds the norm. The fund caters primarily to medium to long-term investors and is ideal for those seeking to accumulate capital for personal retirement funds, pension funds, school fees, and other medium to long-term financial objectives. Its underlying assets are money market instruments, quoted equities and bonds, and the portfolio composition may vary depending on the macro-economic climate. It’s important to note that the Prosperity Fund is offered at zero spread, meaning that there are no upfront fees associated with this investment.
General Equity Fund
The Zimnat General Equity Fund is a medium-risk investment that offers a diversified portfolio of shares across all sectors of the Zimbabwe Stock Exchange. The fund is designed to generate longer-term capital growth and maximum returns while minimizing the risk profile. The portfolio is focused on tracking the composite ZSE industrials and mining indexes, making it an excellent investment option. Tracker funds have become increasingly popular globally, as they have consistently produced outstanding returns, outperforming other funds in any economic environment.
Institutional Investors
As an experienced investment manager, we understand the importance of delivering solutions that meet the objectives and risk appetites of our clients. Our range of products includes Fund Management and Business Unit Trusts, which are designed to provide consistent, long-term returns with a focus on capital preservation.
We work closely with our clients to develop customized investment strategies that align with their specific goals and objectives. Our team of investment professionals conducts thorough research and analysis to identify opportunities and make informed investment decisions, ensuring that our clients benefit from our expertise in the market.
At Zimnat Asset Management, we are committed to providing exceptional service to our institutional clients. We understand the importance of timely and accurate reporting, and we provide regular updates on portfolio performance to help our clients make informed decisions. Our goal is to deliver investment solutions that meet the unique needs of each of our institutional clients and help them achieve their financial objectives.
Fund Management
We offer discretionary investment management services for corporations, institutions, and pension funds. We work closely with each client to establish a specific investment strategy tailored to their unique needs and goals. Our institutional clients enjoy the benefits of professional and personalized investment management, a flexible investment strategy, a customized account structure, clear and comprehensive reporting, and fiduciary support. We manage investment accounts consisting of individually owned equity or fixed income securities, utilizing sophisticated analytical and trading tools to monitor and manage each account.
We provide our clients with a comprehensive portfolio appraisal every month and quarter, detailing the investments held, the performance achieved, and the results of the strategy implemented.
At Zimnat Asset Management, we are committed to providing our institutional clients with the best possible investment management services.
Unit Trusts
Zimnat offers a range of well-structured investment funds through its unit trusts to cater to the investment needs of both individual and institutional investors. These funds are expertly managed to provide clients with optimal returns while managing risks effectively. The funds under management include a variety of options to suit different investment goals and risk preferences.
Prosperity Fund
The Zimnat Prosperity Fund strives to achieve a balance between income and capital growth, while maintaining a level of risk that is above average. The fund is designed for medium to long-term investors and is suitable for a range of financial objectives, including personal retirement funds, pension funds, and accumulating capital for school fees. Its portfolio consists of money market instruments, quoted equities, and bonds, with the specific mix varying based on the macroeconomic climate. One notable feature of the Prosperity Fund is that it is offered at zero spread, meaning there are no upfront fees associated with investing in this fund.
Blue Chip Fund
The Zimnat Blue Chip Fund is a specialized equity fund that invests in the largest and most liquid blue-chip companies with a strong profitability track record and stable performance over time. It is an ideal investment for those seeking a quality investment and steady capital growth over a period of three to five years, with a reasonable income stream comprising interest and dividends. The fund invests exclusively in quality shares of blue-chip companies, making it a reliable and stable investment option.
General Equity Fund
The Zimnat General Equity Fund is designed to provide investors with longer-term capital growth and maximum returns, while maintaining a reduced risk profile. This medium risk fund offers a diversified investment in shares across all sectors of the Zimbabwe Stock Exchange, with a portfolio that is heavily biased towards tracking and mirroring the composite ZSE industrials and mining indexes. The fund’s strategy of tracking the indexes has gained worldwide popularity, as it has consistently produced outstanding returns, outperforming other funds in any economic environment.
Stable Income Fund
This fund offers a stable and low-risk environment for investors seeking a steady income stream, rather than capital growth. The Zimnat Stable Income Fund invests in high-yielding fixed income instruments such as treasury bills, short-term government stocks, bankers’ acceptances, certificates of deposits, commercial derivatives, and other interest-bearing liquid assets. This money market fund provides a reliable and above-average monthly income, making it an excellent choice for investors seeking stability in their portfolio.
Fund Management
We offer discretionary investment management services for corporations, institutions, and pension funds. We work closely with each client to establish a specific investment strategy tailored to their unique needs and goals. Our institutional clients enjoy the benefits of professional and personalized investment management, a flexible investment strategy, a customized account structure, clear and comprehensive reporting, and fiduciary support. We manage investment accounts consisting of individually owned equity or fixed income securities, utilizing sophisticated analytical and trading tools to monitor and manage each account.
We provide our clients with a comprehensive portfolio appraisal every month and quarter, detailing the investments held, the performance achieved, and the results of the strategy implemented.
At Zimnat Asset Management, we are committed to providing our institutional clients with the best possible investment management services.
Unit Trusts
Zimnat offers a range of well-structured investment funds through its unit trusts to cater to the investment needs of both individual and institutional investors. These funds are expertly managed to provide clients with optimal returns while managing risks effectively. The funds under management include a variety of options to suit different investment goals and risk preferences.
Prosperity Fund
The Zimnat Prosperity Fund strives to achieve a balance between income and capital growth, while maintaining a level of risk that is above average. The fund is designed for medium to long-term investors and is suitable for a range of financial objectives, including personal retirement funds, pension funds, and accumulating capital for school fees. Its portfolio consists of money market instruments, quoted equities, and bonds, with the specific mix varying based on the macroeconomic climate. One notable feature of the Prosperity Fund is that it is offered at zero spread, meaning there are no upfront fees associated with investing in this fund.
Blue Chip Fund
The Zimnat Blue Chip Fund is a specialized equity fund that invests in the largest and most liquid blue-chip companies with a strong profitability track record and stable performance over time. It is an ideal investment for those seeking a quality investment and steady capital growth over a period of three to five years, with a reasonable income stream comprising interest and dividends. The fund invests exclusively in quality shares of blue-chip companies, making it a reliable and stable investment option.
General Equity Fund
The Zimnat General Equity Fund is designed to provide investors with longer-term capital growth and maximum returns, while maintaining a reduced risk profile. This medium risk fund offers a diversified investment in shares across all sectors of the Zimbabwe Stock Exchange, with a portfolio that is heavily biased towards tracking and mirroring the composite ZSE industrials and mining indexes. The fund’s strategy of tracking the indexes has gained worldwide popularity, as it has consistently produced outstanding returns, outperforming other funds in any economic environment.
Stable Income Fund
This fund offers a stable and low-risk environment for investors seeking a steady income stream, rather than capital growth. The Zimnat Stable Income Fund invests in high-yielding fixed income instruments such as treasury bills, short-term government stocks, bankers’ acceptances, certificates of deposits, commercial derivatives, and other interest-bearing liquid assets. This money market fund provides a reliable and above-average monthly income, making it an excellent choice for investors seeking stability in their portfolio.
Contact Us
Head Office
159 Second Street Extension, Belgravia, Harare, Zimbabwe
Email: zam-admin@zam.co.zw
Mobile number: +263 772 161 846
Phone: +263 242882827/ +263 242883895
Whatsapp: +263 772 175 991