I&M Capital Wealth Fund

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I&M Capital Wealth Fund

I&M Capital Wealth Fund is an open-ended Mutual Fund that invests in short term fixed income securities. The aim of the fund is to provide safety and income for investors who wish to set money aside for short term goals. Contributions of many investors are pooled to earn higher returns for individual investors. The fund can be operated as an instant savings account for customers looking to save and maximize returns.

The Fund aims to maximise income while preserving capital and minimizing risk. It is designed for individuals as well as Small and Medium Enterprises (SMEs) with surplus cash available for
investments.

I&M Capital Limited is regulated by The Capital Markets Authority of Kenya (CMA). The CMA is an Independent financial regulatory agency responsible for supervising, licensing, and monitoring activities of market intermediaries.

Salient Features

High liquidity (quick access to the money invested)

Monthly and lump sum contributions allowed

Interest is earned daily and compounded monthly

Minimum investment of KES. 5,000

Minimum top of KES. 2,000

Minimum withdrawal of KES. 2,000

One free withdrawal per month

Charge of Kes 500 for each additional withdrawal within the same month

Lock in period of 14 days for first time investors

Benefits

Safety – invested in relatively safe investments

Low investment costs

Diversification of investments

Investment decisions made by experts

Withdrawals are processed within 3 working days

Funds accessed at short notice without loss of interest

Returns on the fund will be displayed daily as below

As at 20th May 2022

Fund Name	Currency	Daily Yield	Effective Annual Rate
I&M Capital Wealth Fund	Kenya Shillings	8.96%	9.37%

Contact your Relationship Manager or our Investment Advisors for more details on our Wealth Management Services or email unittrust@imbank.co.ke