Kuza Asset Management https://kuza.africa Limited Tue, 12 Nov 2024 19:29:00 +0000 en-US hourly 1 https://kuza.africa/wp-content/uploads/2022/08/cropped-Screen-Shot-2022-08-02-at-13.59.17-32x32.png Kuza Asset Management https://kuza.africa 32 32 Kuza Individual Provident Plan https://kuza.africa/our-retirement-solutions/kuza-individual-provident-plan/?utm_source=rss&utm_medium=rss&utm_campaign=kuza-individual-provident-plan Thu, 23 Nov 2023 08:15:57 +0000 https://kuza.africa/?p=2794 Kuza Individual Provident Plan The Kuza Individual Provident Plan (IPP) is tailored to suit your needs, allowing you to save for a secure financial future at your own pace while maximizing returns and taking advantage of tax exemptions. Additionally, you have the option to consolidate all deferred benefits from previous employers using this plan. Who […]

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Kuza Individual Provident Plan

The Kuza Individual Provident Plan (IPP) is tailored to suit your needs, allowing you to save for a secure financial future at your own pace while maximizing returns and taking advantage of tax exemptions. Additionally, you have the option to consolidate all deferred benefits from previous employers using this plan.

Who should consider the Kuza Individual Provident Plan?

  1. Individuals looking to start a Personal Provident Plan and save for their future retirement needs.
  2. Those aiming to consolidate all deferred benefits held by previous employers into one personal plan for close monitoring.
  3. Individuals who are interested in starting a parallel retirement plan to augment their retirement savings and boost potential future income.
  4. Those seeking a plan to save specifically for post-retirement medical needs.

Benefits of the Kuza Individual Provident Plan

  1. Save on Tax.
  2. Consolidate your Deferred Benefits held by previous Employer Funds.
  3. Grow your savings in a safe environment.
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The post Kuza Individual Provident Plan appeared first on Kuza Asset Management.]]> Kuza Umbrella Retirement Benefits Fund https://kuza.africa/our-retirement-solutions/kuza-umbrella-retirement-benefits-fund/?utm_source=rss&utm_medium=rss&utm_campaign=kuza-umbrella-retirement-benefits-fund Thu, 23 Nov 2023 08:14:58 +0000 https://kuza.africa/?p=2806 Kuza Umbrella Retirement Benefits Fund The Kuza Umbrella is ideal for employers who want to deliver their retirement promises to their staff by adhering to an already existing scheme. You will leverage on economies of scale to achieve greater milestones better than setting up your own employer-sponsored stand-alone scheme.  It also helps you to contract […]

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Kuza Umbrella Retirement Benefits Fund

The Kuza Umbrella is ideal for employers who want to deliver their retirement promises to their staff by adhering to an already existing scheme. You will leverage on economies of scale to achieve greater milestones better than setting up your own employer-sponsored stand-alone scheme.  It also helps you to contract your staff out of NSSF Tier 2 contributions for safety and better returns.

Who should consider the Kuza Umbrella Retirement Benefits Fund?

  1. Businesses seeking to initiate a Retirement Plan for their employees.
  2. Businesses looking to transfer their company’s retirement arrangement from the current provider.
  3. Those in search of a superior fund that provides competitive returns.
  4. Businesses aiming for a cost-effective retirement arrangement that allows them to focus on their core operations.
  5. Employers who want to offer a retirement arrangement to their employees without imposing financial liabilities on those appointed to oversee it.
  6. Employers who wish to diversify their employees’ NSSF savings by opting out of Tier 2 contributions to an approved reference scheme/ fund. 

Benefits of the Kuza Umbrella Retirement Benefits Fund

  1. Save on Tax.
  2. Benefit from economies of scale.
  3. Grow your savings in a safe environment.
Read more
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Kuza Income Drawdown Fund

The Kuza Income Drawdown Fund (IDD) will empower you with unmatched alternatives for your post-retirement funds. You will preserve your right to continue owning your retirement savings, draw what you need for your day-to-day upkeep, and watch your fund balance grow even further with superior investment returns.

Who should consider the Kuza Income Drawdown Fund?

  1. Individuals seeking flexibility and control over their retirement funds.
  2. Those who prioritize the longevity of benefits, desiring sustained support throughout their retirement.
  3. Individuals wanting to actively participate in future returns generated from their money.
  4. Those preferring to take some time to deliberate before committing to the purchase of an annuity.

Benefits of the Kuza Income Drawdown Fund

  1. Save on Tax.
  2. Maintain control of your retirement savings.
  3. Grow your savings even as you draw down.
  4. Defer the annuity choice to a later date
  5. Access other value-add risk benefits as riders on your drawdown balance.
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The post Kuza Income Drawdown Fund appeared first on Kuza Asset Management.]]> Kuza Segregated Pension Mandate https://kuza.africa/our-retirement-solutions/kuza-segregated-pension-mandate/?utm_source=rss&utm_medium=rss&utm_campaign=kuza-segregated-pension-mandate Thu, 23 Nov 2023 08:12:32 +0000 https://kuza.africa/?p=2852 Kuza Segregated Pension Mandate Kuza Asset Management Limited is a registered investment manager with both CMA and RBA. This solid regulatory foundation speaks to our commitment to compliance and accountability. Moreover, we give the promise of fiducial peace through unmatched investment strategies and superior returns. Whether you want us to have a focused, asset-specific mandate […]

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Kuza Segregated Pension Mandate

Kuza Asset Management Limited is a registered investment manager with both CMA and RBA. This solid regulatory foundation speaks to our commitment to compliance and accountability. 

Moreover, we give the promise of fiducial peace through unmatched investment strategies and superior returns. Whether you want us to have a focused, asset-specific mandate or prefer to hand over the reins for the entire investment function of your fund, we are well-equipped to handle both scenarios.

Why should you consider opting in for the Kuza Pension Segregated Mandate?

  1. Extensive expertise in Segregated Mandates.
  2. Expertise in Fixed Income Mandates.
  3. Expertise in Offshore Investment Mandates.
  4. Shared Mandate to dilute single-sourcing risks.

Benefits of the Kuza Segregated Pension Mandate

  1. Unique investment value proposition only available with Kuza.
  2. Benefit from competitive performance based outcomes.
  3. Leverage asset specific expertise for accelerated growth and returns
  4. Create competitive platform for your investment management function.
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Kuza Money Market Fund (KES)

The Kuza Money Market Fund (KES) is designed with low-risk short-term-oriented investors in mind to provide them with an inflation-beating return with minimum risk exposure.

Allowable securities
The fund invests in short-term KES-denominated interest-bearing securities which include:
1. Bank Call and Fixed deposits.
2. Treasury bills issued by the Government of Kenya.
3. Short-Term Treasury bonds issued by the Government of Kenya.
4. Corporate bonds.
5. Commercial paper.
6. Collective Investment Schemes.

Why Invest in Kuza Money Market Fund (KES)
1. Preservation of capital.
2. Passive Income creation.
3. High Liquidity.

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

Management Fees
Annual Management Fee – 2.00%

Kuza Money Market Fund (KES) Fact Sheet
The post Kuza Money Market Fund (KES) appeared first on Kuza Asset Management.]]> Kuza Money Market Fund (USD) https://kuza.africa/products/kuza-money-market-fund-usd/?utm_source=rss&utm_medium=rss&utm_campaign=kuza-money-market-fund-usd Thu, 02 Mar 2023 07:14:03 +0000 https://kuza.africa/?p=1937 Kuza Money Market Fund (USD) The Kuza Money Market Fund (USD) is designed for investors seeking to hedge against exchange rate volatility by investing in USD-denominated short-term securities. Allowable securities The fund invests in short-term USD-denominated interest-bearing securities which include: 1. Bank Call and Fixed deposits. 2. Treasury bills issued. 3. Short-Tern Treasury bonds. 4. […]

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Kuza Money Market Fund (USD)

The Kuza Money Market Fund (USD) is designed for investors seeking to hedge against exchange rate volatility by investing in USD-denominated short-term securities.

Allowable securities
The fund invests in short-term USD-denominated interest-bearing securities which include:
1. Bank Call and Fixed deposits.
2. Treasury bills issued.
3. Short-Tern Treasury bonds.
4. Corporate bonds.
5. Commercial paper.
6. Collective Investment Schemes.

Why Invest in Kuza Money Market Fund (USD)
1. Preservation of capital.
2. Passive Income creation.
3. High Liquidity.
4. Hedge against local currency depreciation.

Minimum Investment
Minimum Initial Investment Amount – USD 100.
Minimum Top-up Amount – USD 50.

Management Fees
Annual Management Fee – 2.00%

Kuza Money Market Fund (USD) Fact Sheet
The post Kuza Money Market Fund (USD) appeared first on Kuza Asset Management.]]> Kuza Fixed Income Fund (KES) https://kuza.africa/products/kuza-fixed-income-fund-kes/?utm_source=rss&utm_medium=rss&utm_campaign=kuza-fixed-income-fund-kes Thu, 02 Mar 2023 07:13:16 +0000 https://kuza.africa/?p=1956 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 securitiesThe 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 Bonds2. Government Treasury Bills.3. […]

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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 1,000.

Management Fees
Annual Management Fee – 2.00%.

Kuza Fixed Income Fund Fact Sheet
The post Kuza Fixed Income Fund (KES) appeared first on Kuza Asset Management.]]> Kuza Momentum Fund (KES) https://kuza.africa/products/kuza-momentum-fund-kes/?utm_source=rss&utm_medium=rss&utm_campaign=kuza-momentum-fund-kes Thu, 02 Mar 2023 07:12:13 +0000 https://kuza.africa/?p=1981 Kuza Momentum 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. […]

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Kuza Momentum 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 250,000.
Minimum top-up amount – KES 100,000.
Lock-in period – 6 months.

Management Fee
Annual Management Fee- 2.00%

Kuza Momentum Fund Fact Sheet
The post Kuza Momentum Fund (KES) appeared first on Kuza Asset Management.]]> Kuza Shariah Momentum Fund https://kuza.africa/products/kuza-shariah-momentum-fund/?utm_source=rss&utm_medium=rss&utm_campaign=kuza-shariah-momentum-fund Thu, 02 Mar 2023 07:11:27 +0000 https://kuza.africa/?p=2975 Kuza Shariah Momentum Fund (KES) The Kuza Shariah Momentum 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 […]

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Kuza Shariah Momentum Fund (KES)

The Kuza Shariah Momentum 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 Fund?

The Kuza Shariah Momentum 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 250,000.

Minimum top-up amount – KES 100,000.

Lock-in period – 6 months.

Management Fees
Annual Management Fee – 2.00%

Kuza Shariah Momentum Fund Fact Sheet
The post Kuza Shariah Momentum Fund appeared first on Kuza Asset Management.]]> Kuza Private Wealth Management Fund https://kuza.africa/products/kuza-private-wealth-management-fund/?utm_source=rss&utm_medium=rss&utm_campaign=kuza-private-wealth-management-fund Thu, 02 Mar 2023 07:10:48 +0000 https://kuza.africa/?p=1990 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. […]

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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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