Sanlam Unit Trust Scheme
Sanlam Money Market Fund
The Sanlam Money Market Fund is suitable for customers who wish to invest their money over a short period (1-12 months) through regular or once-off savings.
Sanlam Fixed Income Fund
The Sanlam Fixed Income Fund is a low-medium risk unit trust fund that seeks to provide unit holders long-term capital appreciation and a high level of income by investing primarily in mid to long term government bonds, high quality corporate bonds, equities and money market securities.(Equities 30% and fixed income 70%.) This is a low to medium risk fund with a risk rating of 1.68-2.35 (based on Pan Africa's rating scale of 0-3). This fund is suitable for the medium risk investor, who is seeking long term growth through dividends and capital gains from the investments. It is aimed at investors looking for a mixture of safety, income, and capital appreciation. The recommended investment period is 3 to 5 years. Returns consist of an interest and a dividend portion and are credited quarterly. It is recommended that the income be re-invested into the fund so as to maximize ivestments returns through compounded growth.

Features

  • The price is market driven. The initial price was KSh10/=
  • The minimum investment for an account is Kshs 2,500/= minimum top up Kshs 1000/=
  • The minimum amount required to open an account is Kshs 2,500/= minimum top up Kshs 1000/=
  • Interest is accrued daily and distributed to you every quarter
  • Investment deposits can be made through pay bill 888111 or cash deposits at CFC Stanbic Bank
  • You can access your money any time through the our asset management app
  • You can switch to the other funds once every month for free
  • Assets and funds are held securely in a CFC Stanbic Custody Account
Sanlam Balanced Fund
The Sanlam Balanced Fund seeks to provide investors long-term capital appreciation by investing primarily in mid to long term government bonds, high quality corporate bonds, equities and money market securities. (Equities 40% and 60% fixed income.) This is a medium risk fund with a risk rating of 2.36-3 (Based on Pan Africa's rating scale of 0-3.) This fund is suitable for the medium risk investor, who is seeking long term growth through dividends and capital gains from the investments. It is aimed at investors looking for a mixture of safety, income, and capital appreciation. The recommended investment period is 3 to 5years

Features

  • The minimum investment for an account is Kshs 2,500/= minimum top up Kshs 1000/=
  • Investment deposits can be made through pay bill 888111 or cash deposits at CFC Stanbic Bank
  • You can access your money any time through the mobile app
  • You can switch to the other funds once every month for free
  • You can access an emergency amount every month through the mobile money platform
  • Funds are held securely in a CFC Stanbic Custody Account
Sanlam USD Fixed Income Fund
The Sanlam USD Fixed Income Fund is a fund that aims to provide investors with capital preservation. The fund offers a competitive and consistent attractive level of regular income in US Dollars. The key investments in the fund are fixed income securities such as Government Debt - Kenya Eurobonds, bank and call deposits with local commercial banks denominated in US Dollars. The minimum investment is USD 2,500.

Benefits

  • Interest: Interest is calculated daily and compounded monthly.
  • Accessibility: Funds are availed within 3 working days of issuing a withdrawal request.
  • Fees: There are no entry fees on the fund.
  • Withdrawals: We allow one free withdrawal per month.
  • Flexibility: The period to invest is not fixed or contractual.
  • Top ups: Investor can top up anytime– minimum top up is USD 500.
  • Statements: Sent on the 5th working day of every month
Sanlam Special Sterling Fixed Income Fund
special fund