BRITAM WEALTH MANAGEMENT

Wealth Management Product

What is the Wealth Management Product?

The wealth management product is aimed at achieving high-income return generated through investments in fixed income securities whilst ensuring risk is minimized or controlled. To achieve these two objectives, the Fund Manager invests client funds in security classes such as:

1. Listed Treasury Bonds & Bills

2. Listed Corporate Bonds

3. Structured Notes

4. Commercial Papers

5. Other fixed income securities

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

Our Accolades
Britam Asset Managers Clinched the Fund Manager of the Year Award in 2011,
2012 and 2013 and the Unit Trust of the Year Award in 2012, 2013, 2015 and 2016
Think Business Awards 2011-2016
• Unit Trust of the Year, Winner – 2012, 2013, 2015, 2016
• Best Performing Money Market Fund, Winner – 2014, 2016
• Best Performing Equity Fund, 2nd Runner up 2014, Winner,
2015, 2016
• Fund Manager of the Year: Alternative Investments and
Private Equity, Winner – 2014, 2015, 2016
• Fund Manager of the Year: Overall Winner – 2011, 2012,
2013, 2nd Runner up 2014, and 1st Runner up 2015, 2016
• Fund Manager of the Year: Pensions – 1st Runner-up, 2014,
2016
• Fund Manager of the Year: Equity- 1st Runner Up, 2014,
2016, Winner – 2015
• Fund Manager of the Year: Money Market – 1st Runner-up,
2014, 2016
“Our history of success provides financial security for our clients”

Wealth Management
Minimum Lump-sum Kshs. 1,000,000
Minimum Top-up Kshs 500,000
Investment tenors 3,6, 12 months, above 1 year

Benefits

• Principle preserved
• Enhanced return
• Effective cash-flow management
• Underlying Fixed Income Investment

Our Differenciation

1. Highly innovative culture towards fund management
   ✓ We are constantly looking at how we can deliver superior long-term returns to our clients and serve them better
2. Offering most diverse set of investment products
   ✓ Offering includes both public markets investments (mainly equities and fixed income) and private / alternative markets investments (mainly property and private equity.)
3. A highly qualified team withdiverse background and experiences
   ✓ We have a highly qualified team with diverse backgrounds and work experience gained both locally and in global markets
4. Tailored and relevant investment solutions that are not limited by breadth and depth of products and capabilities
   ✓ Because we have the most diverse set of
   investment products in the local market,
   we are able to look at the specific needs of
   our investor, and offer fund management
   that speaks to their specific needs
5. Strong brand and networks
   ✓ Fund Management practice is backed by the strong Britam brand that has been in the region for the last 50 years

Hurdle Rate