Zimele Asset Management Company Limited

About Zimele Asset Management Company Limited

Zimele Asset Management Company Ltd Unit trust scheme offers two funds you can now access from as low as KES 100.

  • Zimele Savings Plan
  • Zimele Investment Plan

1. Zimele Savings Plan

This is a money market fund that is suitable for low-risk investors seeking to grow their savings in a flexible and convenient setting, at their own pace

This fund features:

  • Minimum Initial Investment: You can start with as little as KES 100.
  • Management Fee: 2% p.a.
  • Timely withdrawals with a choice of withdrawing to M-Pesa wallet or bank account.
  • Deposits can be made via M-Pesa or Bank channels.
  • Interest compounded annually. The interest is earned on a daily basis and compounded annually. This makes it ideal for both short-term and long-term savings.
  • No hidden charges. Transparent service delivery with no hidden fees.
  • Returns are in the form of interest income, which is credited to members’ accounts after deducting fees and taxes.
  • No minimum balance requirement.
  • M-Pesa option for deposits and withdrawals.
  • Online statements. Access and manage your account from the comfort of your home using our customer service portal.
  • Funds are pooled and collectively invested in safe, interest-bearing assets such as Treasury bills, Treasury bonds and bank deposits.

Ready to embark on your investment journey with Zimele Savings Plan? Speak to one of our experienced Financial Advisors today.

Schedule a consultation

2. Zimele Investment Plan

This is a balanced fund is suitable for investors with a medium to long-term horizon (recommended holding period of at least two years).

The fund features:

  • Focuses on long-term growth.
  • Returns: Capital gains on purchased units
  • Minimum Initial Investment: You can start with as little as KES 100.
  • Investment Flexibility: Regular intervals or lump sum investments.
  • One-off administration fee of 3% for every new investment.
  • Annual management fee: 2.5%
  • The fund invests in shares of companies listed on the Nairobi Stock Exchange (NSE) and a range of interest-earning assets.

Ready to embark on your investment journey with Zimele Investment Plan? Speak to one of our experienced Financial Advisors today.

Schedule a consultation

Zimele Asset Management Company Ltd Pension trust scheme offers two funds you can now access from as low as KES 100.

  • Zimele Personal Pension Plan
  • Guaranteed Personal Pension Plan

1. Zimele Personal Pension Plan

This is a personal retirement plan that allows you to save for your retirement at your own pace.

You can make contributions as often as you like, and there is no minimum contribution requirement. The plan also offers a number of tax benefits, including a tax exemption on contributions of up to KES 20,000 per month or KES 240,000 per year.

The fund features:

  • Minimum deposit of KES 100
  • Competitive interest rate
  • Interest compounded annually
  • M-Pesa option for deposits and withdrawals
  • No minimum balance requirement
  • Tax benefits
  • Easy to access funds

Ready to embark on your investment journey with Zimele Personal Pension Plan? Speak to one of our experienced Financial Advisors today.

Schedule a consultation

2. Guaranteed Personal Pension Plan

This is a personal retirement plan that offers a guaranteed rate of return

This is a personal retirement plan that offers a guaranteed rate of return. This means that you know exactly how much your investment will grow each year, regardless of market conditions. The plan also offers a number of tax benefits, including a tax exemption on contributions of up to KES 20,000 per month or KES 240,000 per year.

The fund features:

  • Minimum deposit of Ksh100
  • Guaranteed rate of return
  • Interest compounded annually
  • M-Pesa option for deposits and withdrawals
  • No minimum balance requirement
  • Tax benefits
  • Guaranteed return
  • Easy to access funds

Ready to embark on your investment journey with Guaranteed Personal Pension Plan? Speak to one of our experienced Financial Advisors today.

Schedule a consultation

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