Find the right Unit Trust for you

Our ambitions and financial goals differ, so do the paths leading to them. Allow our seasoned Portfolio Managers to help guide you to your happily ever after.

Investing for a vacation
Investing for Financial Security
Investing for your child’s education
Investing for Business

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FROM AS LITTLE AS P200 YOU CAN START INVESTING

The BIFM Global Sustainable Growth Fund aims to provide capital growth by investing in global equities. The BIFM Global Sustainable Growth Fund incorporates significant ESG (Environment, Social and Governance) analysis into the Fund’s construction to identify companies that are capable of delivering long-term sustainable growth and value creation. This allows you, a global citizen, to grow your wealth, and through your investments, that positively impact the world.

The Global Sustainable Growth Fund is a:

  • Offshore Equity Fund
  • Open-ended Fund
  • 1 year lock-in period after which withdrawals are allowed, once a quarter
  • Minimum initial lump sum investment of P5, 000
  • Minimum additional investment of P1, 000
  • Minimum debit order of P1, 000
  • 2% annual management fee; and
  • It is most ideal for investors with an appetite for high risk and tolerance for periods of high volatility who wish to generate capital growth over the long-term.
  • The BIFM Letlotlo Education Fund is designed to help parents plan for their children’s future education at their own pace and their own affordability. This Fund allows you the flexibility to decide when, how much, and how often to put money away for your child's education, and for how long. With the BIFM Letlotlo Education Fund, you can create opportunities for your child that will set them on the right path to realising their dreams

    Fund Facts:

  • Open-ended fund of unlimited duration;
  • 7-Year Lock-in period after which withdrawals will be allowed;
  • Moderately low-risk profile;
  • Minimum invest amount of P200 per month;
  • No initial fee
  • 1.5% annual management fee
  • The BIFM Ya Masa Junior Fund is designed to help parents teach their children about money, by taking small steps today that will make a big difference in the future. The Fund is an easily managed way to potentially build up a lump sum that could help turn your child’s plans and dreams into reality.

    Fund Facts:

  • Open ended fund of unlimited duration;
  • 7-Year Lock in period after which withdrawals will be allowed;
  • Moderately high-risk profile;
  • Minimum invest amount of P200 per month;
  • No initial fees;
  • 2% annual management fee
  • This Fund primarily invests in short term, low risk, money market securities such as call deposits, fixed deposits, corporate bonds and treasury bills.

  • Low Risk Fund
  • Capital preservation
  • Invests in Call and Fixed deposits, Treasury Bills and Corporate Bonds
  • The BIFM Pula Money Market Fund is most ideal for investors who seek to earn a competitive return while preserving their capital. The Fund also caters for risk averse investors, or those investing for short term goals, as capital invested is not exposed to market volatility
  • This is a great Fund to use as a(n):

  • Emergency Fund;
  • Holiday Fund;
  • Short term school fees fund; or for
  • Gratuity or Pension lump sum saving & preservation
  •  

    ​This is a multi-asset class Fund that invests in both local and offshore equities, bonds and money market instruments.

    The Balanced Prudential Fund is:

  • a Medium Risk Fund;
  • a Capital Growth Fund;
  • Invests in both local and offshore equities, bonds and money market instruments; and
  • is most ideal for investors who have a moderate risk appetite and seek to generate long-term capital growth.
  • This is a great Fund to use for:

  • Long term school fees;
  • Building up capital for a future business venture;
  • Saving for retirement (long-term); or
  • Long-term wealth creation
  • The investment objective of the BIFM Local Equity Fund is capital appreciation and income growth over the long term by investing in stocks primarily on the Botswana Stock Exchange (BSE), stocks and or equity funds which have been awarded the local asset status by the regulator.

    The Local Equity Fund is a:

  • High Risk Fund;
  • Capital Growth Fund;
  • Invests predominantly in locally listed equities, with leeway to invest in offshore equities and convertible bonds; and
  • It is most ideal for investors with an appetite for high risk and tolerance for periods of high volatility who wish to generate capital growth over the long-term.
  • This Fund is great for:

  • Long-term capital growth;
  • Saving for retirement (long-term); or
  • Long-term wealth creation
  • HAVE A QUESTION? JUST ASK

    Pathfinder Contacts

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    Address

    Plot 66458, Fairgrounds Office Park Block A, Third Floor, Gaborone, Botswana

    WhatsApp

    (267) 72946834 / 76227017

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    BIFM Unit Trust are regulated by the Non-Bank Financial Institutions Regulatory Authority (NBFIRA).Please note capital invested is not guaranteed and that past performance does not guarantee future performance. All fund prospectuses are available at Bifm offices, Plot 66458, Fairgrounds, Fairgrounds Office Park, Gaborone.