Britam Asset Managers (Kenya) Limited
About Britam Asset Managers (Kenya) Limited
Incorporated in 2004, this is the Asset Management subsidiary of Britam Holdings PLC. It is licensed as a fund manager by the Capital Markets Authority (CMA) and the Retirements Benefits Authority (RBA).
Explore the Britam Money Market Fund and the Britam Bond Plus Fund below.
1. Britam Money Market Fund
This fund is designed for investors seeking a low-risk investment option with a short-term investment horizon and who prioritize capital preservation and liquidity.
This fund is designed for investors seeking a low-risk investment option with a short-term investment horizon and who prioritize capital preservation and liquidity.
The fund features:
- Low-risk investment
- Suitable for a 1 year investment horizon
- Minimum Initial Investment: KES 1,000
- Management Fee: 1.5% p.a.
- Easily track your savings and transact via Britam Customer Portal, Britam App or USSD *778#
2. Britam Bond Plus Fund
This fund is suitable for investors seeking a regular income from their investment periodically, ideally after a 2 – 3 year period.
The fund features:
- This fund invests in a variety of bonds including corporate bonds, treasury bonds and other fixed-income securities, minimizing the risk involved with investing directly in bonds.
- Allows for immediate liquidity, giving an edge over bonds in the market which are not easily disposed of.
- The fund looks to achieve a reasonable level of current income with maximum stability for the capital invested.
Ready to embark on your investment journey with Britam Bond Plus Fund? Speak to one of our experienced Financial Advisors today.
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