We manage assets to the rules each institution sets.
Our clients include pension schemes, endowments, foundations, public entities and chamas, and we report clearly to their boards and trustees.
Fund management
Funds and mandates for institutions
We run actively managed portfolios for retail and institutional investors, including our unit trust funds and our flagship Investcent Hedge Fund.
NCBA Bank Kenya PLC acts as trustee and I&M Bank Kenya as custodian, so fund assets are held independently.
Mandates we manage
Full mandate
We manage all of a scheme's assets and report on them in full.
Special mandate
We manage one asset class or strategy within your portfolio, alongside your other managers.
Separately managed accounts
We run a dedicated portfolio in which you own every security directly.
Unit trust funds
Institutions can invest in our four funds alongside individuals.
Who we work with
Explore our institutional services
Pension funds
We run individual and umbrella schemes and manage full or special mandates for trustees.
Explore pension fundsEndowments and foundations
We balance long-term growth with the spending your mission needs.
Explore endowmentsPublic funds
We manage treasury and liquidity for public entities and statutory funds.
Explore public fundsChamas and investment groups
We manage a portfolio for the money your group pools together.
Explore chamas
Enquiries
Talk to our team
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Talk to our team
Leave your details and the right adviser will come back to you within one working day.
Important information
The value of investments can fall as well as rise, and past performance is not a guide to future returns.