Managed Portfolio
Professionally managed investment portfolio with a dedicated advisor. Customized asset allocation based on your risk profile, goals, and investment horizon.
Key Features
- Dedicated investment advisor
- Customized asset allocation
- Quarterly portfolio rebalancing
- Monthly performance reporting
- Access to alternative investments
- Estate planning guidance
Rates & Charges
- Custody Fee: 0.15% p.a.
- Management Fee: 1.5% of portfolio p.a.
- Performance Fee: 15% above benchmark
- Minimum Portfolio: KES 5,000,000
Eligibility Requirements
- Minimum portfolio KES 5,000,000
- Completed risk profiling
- Investment Policy Statement signed
- Annual review commitment
Required Documents
- 📋 National ID or Passport — Bring to branch
- 📋 KRA PIN Certificate — Bring to branch
- 📋 Source of funds documentation — Bring to branch
- 📋 Signed Investment Policy Statement — Bring to branch
Frequently Asked Questions
Find answers to common questions about our services.
How is my portfolio customized?
What is the performance fee?
Can I access alternative investments?
Terms & Conditions
Managed Portfolio services are provided under a discretionary or advisory investment management agreement. The investment manager acts within the parameters of the agreed Investment Policy Statement.Portfolio performance is benchmarked and reported monthly. The management fee is charged quarterly. Performance fees are calculated annually using a high-water mark methodology to ensure fairness.
Ready to Get Started?
Open your Managed Portfolio today. Visit any branch or apply online.
Apply for Managed Portfolio
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