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I&M Capital

I&M Bank Kenya - I&M Capital Special GBP Fixed Income Fund

I&M Capital Special GBP Fixed Income Fund

A sterling-based unit trust offering a diversified portfolio of fixed income exposure and regular income opportunities from £10,000. Designed for investors with a moderate to high risk tolerance and understanding of derivatives.

I&M Capital Special GBP Fixed Income Fund

The Special GBP Fixed Income Fund (GBP SF) aims to generate a regular income stream over the medium term. The fund invests in a diversified portfolio of fixed income assets and the valuation and performance reported in GBP. The fund seeks to invest in income generating securities providing liquidity that sufficiently matches the underlying investment objectives. The Special GBP Fixed Income Fund is a high-risk investment fund. It is designed for investors with a moderate to high risk tolerance and understanding of derivatives. Generally safer than equities, but risk levels depend on bond type and credit quality. The Fund also uses derivatives. The fund is managed with considerable risk assumption with active management of duration, yield, credit, currency and liquidity risks.

F

Features

  • Minimum initial investment of GBP 10,000
  • Minimum top-up of GBP 1,000
  • Minimum withdrawal of GBP 1,000
  • Interest accrued daily and distributed at the end of each month
  • Monthly compounding
  • No Lock in period
  • High liquidity, funds are accessible within 3 working days
  •  No loss of interest for withdrawals
  • No charges for withdrawals

Benefits

  • Diversified exposure to foreign currency-denominated fixed income as-sets.
  • Low investment cost
  • Investment decisions made by experts

Frequently Asked Questions

The Special GBP Fixed Income Fund aims to generate a regular income stream over the medium term. The fund invests in a diversified portfolio of fixed income assets and the valuation and performance reported in GBP. The fund seeks to invest in income generating securities providing liquidity that sufficiently matches the underlying investment objectives.

The Special GBP Fixed Income Fund is a medium to high-risk investment fund. It is designed for investors with a moderate to high risk tolerance and understanding of derivatives.

The fund invests in a diversified portfolio of fixed income in assets within Kenya and foreign currency denominated fixed income across global markets offshore. The Fund also uses derivatives to manage currency risk.

The fund is suitable for both individual and institutional investors seeking diversified exposure to foreign currency-denominated fixed income assets, across global markets. It is designed for those with a moderate to high risk tolerance, an understanding of derivatives.

Yes, Companies/ Institutions/ Registered Investment clubs (Chamas) may invest in the fund, however it should be noted that interest will be subject to corporate tax rates.

Yes, Kenyans living abroad and foreigners in Kenya can invest in the fund provided that they hold a valid KRA PIN and have a bank account with I&M Bank.
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