Suitable for Investors:

Masaru Wealth Management Fund is suitable for investors:
• Looking for predictable Cash Flows;
• With low Risk Profile;
• Seeking capital stability;
• Focusing on medium term investment horizon

Features

Minimum Initial Investment: KES 1,000,000
Minimum Top up: KES 500,000
Investment Tenors: 6 months, 12 months, 18 months, 24 months
Investment Currencies: KES
Management Fee: 2.0%
Onboarding: Self service:
• Masaru Website
• Masaru Telegram Bot
• Masaru Whatsapp Channel
• Masaru USSD Channel
Top Up means: M-pesa, Airtel Money, T-Kash, PayPal, Visa
Initial Investment Charges: Nil
Investment Groups:
Individual
Investment Groups
Corporate Investments
Group Investments
Interest Payment: Options at: • Maturity • Monthly repayment • Semi-annually
Redemption: On Maturity, early withdrawal charges to apply when one breaks investment
Benchmark: Average return of 364 day T-bill plus 1%
Risk Profile: Conservative
Trustee: Cooperative Bank Kenya
Custodian: Stanbic Bank Kenya
Fund Manager: Orient Asset Managers Kenya
Investment Committee: Chaired by – Mr. Jude Anyiko, CFA

Portfolio Allocation

Securities Allocation
Government T-bills and Bonds 15-80%
Commercial Papers/Private Debt 20-40%
Fixed Deposits 15-20%
Cash and Call 15-20%

Contact Us

If you have any questions or concerns about us, please contact us at

info@masaru.africa