Securities and Exchange Commission of Zimbabwe publishes February 2026 unit trust report showing mixed fund performance

The Securities and Exchange Commission of Zimbabwe has published the GroWealth Unit Trust Report for February 2026, providing a market snapshot of registered unit trust products across general equity, specialist, balanced, child care, gold, property and interest-bearing funds. The report sets out bid and offer prices, fund sizes, minimum investment amounts, minimum holding periods and recent returns or yields. It points to mixed February performance, with gains across many equity funds, declines in gold funds and split results in property funds. Within general equities, February returns ranged from a 9.87% loss for the Smartvest Wealth Fund to gains of 42.86% for the Fidelity Blue Chip Fund and 27.54% for the Zimnat Blue Chip Fund, while the Old Mutual Equity Fund was the largest fund in that category at ZIG 74,027,672. Specialist funds included a 331.32% February return for the Platinum Special Equity Fund, and balanced funds were led by the Zimnat Prosperity Fund at 25.24%. Gold funds fell 3.2% for the Bard Santner Gold Fund and 4.1% for the Old Mutual Gold Fund. Property fund returns were negative 1.76% for the Zimnat Property Fund and positive 1.69% for the Old Mutual Property Fund. In interest-bearing funds, current annual yields ranged from 8.00% to 20.01%, with the highest shown for the Zimnat Gross Income Umbrella Fund and the Smartvest High Interest Fund. The report's market commentary said the Zimbabwe Stock Exchange All Share Index rose 0.86% in February to 359.11 and the Top 10 Index rose 0.15% to 367.23. Interest rates remained broadly stable at 20% to 35% depending on tenure, while annual inflation slowed to 0.1% from 0.2% in January.