← All guides
Structuring7 min read

Ring-fencing Zimbabwe risk

The structural discipline that keeps investor capital out of Zimbabwean balance-sheet risk — USD-denominated NAV, South African holding under treaty cover, operational-minimum local balances, and dual-signatory and collateral controls.

Ring-fencing is the practice of confining a risk to a place where it can do limited damage. For Zimbabwe-exposed capital, the goal is blunt: let the opportunity sit in Zimbabwe while the value, the contracts and the recourse sit somewhere more stable. Done well, a Zimbabwean shock hits the operating layer without reaching the investor’s capital.

Keep the value in USD

The first ring-fence is monetary. Fund NAV, investor accounts and distributions are denominated in USD; revenues are swept into USD at the earliest contractual point; and Zimbabwean operating balances are held at operational-minimum working-capital levels. The ZWG balance you are exposed to should be the smallest amount the business can run on, not a pool of value waiting to be devalued.

Hold the capital offshore, under treaty cover

The second ring-fence is structural. Capital is held in South African (and, for the contracting layer, US) entities rather than on a Zimbabwean balance sheet. South African holding brings bilateral-investment-treaty and SADC dispute-resolution cover, and means the assets investors own are shares in a stable-jurisdiction entity, not Zimbabwean assets directly. The opportunity is reached through the structure; it is not held inside the exposed jurisdiction.

  • No Zimbabwe-balance-sheet ownership of fund assets — investors own the offshore holding layer.
  • Treaty and SADC cover provide a route to recourse outside the local courts.
  • The contracting layer (often US/Delaware) is where the investment documents are governed.

Control the money movements

The third ring-fence is operational. Offtake agreements are collateralised before capital is deployed, so counterparty failure meets security rather than an unsecured claim. Dual-signatory controls apply to all material fund disbursements, so no single person can move capital out of the structure. And investment tenor is matched to the underlying asset, with trade-finance recycling used to return capital to the fund before project completion — which is as much a liquidity mitigant as a control.

Ring-fencing reduces exposure; it does not eliminate it. A structure’s suitability, legality and tax treatment are fact-specific and must be confirmed with qualified legal and tax counsel before implementation. The measures here are advisory recommendations, not a template to copy.

Where it shows up in the documents

Ring-fencing recommendations are part of the scope set out in a Risk Advisory Engagement Letter. When the structure is funded, the holding-layer economics and the conditions precedent — including screening and diligence — are captured in the Investment Term Sheet, and sensitive structuring discussions are run under a Mutual NDA.

This guide is qualitative and illustrative information only and does not constitute legal, financial or investment advice. Conditions vary by jurisdiction and change rapidly. Engage qualified counsel in the relevant jurisdiction before taking any action.