This is a customized investment solution offered specifically to CBA’s Private Banking Clients across East Africa. It provides access to both listed equity and debt instruments through professionally structured and tailor-made investment portfolios. Minimum Investment Amount: KES 10 Million. The product comes in a choice of 3 portfolios that address different risk-return profiles.
KES 10 Million or Foreign currency Equivalent
CBA Invest Portfolio Options
- Low risk portfolio – invests only in interest earning securities
- Moderate portfolio – invests in a mix of fixed income securities and equities
- Aggressive portfolio – invest only in listed equities
- Customized and segregated investment portfolio
- Monthly statement showing performance of your investment portfolio
- Access to dedicated Portfolio Manager at all times.
- Access to regional and global investment markets research and trends.
- Free custodial services of investment portfolio.