CIC Wealth Fund

CIC Wealth Fund is a low to moderate risk fund which invests in diversified high-yielding interest-bearing instruments. This fund is more aggressive than the money market fund. The objective is to attain an enhanced level of return.
The Fund manager uses a robust risk management framework to preserve invested capital. The investor can choose fixed placement tenure, which ranges from 3, 6, and 12 months.

FOR INVESTORS WHO :

🔸Capital preservation.
🔸Enhanced level of return with slightly elevated risk profile compared to Money market.
🔸Ideal for short term cash management.

Key Features
🔸Initial fee: Nil
🔸Annual Management Fee: below 5.0% Per annum.
🔸Minimum Investment: Kes 5,000,000.00.
🔸Minimum Additional Investment: Kes 1,000,000.00.
🔸Investment Periods: 3, 6, 12 Months.
🔸Risk profile: Low-Medium.

BENEFITS

🔸Liquidity: The client is able to withdraw their funds at short notice with no penalty fees.
🔸Flexibility: The client is able to switch or transfer funds to another fund that he/she may have with CICAM.
🔸Security: The fund invests in a diversified short term interest earning instruments.
🔸Competitive Returns: Enhances level of return within a robust risk management framework.
🔸Professional fund management: prospective investors benefit from the expertise of our seasoned investment managers.