Unit Trust Funds
Unit Trust Funds are low-risk investments that have maturities ranging from overnight to just under one year. That short life makes them almost as liquid as cash. That is, the principal is safe and the money is accessible within 48hours.
from
Shs. 1,000
| Unit Trust Instruments | Banker’s Acceptance, Treasury Bills, Repurchase Agreements, Certificate of Deposits, Commercial Papers |
| Unit Trust Features | Ease of access to funds, safety of principal deposit, discounted price on face value |
| Minimum period of investment | 14 days |
| Access of Funds | Funds available with 48 hours of withdrawal |
| Minimum Top-ups: | Shs. 1,000 |
| Sign up mode: | USSD, Online, Physical forms sign up |
Wealth Management Fund
Wealth Management Fund is an investment portfolio that targets high net worth individuals and institutional clients desiring fixed income return, low risk, structural cash flow management, and funds access.
from
Shs. 1,000,000 or USD 10,000
| Wealth Management Instruments | Listed Treasury Bills, Bonds, Corporate Bonds, Bank Deposits |
| Wealth Management Features | Capital preservation, Low risk fund, higher returns |
| Investment Period | 3, 6, 12 months |
| Investment Currency | Available in KES and USD |
| Access of Funds | Funds available within 3-5 days of withdrawal |
| Minimum Top-ups: | Kes. 500,000 or USD 5,000 |
| Sign up Option: | Physical Forms |