. Money Market Fund
• Balanced Fund
• Equity Fund
• Bond Plus Fund
About Britam Holdings Limited
Britam is a diversified financial services group listed on the Nairobi Securities
Exchange. The group has interests across the Eastern and Southern Africa region,
with offices in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and
Malawi. The group offers a wide range of financial products and services in Insurance, Asset Management, Banking and Property. The product range includes: life, health and general insurance, pensions, unit trusts, investment planning, wealth management, off-shore investments, retirement planning, discretionary portfolio management, property development and private equity.
Begin your investment journey today with Britam Asset Managers Unit Trust Funds
Britam Asset Managers (Kenya) Ltd is the most ideal provider of Asset Management and Wealth Management Solutions. The company has a vast array of products and services suitable for both individual and institutional investors who seek attractive returns. The unit trusts include:
Money Market Fund (Short Term)
It is a unit trust that invests in short term deposits. These include: treasury bills, treasury bonds, commercial paper and bank deposits of less than 12 months maturity profile.
Benefits
• It is a low risk investment that gives an investor high interest returns
• It provides capital preservation
• Interest is earned daily
• Ease of withdrawal of funds for investors
| Features | Details |
| No initial fee | N/A |
| Management fee | 2.5% per annum |
Bond Plus Fund (Long Term)
It is a unit trust that invests in fixed income instruments. This includes treasury bonds and corporate bonds.
Benefits
• It is a low risk investment
• Suitable for two to three year investment horizon
• Provides capital preservation
• Provides an income stream during the life of the investment
• It allows partial and full redemptions
| Features | Details |
| Initial fee | 2% of invested funds |
| Management fee | 2.5% per annum |
Balanced Fund (Long Term)
It is a unit trust that invests in equities, fixed income investments and alternatives. It provides investors with medium to long term growth of their capital.
Benefits
• Medium risk investment
• Suitable for a 3 – 5 year investment horizon
• Invests in diversified asset classes
| Features | Details |
| Initial fee | 2% of invested funds |
| Management fee | 2.5% per annum |
Equity Fund (Long Term)
It is a unit trust that invests only in equities. It invests in local, regional and off shore equity opportunities.
Benefits
• Medium to high risk investment
• Suitable to investors with a long term investment horizon of 5 years or more
| Features | Details |
| Initial fee | 2% of invested funds |
| Management fee | 2.5% per annum |
Unit Trusts Payment Details
You can top up your investment through the M-PESA Paybill numbers below:
| FUND | PAYBILL NO. |
| Britam Money Market Fund | 500005 |
| Britam Bond Plus Fund | 500006 |
| Britam Balanced Fund | 500007 |
| Britam Equity Fund | 500008 |
For more Infor on how to sign up Contact
GALLIN WEKESA
FA@Britam
0712-870-447
gwwekesa@britam, gallywexa@gmail.com