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    Genghis Hela Imara Fund: Download

    Uploaded by

    Erick M'bwana
    The Genghis Hela IMARA Fund is a conservative money market fund that aims to preserve capital through short-term secure investments and provide liquidity. It offers flexibility through moderate contributions and compounding interest rates that are published daily and credited monthly. The minimum investment is KSh 500 and it is suitable for short-term goals under 3 months with low risk appetite. A 2% annual management fee applies to funds invested.

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    Genghis Hela Imara Fund: Download

    Uploaded by

    Erick M'bwana
    63 views2 pages
    The Genghis Hela IMARA Fund is a conservative money market fund that aims to preserve capital through short-term secure investments and provide liquidity. It offers flexibility through moderate contributions and compounding interest rates that are published daily and credited monthly. The minimum investment is KSh 500 and it is suitable for short-term goals under 3 months with low risk appetite. A 2% annual management fee applies to funds invested.

    Original Title

    Hela-Imara-Flyer-AM_

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    The Genghis Hela IMARA Fund is a conservative money market fund that aims to preserve capital through short-term secure investments and provide liquidity. It offers flexibility through moderate contributions and compounding interest rates that are published daily and credited monthly. The minimum investment is KSh 500 and it is suitable for short-term goals under 3 months with low risk appetite. A 2% annual management fee applies to funds invested.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    63 views2 pages

    Genghis Hela Imara Fund: Download

    Uploaded by

    Erick M'bwana
    The Genghis Hela IMARA Fund is a conservative money market fund that aims to preserve capital through short-term secure investments and provide liquidity. It offers flexibility through moderate contributions and compounding interest rates that are published daily and credited monthly. The minimum investment is KSh 500 and it is suitable for short-term goals under 3 months with low risk appetite. A 2% annual management fee applies to funds invested.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    GENGHIS HELA IMARA FUND

    5 Reasons to open an account today

    Download Capital Preservation - Investments are made in short term


    secure investments.

    Liquidity - You can cash in all or part of your investments at


    any working day, as and when the need arises.

    Flexibility - You can contribute moderately/ infrequently,


    yet you are still part of a large and diversified portfolio with a
    good rate.

    Rate - Which is published daily, NET of fees (but gross of


    withholding tax on interest earned). The rate is determined
    by the underlying assets on any given day.

    Interest - Enjoy compounding of interest earned; computed


    daily and credited monthly.

    0709 185 000 | 0730 145 000 | [email protected]


    Hela IMARA
    Unit Trust Fund
    Money Market Investments

    Risk Profile
    • This is a conservative risk fund and ideal for clients who have a low risk appetite.
    • The fund risk is limited due to the short term maturity profile of the assets.
    • The fund is ideal during times of low stock market returns.

    Who Should Invest?


    • People looking to save for short term goals e.g. for a holiday, a car or educational expenses.
    • It is a good investment and alternative for individuals who hold saving accounts and/or are Sacco
    members.
    • The recommended investment period is a minimum of 3 months.

    Returns on the Money Market Fund


    • Interest is computed and earned daily, and credited to the client’s account monthly for clients’ access.
    • It is recommended that the income be reinvested into the fund so as to maximize investments returns
    through compounding of the monthly interest and the principal amount.

    How to Invest
    Download the G-Kuze App from Google Play or Apple App Store.
    Follow the steps to register and activate account.
    Alternatively, reach out to our Client Relations team for direct account opening.

    • Minimum Investment amounts: KES 500.


    • The minimum additional/top up amount is KES 500.

    You can top up your account at any time through any of the following convenient options:
    • Using G-Kuze App (Mpesa, Credit/Debit Cards).
    • M-Pesa Paybill (Paybill 819392. Account number - Your member number).
    • Bank Transfers (Bank account details on G-Kuze).

    Fund Charges
    • A management fee of 2% per annum of funds under management is applicable.
    • The management fee typically would be funded by the return generated and not the principal
    investment amount.
    • The interest earned is subject to 15% Withholding tax.

    Please note the following: Past performance is not necessarily a guide to future investment performance. The value of units as well as the income may go down as
    well as up and in certain specified circumstances the right to redeem your units may be suspended. The Income distributions to unit holders of Genghis Capital
    Unit Trusts are subject to withholding taxes unless where an entity is exempted by the authority.

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