Professionally vetted and selected for your goals, we offer strategic investment options that lower risk and maximise growth.
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A unit trust operates as a collaborative investment venture, pooling resources from individual investors into a professionally managed fund encompassing diverse assets like equities and fixed income securities. It establishes a symbiotic relationship between investors (unit holders), the Custodian, and the trustee:- an independent entity, all governed by a legally binding deed registered with the Capital Markets Authority.
The pooled funds are then used to purchase a portfolio of financial securities. Depending on the objective of the unit trust, the type of securities to be bought can comprise of: equities (shares), bonds, cash, bank deposits etc. The unit trust portfolio is managed by a professional fund manager, while the assets are held by a bank acting as a custodian.
Unit trusts offer you:
Quick access to funds (liquidity)
Diversification of investments
Excellent returns
Expert decision making
Flexible and affordable investment
Access to your money anytime
Professional investment input in the creation of investment value
Lower/minimal investment costs
Interest in compounded monthly
No fixed amounts to invest periodically
The firm has been in business since 1845 and have vast experience in Enabling positive futures across the African continent.
XENO Investment Management Limited was founded in 2016, to make goal-based investment management services affordable and accessible to any group or individual in Uganda.
Insure, save, and invest with Britam Uganda. Our diverse range of financial solutions can help you achieve your goals and secure your future.
Sanlam Ugandas Unit Trust Scheme enables you to start investing for as low as Ugx 100000/-. Our funds offer capital preservation and a competitive yield.
ICEA lion Roots back 1895, ICEA Lion was integral to the dawn of commercial progress and opportunity in East Africa and they continue to shape the region’s financial landscape since then.