Unit Trust

Money Market Fund focuses on capital protection and growth through diversification of securities and offering high returns whilst meeting your liquidity needs. The fund invests in high-quality, short-term money market instruments, including bank deposits, government securities, and corporate instruments, in compliance with CMA guidelines for collective investment schemes.

Who is it ideal for?

The fund is suitable for salaried individuals, professionals, entrepreneurs, SACCOs, learning institutions, NGOs, Churches, Law firms, and SMEs, catering to needs like:

  • Emergency funds and school fees funds
  • Short-term savings goals
  • Property and construction funds
  • Group and welfare investments
  • Business cash flow management

Main Features

  • No entry or exit fee
  • No tenor restrictions
  • Withdrawals processed in T+1 working day
  • Monthly interest distribution
  • Initial minimum investment: Kes 5,000 and Minimum top-up: Kes 1,000

Our main products features include:

 Wealth Fund is an investment designed for high-net-worth individuals, focusing on a high-yielding and well-diversified portfolio of securities. It prioritizes capital preservation, delivers high returns, and provides semi-annual cash flows.

Ideal For:

The fund is perfect for conservative, high-net-worth investors seeking stability and wealth growth, including professionals, SACCOs, churches, learning institutions, NGOs, MFIs, and SMEs.

Key features

  • Initial minimum investment: Kes. 1,000,000
  • Minimum top-up: Kes. 1,000,000
  • Tenor: 6 months and 12 months, renewable
  • Withdrawals processed in T+1 working day
  • Monthly interest distribution

Fixed Income Fund is a conservative investment vehicle designed for capital preservation while providing a steady quarterly income and competitive returns. The fund allows investors to invest in fixed-income securities like Treasury Bonds, offering competitive returns without long tenors.

Ideal For:

The fund is perfect for retirees, salaried individuals, professionals, Entrepreneurs, SACCOs, learning institutions, NGOs, MFIs, and SMEs seeking security and regular quarterly income, with medium to long-term capital growth that outperforms inflation.

Key features

  • Minimum investment: Kes. 5,000
    • Minimum top-up: Kes. 1,000
    • Tenor: 3 months, renewable
    • Withdrawals processed in T+1 working day
    • Monthly interest distribution

How do I start

If you are interested in purchasing Our unit trust Products, please click (Get Cover.)

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