Scribd
Upload
33 views1 page

Bond Plus One Pager

Britam Asset Managers offers low to medium risk fixed income investment options, including Treasury Bills, Treasury Bonds, and Bank Deposits. Their BRITAM Bond Plus Fund is an open-ended investment with an average return of 13.00 – 14.00% per annum, suitable for short to medium-term goals, and allows interest payments upon request. The fund has no initial fees and funds can be accessed within 24-48 hours of request.

Uploaded by

JosmarLiz
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
33 views1 page

Bond Plus One Pager

Britam Asset Managers offers low to medium risk fixed income investment options, including Treasury Bills, Treasury Bonds, and Bank Deposits. Their BRITAM Bond Plus Fund is an open-ended investment with an average return of 13.00 – 14.00% per annum, suitable for short to medium-term goals, and allows interest payments upon request. The fund has no initial fees and funds can be accessed within 24-48 hours of request.

Uploaded by

JosmarLiz
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 1

BRITAM ASSET MANAGERS – FIXED INCOME INVESTMENT OPTIONS

Britam Asset Managers is the market leader in the provision of low risk, fixed income investment
solutions.

We invest client funds in the below fixed income assets:


❑ Listed Treasury Bills
ABOUT US
❑ Listed Treasury Bonds
❑ Bank Deposits
❖ Incorporated in
Our investment options include; 2004 to offer
quality Fund
A. BRITAM BOND PLUS FUND
Management and
• It is a low to medium risk investment suitable for short term to
medium terminvestment goals. Investment
⚫ ***Recommendable investment period is at least 12 Advisory Services
months tomaximize return
⚫ Interest is earned on a daily compounding basis. ❖ Licensed by
⚫ It is an open-ended investment. Funds are availed within 24-48 hours Capital Market
of request. Authority (CMA)
⚫ Interest rate fluctuates daily depending on market performance. and Retirement
⚫ ** Interest can be paid out monthly upon request Benefits Authority
⚫ No initial fee or charges are applied to the fund. (RBA)
⚫ Average return is between 13.00 – 14.00% p.a
⚫ Interest declared/published is net of fees but gross of tax(15%
withholding tax on interest only). ❖ Excess of Kes
⚫ The minimum initial investment and top up amounts is Kes. 1,000 200 Billion
Investors Assets
Sample projection @13% per annum Under
Management

Withholding Tax Monthly Net Investment


Period Amount Gross interest (15%) Interest value
1 1,000,000.00 10,881.71 1,632.26 9,249.45 1,009,249.45
2 1,009,249.45 21,864.07 3,279.61 18,584.46 1,018,584.46
3 1,018,584.46 32,948.01 4,942.20 28,005.81 1,028,005.81
4 1,028,005.81 44,134.47 6,620.17 37,514.30 1,037,514.30
5 1,037,514.30 55,424.40 8,313.66 47,110.74 1,047,110.74
6 1,047,110.74 66,818.76 10,022.81 56,795.95 1,056,795.95
7 1,056,795.95 78,318.51 11,747.78 66,570.73 1,066,570.73
8 1,066,570.73 89,924.62 13,488.69 76,435.93 1,076,435.93
9 1,076,435.93 101,638.09 15,245.71 86,392.37 1,086,392.37
10 1,086,392.37 113,459.89 17,018.98 96,440.91 1,096,440.91
11 1,096,440.91 125,391.05 18,808.66 106,582.39 1,106,582.39
12 1,106,582.39 137,432.56 20,614.88 116,817.67 1,116,817.67

***Disclaimer: The Indicative Rate of return shall not be guaranteed, and past performance
doesnot guarantee future investment performance. The indicative rate is not fixed and may,
as such,vary from time to time depending on the investment period and prevailing economic,
political orsocial circumstances. T&C's apply.

You might also like

pFad - Phonifier reborn

Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


Alternative Proxies:

Alternative Proxy

pFad Proxy

pFad v3 Proxy

pFad v4 Proxy