Equity Fund policy in Kenya | Britam - Kenya
Equity Fund Banner(Personal)
Equity Fund Content(personel)
This fund aims to offer superior returns over the medium to longer term by maximizing long term capital growth by investing primarily in listed companies on the Stock Exchanges of Kenya, Uganda and Tanzania. The fund has some exposure to offshore listed companies, denominated in Euro, Sterling Pound or US Dollar.
*The indicative rate of return shall not be guaranteed and past performance does not guarantee future investment performance. The Indicative Rate is not fixed and may, as such, vary from time to time depending on the investment period and prevailing economic, political or social circumstances. T&C's apply.
It is a suitable investment option for investors looking to put money in the stock market but lack the professional capacity to select and manage their equity portfolio.
Equity fund is Suitable to investors with a long term investment horizon of 5 years or more
- Allows diversification - investing in different stock sectors under one pool
- Professional management for fixed low fees
- Initial fee 2% of invested funds
- Management Fee 2.5 % per annum