Wealth Management
We have key experience in structuring bespoke investment solutions to suit your financial status, risk preferences, liquidity needs, and investment horizons.
Disclaimer: “The Authority does not take responsibility for the soundness of the scheme”. “Past performance is not reflective of future performance ”. “Prices and income can vary downwards or upwards ”. “The right to redeem may be suspended”
NCBA Offshore Funds | Global Equity & Global Fixed Income Funds in USD
Diversify your portfolio beyond local markets with the NCBA Offshore Funds, professionally managed USD-denominated investment solutions that give Kenyan investors access to global opportunities. Whether you’re seeking long-term capital growth through international equities or stable income through global fixed-income securities, NCBA Investment Bank offers a regulated pathway to invest globally while benefiting from expert portfolio management.
Our flagship offshore investment solutions include:
- NCBA Global Equity Fund (USD)
- NCBA Global Fixed Income Fund (USD)
These funds are designed to help investors diversify across geographies, currencies, sectors, and asset classes while reducing concentration risk in local markets.
NCBA Global Equity Fund (USD)
The NCBA Global Equity Fund is a USD-denominated investment fund designed for investors seeking long-term capital appreciation through exposure to global stock markets. The Fund invests in a diversified portfolio of international equities through carefully selected ETFs and mutual funds, providing access to leading global companies, innovation-driven sectors, and long-term investment themes.
Suitable For
- Investors seeking long-term capital growth.
- Individuals looking to diversify globally.
- Professionals and business owners with USD savings.
- Investors seeking exposure to international markets.
NCBA Global Fixed Income Fund (USD)
The NCBA Global Fixed Income Fund is a USD-denominated fund that provides investors access to a diversified portfolio of international fixed-income securities. The Fund invests across global government bonds, investment-grade securities, high-yield bonds, and short-term fixed-income instruments, helping investors generate income while maintaining portfolio diversification.
Suitable For
- Income-focused investors.
- Conservative investors seeking global diversification.
- Individuals holding USD savings.
- Investors seeking portfolio stability and diversification.
Why Invest in NCBA Offshore Funds?
- Diversify Beyond Local Markets: Many investors concentrate their portfolios within a single market or currency. NCBA Offshore Funds provide access to global opportunities that can help reduce portfolio concentration risk and broaden investment exposure.
- Benefit from Currency Diversification: Investing in USD-denominated funds helps investors diversify currency exposure and complement local currency investments.
- Access Professional Fund Management: NCBA Investment Bank combines local expertise with global investment access to help investors navigate international markets confidently.
- Invest with Confidence: NCBA Investment Bank is licensed and regulated by the Capital Markets Authority (CMA), giving investors access to professionally managed and regulated investment solutions.