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Zimele Investment Plan

The Zimele Investment Plan is invested in shares of companies at the Nairobi Stock Exchange, and interest earning investments. Its focus is long-term growth, and as such, is ideal to investors with a medium-term to long term horizon. We recommend it to investors with a minimum holding period of not less than one year.

Features

Returns are in the form of increase in value of the units purchased. One can invest either on regular intervals or a lump sum amount at any frequency

Fees

Charges include a one-off administration fee of 3% on every new investment, and an annual management fee of 2.5%.

 

You can download the Zimele Investment Plan brochure (pdf) here

 

Zimele Investment Plan is Registered with the Capital Markets Authority as the Zimele Unit Trust Balanced Fund

 


 

 

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