COMPARISON GRAPH
(UNIT TRUST, TBILLS, FIXED DEPOSITS, ODYSSEY)

Lump-Sum Investments

This option aims at providing the client with a fixed interest return on a fixed amount for a fixed period. Ideal for investors who are seeking short term capital preservation and growth

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INVESTMENT PLAN

KSH

50,000 - 99,999
  • Risk Profile: Moderate
  • Minimum Investment: 50,000
  • Maximum Investment: 99,999
  • Interest Rate: 15%

KSH

500,000 - 999,999
  • Risk Profile: Moderate
  • Minimum Investment: 500,000
  • Maximum Investment: 999,999
  • Interest Rate: 20%

KSH

1,000,000 +
  • Risk Profile: Moderate
  • Minimum Investment: 1,000,000
  • Maximum Investment:¬†none
  • Interest Rate: 22%

Monthly Investments

This option aims at providing the client with interest bearing return for an array of tenors. It is ideal for you if you would like to invest on a monthly basis instead of investing a lumpsum based off your cash flows

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INVESTMENT PLAN

KSH

10,000 - 19,999
  • Risk Profile: Moderate
  • Minimum Investment: 10,000
  • Maximum Investment: 19,999
  • 1 Year: 14%
  • 2 Years: 15%
  • 3 Years: 16%
  • 4 Years: 17%
  • 5 Years: 18%

KSH

20,000 +
  • Risk Profile: Moderate
  • Minimum Investment: 20,000
  • Maximum Investment: no limit
  • 1 Year: 16%
  • 2 Years: 17%
  • 3 Years: 18%
  • 4 Years: 19%
  • 5 Years: 20%