Personal Investment Account

This product is designed for individuals looking to put monies aside for the future. The account is maintained independently reflecting each investor’s participation in a particular security. We pool investments for cash deposits and fixed income investments (e.g. Government Securities) to take advantage of the economies of scale. There are three (3) categories on investment depending on the client’s risk perception and objectives as follows:

Asset Type of Fund    Tolerance Limit (% of Portfolio)

Fixed Income Fund    Treasury Bills &bonds, Corporate Bonds, Deposits

Equity Fund    Quoted stocks on the Nairobi Stock Exchange

Balanced Fund    60% treasury bills & bonds, corporate bonds, deposits & 40% quoted stocks on the NSE

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