Saving for Income

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What you could earn

147.63%

TOTAL RETURN SINCE INCEPTION

11.38%

ANNUAL TOTAL RETURNS SINCE INCEPTION

11.45%

 latest’s 5 year annualised return

10.26%

LATEST’S 3 YEAR ANNUALISED RETURN

6.91%

LATEST 1 YEAR ANNUALISED RETURN

8.67%

YEAR-TO-DATE

What you get:

An inflation proof way of earning a monthly income on your savings:

  • Outperforms inflation, banks and government bonds
  • A steady monthly income based on your savings
  • 3 day easy liquidation with no hidden costs
  • A vehicle for pension annuities

When should you choose this option?

This savings option will work if you meet any of these criteria

  • You have short term goals of 12 months and below
  • You want to preserve your savings
  • If you have a pension trust or fund.

If you still have questions get in touch with our friendly expert

Start Saving

If you are ready to take your steps to wealth register now with a secure online account. Registration is quick and easy and you do not have to make any deposits to open this account.

Fund Performance

The goal of the fund is to achieve a high degree of safety of capital by investing through a diversified portfolio consisting of Treasury Bills issued by the Governments of Kenya, Uganda and Tanzania, commercial paper programs, bank deposits and bankers’ acceptances. The average period to maturity of such securities shall not exceed 12 months.

In compliance with the The Capital Markets (Collective investment Schemes) Regulations, 2001 {82 (3), ‘a’ and ‘b’} on advertising, the investor is advised:

(a)  The price of shares, and the income there from if the collective investment scheme pays dividends may go down as well as up; and

(b) Investors are reminded that in certain specified circumstances their right to redeem their shares may be suspended.