Wealth Management
We have key experience in structuring bespoke investment solutions to suit your financial status, risk preferences, liquidity needs, and investment horizons.
Unit Trust Funds offer a simple, convenient and professionally managed way to invest your money. By pooling funds from multiple investors, Unit Trusts provide access to a diversified portfolio of assets such as money market instruments, bonds, equities and global investments, helping to manage risk while pursuing attractive returns.
Whether you are saving for a specific goal, building long-term wealth, generating regular income or preserving capital, our range of Unit Trust Funds offers solutions tailored to different investment objectives and risk profiles.
Why Invest in Our Unit Trust Funds?
- Professional Fund Management – Your investments are managed by experienced investment professionals who actively monitor markets and identify opportunities.
- Diversification – Gain exposure to a broad range of investment assets, reducing the risks associated with investing in a single security.
- Accessibility – Start investing with affordable minimum amounts and grow your portfolio over time.
- Liquidity – Access your funds when needed, subject to the terms of the specific fund.
- Transparency – Regular reporting and performance updates keep you informed about your investments.
- Regulated Investments – Our Unit Trust Funds are governed by applicable regulations, providing confidence and investor protection.
NCBA Unit Trust Funds Updated Forms
Collective Investment Schemes
NCBA UTFs Trust Deed
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1 MB
NCBA UTFs Information Memorandum
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926 KB
NCBA UTFs - Fixed Income Fund (USD)
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570 KB
NCBA UTFs - Fixed Income Fund (KES)
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551 KB
NCBA UTFs - Equity Fund
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513 KB
Supplemental Information Memorandum - NCBA Global Equity Special Fund
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568 KB
Supplemental Information Memorandum - NCBA Global Fixed Income Special Fund
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549 KB
Supplemental Trust Deed - NCBA Global Equity Special Fund
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653 KB
Supplemental Trust Deed -- NCBA Global Fixed Income Special Fund
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634 KB
Key Investor Information Document
Disclaimer; “The Capital Markets Authority does not take responsibility for the soundness of the scheme. Past performance is not reflective of future performance. Prices and income can vary upwards or downwards. The right to redeem may be suspended”