Savings plans

A. Saving for Income

Saving for Income is design for clients who seek regular income. Saving in income generating vehicles seeks to preserve capital as a main goal with modest income. Amana creates an income portfolio of assets specifically tailored to maximize the annual passive cash streams generated by the holdings.

Products: Amana Shilling Fund (read more)

B. Saving for Growth

Saving For Growth is primarily focused on capital appreciation. This type of saving seeks to grow clients funds higher than a predetermined benchmark. This saving style is more long term as time will smoothen out short term market volatilities. Amana creates a portfolio of dividend earning equities and high yield income securities in line with the firm’s investment philosophy.

Products: Amana Growth Fund (Read more)

C. Income & Growth Saving

For savers who need to balance between growing capital and still being liquid enough to maintain a steady cashflow stream, income and growth saving style achieves that by balancing the portfolio to take advantage of growth potential but keep the fund income earning capacity intact. Amana creates a portfolio of dividend earning equities and high yield income securities in line with the firm’s investment philosophy.

Products: Amana Balanced Fund (Read more)

D. Retirement

For tax efficient pension savings. These funds will be invested through registered retirement benefits authority Schemes. The rules and regulations are derived from the RBA act (hyperlink to Information hub RBA act) Amana creates a portfolio of dividend earning equities and high yield income securities in line with the firm’s investment philosophy.

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