INTRODUCTION

African Life Financial Services Zambia Limited is a leading and pioneering Zambian financial services provider. We are a licensed Investment Management firm, serving multiple institutional clients, and we also manage the Mpile Umbrella Unit Trust Collective Investment Scheme. We presently manage the largest pool of pension fund assets outside of the National Pension Scheme Authority and we are regulated by the Pensions and Insurance Authority, as well as the Securities and Exchange Commission of Zambia. Since inception, we have achieved a compound annual growth rate of over 40% in our assets under management.

As investment managers we have competencies across the major asset classes; Equity (including offshore), Property, Fixed Income and Bonds (including offshore). Though we have traditionally been specialists at managing balanced mandates, through our Mpile Unit Trust, we are able to achieve clients seeking exposure to specific asset classes; be it Money Markets, High Yield Bonds, Local Equities, Offshore Equities or Property. We leverage more than 20 years as Zambia’s leading investment management firm to serve those clients who seek to maximize returns in a chosen asset class. Alternatively, non pension fund clients seeking to maximize their returns but under the auspices of a balanced mandate (across all asset classes) can be well served by the Mpile Balanced Fund.

INVESTMENT STRATEGY

WE A FULL FUNDAMENTAL APPROCH TO INVESTING THROUGH

  • > Macro analysis of the investment environment
  • > Industry and corporate reviews
  • > Monetary and fiscal policy reviews
  • > Adopt a medium-long term view

WE COMPREHENSIVELY MANAGE RISK THROUGH

  • > Macro analysis of the investment environment
  • > Industry and corporate reviews
  • > Monetary and fiscal policy reviews
  • > Adopt a medium-long term view