Unit Trusts

Providing the best return on investment.

Unit Trusts

A unit trust is a pool of funds from different investors that is used to buy a large portfolio of assets. Smartvest offers one, all equity unit trust fund that invests on the stock market, two money market funds and a balanced fund that invests both on the stock and money markets. These investments have different pre-set objectives and risk tolerance levels pre-designed to suit the different investor profiles and circumstances. To further enhance the security of investments, an independent entity, Stanbic Custodial Services are the third-party trustees and custodians to these funds. The four unit trusts funds are as follows

This is a taxable money market fund whose assets are limited to money market instruments. Such instruments usually comprise Bankers Acceptances, Government and Corporate Bonds, Commercial Paper and Call Money.

The Smartvest High Income Fund provides an innovative investment designed to delivering high attractive returns.  The fund achieves this by investing in short term secured money market instruments backed by quality loan portfolios advanced to Small and Medium Enterprises sponsored by a microfinance institution. 

This is a mixed fund that invests in both the money and equity markets. The objective of the fund is to provide a steadier short-term performance with the objective of matching or beating inflation over the long-term. As such the equity portion of the fund gives it its growth aspect while the money market provides the stability.

This fund offers investors the opportunity to invest in a comprehensive range of shares, consisting mainly of blue chip counters, traded on the Zimbabwe Stock Exchange.

29
29
29
Years of experience
Smartvest Wealth Managers

Why Choose Us?

  • Reputable & experienced board
  • Strong historical performance
  • Strong Research Team
  • Multi-skilled & experienced team
  • Committed & stable workforce with shareholding
  • Independent asset manager
  • Good corporate governance
  • Use of custodians on FUM 
  • Professional Indemnity – Insurance Cover
FUNDBID PRICE (cents)OFFER PRICE (cents)
Smartvest High Income Fund1.181.18 (20%p.a)
Wealth Fund205.83208.19
Growth & Stability Fund134.63136.18
Wealth Fund (USD)17.3817.58
Date: 1 September 2025

Contact us for all your Unit Trust needs