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Absa Asset Management Limited

In managing client funds, the cornerstone of our investment philosophy is three-fold

This means we aim at identifying correctly priced and/or undervalued assets then purpose to strategically embed them in the appropriate economic cycles for maximum return generation within the acceptable risk tolerance levels.

Value growth

Income generation

Value preservation

Let us contact you Find out how to sign up

personalproposition

Absa Shilling Money Market Fund
Suitable for investors who seek low-risk, high-interest portfolio, especially during times of high stock market volatility.

Offers capital stability and immediate liquidity.

The fund invests in interest-bearing securities and other short-term money market instruments.

Investment risk level — low-risk investment offering high yield, income stability and immediate liquidity

Recommended investment horizon - short term

Fee structure: initial fee - 0% annual management fee - 2% per annum

View fund fact sheet
Absa Dollar Money Market Fund
Suitable for investors who seek low-risk, high-interest portfolio but in USD

Offers capital stability and immediate liquidity.

The fund invests in interest-bearing securities and other short-term money market instruments.

Investment risk level — low-risk investment offering high yield, income stability and immediate liquidity

Recommended investment horizon - short term

Fee structure: initial fee - 0% annual management fee - 1% per annum

View fund fact sheet
Absa Balanced Fund
Suitable for investors who seek to invest in a balanced portfolio offering exposure to all sectors of the market

The fund invests in listed shares and fixed income securities. The fund will have a bias towards equities offering long-term value

Investment risk level - medium-risk investment

Recommended investment horizon - medium to long term

Fee structure: initial fee – 0% annual management fee - 2% per annum

View fund fact sheet
Absa Equity Fund
Suitable for investors seeking medium to long-term capital growth in their portfolios. The fund aims to offer superior returns over the long term by maximising long-term capital growth

The fund invests primarily in companies listed in the regional Stock Exchanges, which show above average prospects for future growth

Investment risk level - medium to high-risk investment

Recommended investment horizon - Long term

Fee structure: initial fee - 0% annual management fee - 2% per annum

View fund fact sheet
Absa Fixed Income Fund
Easy and convenient access to treasury and corporate bond returns

Potential for earning capital gains in addition to interest income

No lock-up period or prescribed tenor

Minimum volatility of expected returns

Regulated by the Capital Markets Authority (CMA)*

Professional management of invested funds

View fund fact sheet
Sign up for Unit Trust

How to sign up:

Download the applicable form/s below, fill in and email them to us at:
absakenyaassetmanagementcustomerservice@absa.africa

Required forms:

Application form for individuals

Application form for corporates

Risk profiler for applicant

Additional forms:

Unit Buying Form

Unit switching form

Unit selling form

Change of details form

Incorporatation documents:

Trust deeds and rules

Information memorandum

This proposition is recommended for, among other:

Companies with over a certain number of the employees with no existing staff pension scheme/fund
Companies with existing internally managed staff gratuity funds or long-service staff benefits
Companies with existing staff pension schemes that are open to a change of fund manager or appointment of a second or third fund manager
Insurance funds management
Specialist funds management
Investment advisory services

Suitable for investors seeking medium to long-term capital growth in their portfolios. The proposition aims to offer superior returns over the long term by maximising long-term capital growth on bespoke accounts.

The Absa Individual Pension Plan Fund is a pension savings product meant to provide a convenient, secure and tax-efficient platform for accumulating a sum of money for a secure retirement; through consistent monthly contributions and/or transfers from other pension funds.

The pension contributions are professionally invested to enhance growth and safety during the pre-retirement phase of the contributor. Upon reaching retirement stage the accumulated funds are accessible by the pensioner as income/pension to support themselves through retirement.

Benefits
Income Tax relief on contributions up to Kshs 20,000 per month.

Exemption of payment of capital gains tax on investment returns.

Part of your pension benefits may be paid as tax-free cash lumpsum.

You can transfer-in your benefits from other schemes at no cost or tax.

Excellent customer service from Absa.
Requirements
Filled application form

Copy of ID/passport

Copy of KRA PIN

The Absa Retirement Benefit Fund is a fund that pools the retirement investments of multiple employers thereby reducing the average cost per member and enhancing the overall returns and benefits to both the employer and the employees.

Benefits to employees
Contributions are tax deductible to both the employer and the employee subject to set limits by Kenya Revenue Authority.

High investment income: your contributions are prudently invested to ensure competitive returns.

Portability of benefits: In the event of changes in employment, an employee is free to transfer accumulated benefits to any other registered retirement scheme.

Pension-backed mortgage: the law allows a member to assign up to 60% of the accumulated fund towards financing the purchase or construction of a house.

On death prior to retirement age, the total accumulated fund becomes payable to the employee’s appointed beneficiaries.

Peace of mind -The funds are managed by retirement fund professionals who are accountable and ensure the fund is compliant. They also commit to delivering value to our members
Benefits to employers
Ability to attract and maintain qualified staff.

Motivated and productive staff.

Save money through tax exempt employer contributions.

Enhance your brand value as an organization.

Compliance with legal requirements on employee retirement benefits.

Superior returns to accelerate the compounding of retirement benefits for your staff.
Requirements
Requirements for employers

Letter appointing Absa Asset Management Limited

Board resolution

Signed deed of adherence

Certificate of incorporation

Company KRA PIN certificate

Requirements for employees

Filled application (member) form

Copy of ID

Copy of PIN

Notice of Annual General Meeting

Proxy form

Annual report and audited financial statements

Absa Dollar Money Market Fund

Absa Balanced Fund

Absa Equity Fund

Absa Fixed Income Fund

Absa Shilling Money Market Fund

Are you interested in applying?

Fill out the form below and we will contact you to get started

Which solution are you interested in?

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Phone number *

Email address *

Any additional information you would like to add:

Branch *

Existing customer

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How to sign up:

Download the applicable form/s below, fill in and email them to us at:
absakenyaassetmanagementcustomerservice@absa.africa

Required forms:

Application form for individuals

Application form for corporates

Additional forms:

Unit Buying Form

Unit switching form

Unit selling form

Change of details form

Product terms and conditions:

Absa Asset Management disclaimer

Trust deeds and rules

Information memorandum

Frequently asked questions

Money Market Fund FAQ infographic

FAQs on Absa Unit Trust Funds

Absa Asset Management Limited is a fully owned subsidiary of Absa Bank Kenya PLC, a publicly listed commercial bank with a rich history of offering financial services in Kenya for over 100 years. Absa Asset Management Limited is licensed and regulated by the Capital Markets Authority (CMA) and the Retirement Benefits Authority (RBA) to offer investment management and advisory services to both institutions and individuals.

Please note that Absa Asset Management Limited’s website is currently under construction. For more information, reach us on absakenyaassetmanagementcustomerservice@absa.africa