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Unit Trust

Unit Trust

British-American Money Market Fund - Daily Yield 8.70%; Effective Annual Yield 9.05% | British-American Equity Fund - BUY KSH 182.45; SELL KSH 188.80 | British-American Balanced Fund -BUY KSH 204.38; SELL KSH 210.99 | British-American Bond Plus Fund - Daily Yield 6.30%; Effective Annual Yield 6.49%

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.

Britam Asset Managers (Kenya) Ltd is the most ideal provider of Asset Management and Wealth Management Solutions.

For more information, click here to download the products brochure.

Begin your investment journey today with Britam Asset Managers Unit Trust Funds.
We have a vast array of products and services suitable for both individual and institutional investors who seek attractive returns.

For more information on our Unit trust products, please click here to download the Brochure. 

The unit trusts include:

Unit Trust Child Page Navigation

Money Market Fund

A money market fund invests mainly in fixed income securities with short investment duration and high credit quality. These fund  aims to obtain a high level of current income than most bank deposits while protecting investor’s capital. It invests in money market securities with a maturity of less than 12 months allowing for a higher than average rate of return as well as immediate liquidity. The income that the fund earns is accrued daily and distributed to the unit holders net of fund costs.

The Britam money market fund is your ideal investment option for cash you intend to use to meet your short term goals.

These may include:

  • School Fees
  • Deposit - Car/Mortgage /Land
  • Chama/Investment Funds
  • Family and Staff welfare funds - for weddings and burials etc.
  • Wedding planning
  • Construction/Project funds
  • Holiday Planning, etc.

You can download the application form here:  Individual Application Form or Company Application Form

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

Contact us today and start earning competitive returns.

  • Tel: 0703 094 091
  • Whatsapp Line: 0796962837.
  • Email: clientservicesbaam@britam.com