INTRODUCTION TO BRITAM ASSET MANAGERS
- Britam Asset Managers Ltd (The Fund Manager) aspires to be the leading and most trusted investment advisory and asset management firm in the region.
- The company was incorporated in April 2004 to fulfill a gap in quality fund management and investment advisory services to individual and institutional investors.
- The company has KES. 108 bn in Assets Under Management.
- The company is ranked Number 1 Unit Trust of the year 2016
Product Review – Money Market Fund (short term)
Unit Trusts
- Money Market
It is a unit trust that invests in short term deposits. The investments are in 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 higher interest yields than bank deposit offers
It provides capital preservation and appreciation interest is earned daily
It is also very liquid meaning an investor can withdraw their funds in a short time
It is available for both retail and institutional investors
Currently available in KES only
| Features | Details |
| Initial Investment | Kes. 1,000 |
| Management Fee | 2% per annum |
| Domicile | Kenya |
| Fund Manager | Britam Asset Managers |
| Trustees | Kenya Commercial Bank |
| Custodian | Standard Chartered |
2. Product Review – Bond Plus Fund (long term)
It is a unit trust that invests in a variety of bonds. This includes treasury bonds and corporate bonds.
Unit Trusts Bond Plus Fund
Benefits:
- It provides capital preservation and provides an income stream during the life of the investment
- It is a low risk investment and is suitable for 2 – 3 year investment periods.
- Provides diversification through varied bond purchases
- It allows partial and full redemptions
- It is available for both retail and institutional investors
- Currently available in KES only
| Features | Details |
| Initial Investment | Kes. 1,000 |
| Initial fee | 2% of invested funds |
| Management Fee | 2% per annum |
| Domicile | Kenya |
| Fund Manager | Britam Asset Managers |
| Trustees | Kenya Commercial Bank |
| Custodian | Standard Chartered |
3. Product Review – Balanced Fund (long term)
It is a unit trust that invests in both equities and fixed income investments
Investments in equities can boost returns while cushioning investors during low performing equity markets by investing in fixed income. It provides investors with medium to long term growth of their capital
Benefits:
- It is a medium risk investment and is suitable for a 3-5 year investment horizon
- Income distribution enables the accumulation of more units which increases its market value as unit prices increase.
- It is available for both retail and institutional investors
- Currently available in KES only
| Features | Details |
| Initial Investment | Kes. 1,000 |
| Initial fee | 2% of invested funds |
| Management Fee | 2% per annum |
| Domicile | Kenya |
| Fund Manager | Britam Asset Managers |
| Trustees | Kenya Commercial Bank |
| Custodian | Standard Chartered |
4. Product Review – Equity Fund (long term)
It is a unit trust that invests in only in equities. It invests in local, regional and off shore equity opportunities.
Benefits:
- It is a medium to high risk investment.
- It is suitable to investors with a long term investment horizon of 5 years or more.
It is available for both retail and institutional investors. - Currently available in KES only
| Features | Details |
| Initial Investment | Kes. 1,000 |
| Initial fee | 2% of invested funds |
| Management Fee | 2% per annum |
| Domicile | Kenya |
| Fund Manager | Britam Asset Managers |
| Trustees | Kenya Commercial Bank |
| Custodian | Standard Chartered |