We offer a selection of unit trusts to suit the requirements of all investors.

Fund Information

Name: ICEA Unit Trust Funds
Fund Manager: ICEA Asset Management Limited
Trustee: Kenya Commercial Bank Limited
Custodian: Barclays Bank of Kenya

ICEA Equity Fund

This fund is suitable for investors wishing to have exposure to a portfolio of shares listed on the Stock Exchange. It is suitable for investors who understand the risks attached to investing in listed equities and who have a medium to long term investment horizon. Because of the nature of the underlying investment this fund is expected to deliver long term capital appreciation but investors are warned that it may be volatile from time to time

ICEA Growth Fund

This fund invests in a mix of listed equities for capital growth and interest bearing assets such as fixed deposits, Treasury Bills and Treasury Bonds for income. It is suitable for investors who are seeking moderate investment risk with a reasonable level of income and some prospect of capital appreciation.

ICEA Money Market Fund

This fund invests in interest bearing assets such as fixed deposits, commercial paper, Treasury Bills and Treasury bonds to provide capital preservation and a high level of income. It is suitable for risk averse investors who require regular income and for whom capital growth is not a prime objective.

If you would like more information on how to invest in unit trusts please contact us and we will arrange you one of our financial advisors to be in touch with you immediately.

Why Choose ICEA Unit Trusts

Safety: ICEA is one of the leading insurance companies in East Africa with assets in excess of Kshs 17 billion and a proud history of service since 1964.
Convenience: Buying and selling unit trusts is so simple, you just complete an application form and we do the rest.
Diversification: It is expensive and challenging for the average investor to acquire a diverse portfolio of financial assets such as shares, bonds and Treasury Bills. When you invest in a unit trust you are buying into a diverse pool of assets that is professionally managed
Affordability: It can be expensive to construct and manage your own portfolio of assets. In a unit trust the costs of acquiring assets is paid by the trust and spread across the entire pool of unit holders

Before deciding which trust best matches your requirements you should consider the following important information

•    Past performance is not necessarily a guide to future investment performance and there are no guarantees on the investor’s capital. The value of units can fall as well as rise on  a daily basis , depending on the performance of the underlying investments
•    Investors should refer to the Information Memorandum and other incorporation documents available at the offices of the Fund Manager for full terms and conditions attaching to their investment in the unit trust
•    Should you have any doubts or require further clarification you are advised to consult your professional investment advisor

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More Information 

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