General Equity Fund

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General Equity Fund

The First Mutual Wealth balanced fund aims to build wealth within a moderate risk investment. The fund offers the opportunity for both capital growth and income maximisation.  The fund invests in listed equities, bonds and money market instruments.  Income is earned from interest on bond and money market instruments as well and dividends declared on equities held.  Returns are likely to be less volatile than those of an equity only fund.  The asset classes that the funds is invested into includes equities, bonds and money market instruments.

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The First Mutual Wealth equity fund seeks to provide capital growth over the medium to long term.  The fund invests 100% in equities on the Zimbabwe Stock Exchange.  The equities selected for this fund are those which First Mutual Wealth management believe will outperform the market in the medium to long term backed by strong research activities into the operations of those particular companies

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The balanced fund is suitable for investors with a moderate risk tolerance level and are willing to adopt a medium term investment horizon.

Minimum investment is $200.00 with minimum top up amounts of $20.00 thereafter.  Unit values will increase or drop in line with changes in the equity counters prices

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