Saving For Income & Growth

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What you could earn

66.95%

TOTAL RETURN SINCE INCEPTION

6.28%

ANNUAL TOTAL RETURNS SINCE INCEPTION

5.57%

 latest’s 5 year annualised return

2.81%

LATEST’S 3 YEAR ANNUALISED RETURN

1.93%

LATEST 1 YEAR ANNUALISED RETURN

5.48%

YEAR-TO-DATE

What you get:

A balanced approach that lets you enjoy a moderate monthly income and moderate growth on your savings:

  • High medium term growth that outperforms any saving account, inflation and government bonds
  • Monthly income based on your savings amount
  • 3 day easy liquidation with no hidden costs

When should you choose this option?

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

  • You have medium term goals of 24 months or more
  • You understand risk and are willing to wait for the long term
  • 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

At least 40% of the market value of the fund will be invested in a diversified portfolio of Government of Kenya Treasury bonds and corporate bonds. The average term to maturity of the bond holdings will normally be two and five years. At least 20% of the balance of the fund’s assets shall be invested in short term fixed income instruments and At least 40% will be invested in equities listed in a regulated exchange primarily In East, West,South Africa.

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.