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Kuza Fixed Income Fund (KES)

Kuza Fixed Income Fund (KES)

 The Kuza Fixed Income Fund (KES) is tailor-made for low-to-medium-risk investors with a medium-term investment horizon and who prefer frequent income-generating securities.

Allowable securities
The fund prioritizes short-to-medium-term quality interest-bearing securities that have the potential to provide stable growth and income at moderate risk which include:
1. Government Bonds
2. Government Treasury Bills.
3. Corporate bonds.
4. Commercial papers.
5. Collective Investment Schemes.

Investment Strategies
The Kuza Fixed Income Fund’s investments aim to generate unrivaled returns by investing in the right mix of income and capital growth by employing tactical, diversified, strict rules-based, consistent periodic credit reviews and effective liquidity management.

Why Invest in Kuza Fixed Income Fund
1. Capital preservation.
2. Attainment of a 2–3 year goal.
3. Generate a stable income source.
4. Diversification.

Minimum Investment
Minimum Initial Investment Amount – KES 1,000.
Minimum Top-up Amount – KES 50.

Management Fees
Annual Management Fee – 2.00%.

Kuza Fixed Income Fund Fact Sheet
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Kuza Momentum Special Fund (KES)

Kuza Momentum Special Fund

The Fund leverages quality research, well-proven investment strategies, and a flexible Dynamic Asset Allocation (DAA) to take advantage of short-term and long-term capital markets inefficiencies stemming from macroeconomic trends and business cycles which provide high-yielding investment opportunities to deliver high returns to the aggressive and risk-tolerant longer-term horizon investor who wishes for capital growth.

Allowable securities
To attain the desired return outcomes, the Fund may invest in the following:
1. Equity and fixed-income securities listed in the Nairobi Securities Exchange or any other recognized exchange.
2. Offshore equity and fixed-income securities, both listed and unlisted.
3. Initial Public Offerings.
4. Derivative Instruments.
5. Collective Investment Schemes.

Minimum Investment
Minimum initial investment – KES 100,000.
Minimum top-up amount – KES 50,000.
Lock-in period – 6 months.

Management Fee
Annual Management Fee- 2.00%

Kuza Momentum Special Fund Fact Sheet

Kuza Shariah Momentum Special Fund

Kuza Shariah Momentum Special Fund (KES)

The Kuza Shariah Momentum Special Fund aims to provide investors with sustained long-term capital growth through exclusive investments adhering to Shariah principles. The fund strategically allocates funds into a diverse portfolio, encompassing halal businesses and securities across local and offshore equities, IPOs, REITs, and Sukuk investments. This commitment to Shariah-compliant opportunities reflects the fund’s dedication to ethical and responsible investment practices, offering a unique avenue for investors seeking growth within the bounds of Islamic finance.

Why Kuza Shariah Momentum Special Fund?

The Kuza Shariah Momentum Special Fund is customized for investors with an inclination for embracing risk to achieve exceptional long-term capital growth. It appeals to both individuals and institutions, particularly those who value the combination of risk and growth, aligning with a commitment to Shariah-compliant investment practices. The Fund appeals to those who pursue the following:

  1. Investors who desire medium to long-term capital growth in their portfolio.
  2. Investors looking to gain exposure to a mix of equity and fixed-income investments for a well-rounded approach.
  3. Those willing to commit to a 3 to 5-year investment horizon, recognizing the potential for substantial growth over time.
  4. Institutional players such as pension funds.
  5. Retail investors with above-average risk appetites, drawn to the prospect of significant returns through Shariah-compliant avenues.

Minimum Investment

Minimum initial investment – KES 100,000.

Minimum top-up amount – KES 50,000.

Lock-in period – 6 months.

Management Fees
Annual Management Fee – 2.00%

Kuza Shariah Momentum Special Fund Fact Sheet
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Kuza Private Wealth Management Fund

Kuza Private Wealth Management Fund

 is designed as a Private Wealth Management package perfectly suited to those for whom a generic off-the-shelf solution would simply not do. Investors with unique investment requirements require unique solutions.

Our wealth of experience allows us to design an interactive investment process that will bring your financial dreams to life. We are confident in our ability to satisfy even the most demanding accredited individual investor or high-value families.

Our client-obsessed focus ensures that we execute a diversified portfolio to optimize your risk-adjusted return at the lowest charge possible. Your entire Kuza Private Wealth journey spans
three key milestones:
1. Determination of your individual or family’s total financial objectives and needs.
2. Creation of investment strategy and action plans documented in an Investment Policy
Statement.
3. Implementation and periodic review.

Kuza’s Private Wealth Management value proposition is to provide an unrivaled complete and customizable solution to satisfy any investment goals and ensuring cost and tax efficiency which are the cornerstones of our portfolio construction. We actualize your Investment Policy Statement through a wide variety of Investment classes. With a particular focus on your unique requirements, we draft an optimal asset mix of:
1. Offshore equities.
2. Local equities.
3. Local fixed income.
4. Offshore fixed income.

Minimum Investment
Minimum Investment Amount – KES 10,000,000.

Management Fees
Annual Management Fee – 1.00% p.a.
Other – 80/20 share of outperformance

Kuza Private Wealth Management Fund
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Kuza Private Debt Fund

Kuza Private Debt Fund

 is made to allow our clients to participate in one of the fastest-growing asset classes globally as investors scout for investment opportunities to enhance their overall portfolio returns. The asset class offers a strong value proposition for investors looking for alternatives to government bonds and bills, illiquid real estate investments, and listed equities. Kuza has created a private debt offering to give investors access to this fast-growing asset class and offer investors competitive risk-weighted returns through the Kuza Private Debt Fund.
With the focus being on unlisted securities, the Kuza Private Debt Fund invests in:
1. Commercial Paper.
2. Corporate Bonds.

Minimum Investment
Minimum Initial Investment Amount – KES 1,000,000.
Minimum Top-up – KES 100,000.

Management Fees
Management Fee – 2.00% p.a.
Other – 80/20 share of outperformance.

Kuza Private Debt Fund