Investment Products
Grow your wealth with professionally managed investment funds. From low-risk money market funds to growth-oriented equity funds.
Our Investment Funds
Comprehensive financial solutions designed for individuals, businesses, and institutions.
Money Market Fund
InvestmentsEarn competitive returns of 10-12% p.a. on your idle cash through a professionally managed money market fund. Daily liquidity with no lock-in period.
Management Fee: 1.5% p.a.
From KES 10,000
Equity Fund
InvestmentsGain exposure to Kenya's top companies listed on the Nairobi Securities Exchange. Long-term capital growth with professional portfolio management.
Management Fee: 2% p.a.
From KES 50,000
Fixed Income Fund
InvestmentsInvest in a diversified portfolio of government bonds and corporate debt securities. Stable returns with capital preservation focus. Ideal for conservative investors.
Current Yield: 12.5% p.a.
From KES 25,000
Balanced Fund
InvestmentsA mixed portfolio of equities, bonds, and money market instruments for balanced risk and return. Ideal for investors seeking moderate growth with some income.
Management Fee: 2% p.a.
From KES 25,000
Investment FAQs
Find answers to common questions about our services.
What is the minimum investment?
Minimum investments range from KES 10,000 (Money Market Fund) to KES 50,000 (Equity Fund). Regular top-ups start from KES 1,000.
Are investment returns guaranteed?
No, investment returns are not guaranteed. However, our professional fund managers employ rigorous analysis and diversification strategies to manage risk. Historical returns are shown for guidance.
How is investment income taxed?
Withholding tax of 15% is deducted at source on interest and dividend income. Capital gains from fund redemptions may attract additional tax. Consult your tax advisor.
Can I switch between funds?
Yes, fund-to-fund switches are available with no switch fee for the first 2 switches per year. Subsequent switches attract a 0.25% fee.
Start Your Investment Journey
Speak with our investment advisors to build a portfolio that matches your goals.