Grow your wealth with Sanlam Allianz Investments Limited
Start investing with only KES 2,500
Speak with a Financial Advisor
You can rely on one of SanlamAllianz Unit Trust experts to ensure you get the right investment advice to grow your personal, group, or your business wealth.
Grow your wealth with SanlamAllianz Unit Trust
Reach your financial goals by making your money grow over time.
All you need to start investing is KES 2,500.
Rate of Return
| Fund | Period | Dates | Rate |
|---|---|---|---|
| SanlamAllianz USD Fixed Income Fund | 1-year | Jan 2025 - Dec 2025 | 7.40% p.a |
| SanlamAllianz Money Market Fund | 1-year | Jan 2025 - Dec 2025 | 13.40% p.a |
| SanlamAllianz Money Market Fund | 3-year | Jan 2023 - Dec 2025 | 14.40% p.a |
| SanlamAllianz Money Market Fund | 5-year | Jan 2021 - Dec 2025 | 13.14% p.a |
| SanlamAllianz Sterling Fixed Income Fund | 3-month | Sep 2025 - Dec 2025 | 1.30% |
Fund Updates
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FAQs
We charge a management fee of 1.5% for the Money Market Fund, 2% for the Balanced and Fixed Income Fund, and 1.5% for the USD Fixed Income Fund.
15% Witholding tax is charged on the interest earned. Different categories of people are exempt from the above tax and will need to provide the KRA tax exemption certificate.
Withdrawals of KES 200,000 and below can be sent via Mpesa within the same working day. Withdrawals above KES 200,000 or from the USD Fixed Income Fund account are paid withing three working days.
Investors have the flexibility to make multiple withdrawals at their discretion. We offer one free withdrawal per month, subsequent withdrawals within the same calendar month are subject to a frequency charge of KES 500 / USD 5
The minimum that can be redeemed is KES 1,000 from your Money Market Fund, Fixed Income and Balanced Fund account and USD 500 from your USD Fixed Income Fund account.
- A single applicant, or a person mandated to sign, issues the instruction from the email address given in the original application form or in which correspondence is received from us. In this case, the email address acts as the client’s signature.
- In the case of joint applicants (where both are to sign) or a corporate, all relevant signatories are required to sign the instruction to withdraw.
- If the email isn’t operational, a client will need to issue a signed instruction in which case the client’s signature will be used to verify the instruction.
The SanlamAllianz Unit Trust mobile app can also be used to initiate withdrawals.
No. Each client is notified through SMS and email every time a transaction occurs in their investment account. All money recovered is sent to the bank owner’s account or to their registered M-pesa number. This is a safety measure to ensure the security of your funds..
To update your details, kindly send an email to clientservice@sanlamallianzinvestments.com quoting your member number and the information that is to be updated.
Note: All transactions initiated after 9:00am will be processed on the next working day.