PERSONAL WEALTH MANAGEMENT

INVESTMENT OBJECTIVE

The portfolio’s investment objective is to minimize risk through investment in fixed income investments for capital preservation and to maximize return through capital growth and interest generation and reinvestment.

INVESTMENT STRATEGY

The portfolio will predominantly invest in highyielding fixed income securities (government bonds, private placements and Collective Investment Schemes) in the Kenyan capital market. An active portfolio strategy shall be employed to maximize return.

PORTFOLIO BENEFITS

AAAM has a detailed due diligence process conducted on potential investment opportunities. This is aimed at selecting investment grade
investments for the portfolio with minimal risk exposure. Our aim is not only return optimization but protection of client’s investments.

MINIMUM INVESTMENT

KShs. 10,000,000

Portfolio Characteristics

Risk Profile: Medium
Investment Objective:  Return Maximisation.
Liquidity : Low
Investment Type: Domestic - Fixed Income
Management Fee: 2%
Expected Return: 12.5%

Application Documents