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Money Market Fund(Business)(Wealth)

Wealth Management Fund

What Is Wealth Management Fund?
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

Minimum Amount Kshs. 1Mn
¿ Minimum Top-up Kshs. 500,000
¿ Investment tenors 3,6, 12 months, above 1 year
¿ Underlying Fixed Income securities
¿ Management Fees 1%
¿ Custody Fees 0.10%
¿ Hurdle Rate 11 - 12% *
*NB: Hurdle rate is dependent on investment duration and may vary
depending on market volatility. Figure is Gross of Tax.

  • Principal Protection Strategy
  • Enhanced return
  • Effective cash-flow management

1. Copy of ID or Passport
2. Copy of Utility Bill (not more than 3 months old) or a Proof of
Address letter
3. Copy of tax exemption certificate (where applicable)

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