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Unit Trust

Unit Trust

Britam Money Market Fund - Daily Yield 9.03%; Effective Annual Yield 9.42% | Britam Bond Plus Fund - Daily Yield 6.52%; Effective Annual Yield 6.72% | Britam Equity Fund - BUY KSH 164.51 SELL KSH 169.84| Britam Balanced Fund - BUY KSH 147.71 SELL KSH 152.86 | Britam Money Market Fund - Daily Yield 9.03%; Effective Annual Yield 9.42% | Britam Bond Plus Fund - Daily Yield 6.52%; Effective Annual Yield 6.72% | Britam Equity Fund - BUY KSH 164.51 SELL KSH 169.84| Britam Balanced Fund - BUY KSH 147.71 SELL KSH 152.86 |

A unit trust , also known as a collective investment scheme or a mutual fund is a professionally managed investment fund in which investors’ contributions are pooled together to purchase financial securities, such as equities (shares), bonds, cash, bank deposits etc In Kenya, Unit Trusts are regulated by Capital Markets Authority.

 

Unit Trust funds Benefits.
  • Increased diversification: A fund normally holds many financial securities; diversification decreases risk.

  • Daily liquidity: Unitholders can buy and sell their units on a daily basis 

  • Professional investment management: unit trust funds hire portfolio managers to supervise the fund's investments.

  • Ability to participate in investments that may be available only to larger investors. For example, individual investors often find it difficult to invest directly in foreign markets.

  • Government oversight: Unit trust funds are regulated by CMA

  • Ease of comparison: All mutual funds are required to report the same information to investors, which makes them easy to compare.

 

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Balanced Fund

Our balanced fund, is a unit trust that invests in diversified asset classes including fixed income assets, offshore, property and equity. It provides investors with medium to long term growth of their capital. It is a medium risk investment vehicle and is suitable for a 3-5-year investment horizon. The diversification boosts return by providing a cushion during a down turn in one asset class. 

Click here to download the application form or here to download the products brochure.

For more information on this product, kindly get in touch with us or visit any one of our branches.