Wealth Management
We have key experience in structuring bespoke investment solutions to suit your financial status, risk preferences, liquidity needs, and investment horizons.
Unit Trusts
NCBA Unit Trust Funds are collective investment scheme constituted under a trust deed for the collective benefit of unit holders
Key Features
- Each fund has a stated purpose/investment philosophy or asset allocation.
- The Unitholder is the beneficiary under the trust deed.
- Fund Manager pass through all income net of expenses to Unitholders.
- Unit trust funds are regulated by the Capital Markets Authority.
- NCBA Unit Trust Funds are Sponsored by NCBA Bank Kenya PLC and Managed by NCBA Investment Bank. The Trustee of the Funds is KCB Bank Kenya PLC and the Funds Custodian is NCBA Bank Kenya PLC.
- Before investing in the Funds, prospective clients are encouraged to complete a self-administered risk assessment questionnaire provide on this link
- The NCBA Unit Trust Funds can be accessed through the NCB NOW App or manual application through the NCBA Branch Network.
NCBA Unit Trust Funds Updated Forms
Monthly Insights August 2023
Investment in short term government securities delivered the strongest returns to investors, outperforming returns from Nairobi Securities Exchange listed equities.
