Business Banking
Business Banking
Business Banking
Investments

Unit Trust

This is a retail investment solution in the form of CBA Equity Fund and CBA Money Fund. Minimum of initial and top up amount KES 5,000.

We offer solutions for our customers who are seeking investment options beyond the normal placement of deposits at a bank. If you are considering investing in this way our Money Market Fund and or Equity Fund investment options can be tailored to meet your needs. 

A Unit Trust is an excellent way to accumulate wealth. It is a pool of savings by members. Fund Managers invest the pooled funds in selected securities. Each person receives units depending on the size and value of his/her investment. 

Benefits:

  • Pooled resources and diversified portfolio.
  • Professional managed by a registered fund manager.
  • Secure: They are controlled by the Collective Investment Schemes Regulations and the Capital Markets Act
  • Convenient: They are easy to buy and sell at any time, with option to switch from an Equity Fund to a Money Market Fund or vice versa.
  • Flexible: There is no fixed investment period.