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Britam Equity Fund Insurance

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Equity Fund(Business)

Equity Fund

This fund aims to offer superior returns over the medium to longer term by maximizing long term capital growth by investing primarily in listed companies on the Stock Exchanges of Kenya, Uganda and Tanzania. The fund has some exposure to offshore listed companies, denominated in Euro, Sterling Pound or US Dollar.

Who should Invest in Equity funds insurance

It is a suitable investment option for investors looking to put money in the stock market but lack the professional capacity to select and manage their equity portfolio.

Equity fund is Suitable to investors with a long term investment horizon of 5 years or more

Benefits of equity funds insurance
  • Allows diversification - investing in different stock sectors under one pool
  • Professional management for fixed low fees
Features equity funds insurance
  • Initial fee 2% of invested funds
  • Management Fee 2.5 % per annum

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