INVESTMENT CATEGORIES

Hobbiton Investment Management has registered a Unit Trust Fund called Hobbiton Unit Trust Fund which is a Collective Investment Scheme where people invest by buying Units in the fund and get a return on their investments. The Hobbiton Unit Trust Fund is regulated by the Securities and Exchange Commission (SEC). Our investment categories are as follows:


SAVING & INVESTING

Life has its uncertainties and therefore, it is never too early nor too late to start planning saving for various purposes. Each day you wait to start saving, you miss out on potential earnings growth from fund managers like Hobbiton Investment Management Limited.


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EDUCATION

The earlier the Parents/Guardian begin, the more time they give their money to grow and compound to better finances for their child's education. We as Hobbiton have therefore come up with The Hobbiton Educational plan to help people meet these needs.


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RETIREMENT

Plan, manage and secure your financial wellbeing with a unit trust-linked retirement plan. Hobbiton Unit Trusts has developed a portfolio of unit trust-linked retirement product that offer you a seamless way to plan, manage and secure your future financial wellbeing. Our product is affordable and transparent, with no hidden fees.


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GRATUITY SCHEMES

Hobbiton Investment Management takes away the administrative burden of managing gratuity schemes in-house, providing bespoke administration services allowing employers to focus on their core activities. Gratuity liabilities can grow to be substantial as the employer organization grows and develops. Hobbiton will perform the organization’s administrative obligations on their behalf and ensure members of the employer’s gratuity scheme receive the correct benefit at the correct time, while complying with all relevant laws and regulations.


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FUND MANAGEMENT

Our fund management value proposition is centred around the benefits that accrue to clients from using the services of a specialised fund manager that has access to a wide range of counterparties and leverages on the size of the funds under management to enhance bargaining power and deliver the best value to clients.


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WEALTH MANAGEMENT

Whether your goal is to grow your wealth, generate income or preserve capital, we understand your needs. Together we create a financial blueprint that describes exactly how you imagine your future will look, helps you to know exactly where you are headed and when you are likely to arrive. Join the Hobbiton team and let’s help plan for your financial future together.


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BRANCHES:

LUSAKA BRANCH
Plot Number: 13 Nchenja Road, Northmead, Lusaka.
Phone Number: +260 956 529 966 / +260 211 232 877
Email: invest@hobbiton
Branch Manager
Name: George Kasongole
Email: george.kasongole@hobbiton.co.zm
Phone Number: +260979953205
LIVINGSTONE BRANCH
Plot Number: Stanley House Stand Number 2602 Mosi Oa Tunya Road, Livingstone.
Phone Number: +260 968 222 532/ +260 979 972793
Email: invest@hobbiton
Branch Manager
Name: Susan Mwiya
Email: invest@hobbiton.co.zm
Phone Number: +260 979 972793
MONGU BRANCH
Plot Number: Nassar Complex Office No 15, Lusaka Road Mongu.
Phone Number: +260 978 000 188 / +260 978 174 479
Email: invest@hobbiton.co.zm
Branch Manager
Name: Liswaniso Sumbwanyambe
Email: liswaniso@hobbiton.co.zm
Phone Number: +260 978 000 188