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 Chama Manager
  • 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 Chama Manager

The ChamaManager platform is anchored on the Zimele Savings Plan, licensed and regulated by the Capital Markets Authority (CMA).

The ChamaManager platform offers groups a digital platform for administrating and coordinating their finances regardless of their savings and investment goals.

Any type of group/collective can open a Zimele Savings Plan account and manage it on the platform. Once the account is opened, members can send money to their account via M-Pesa or Bank. The signatories can initiate withdrawals to members or third parties (such as suppliers when the group makes a purchase or investment).

ChamaManager supports group members to remotely keep track of their contributions and disbursements. They can view their individual and group statements of deposits. Signatories also have the capacity to remotely transact and manage membership.

The Zimele Savings Plan is flexible allowing the group/collective to operate on its own rules and terms.

Schedule a consultation

3. 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

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