Jubilee Asset Management Limited

Our Investment Accounts and Investment Funds

We have created a range of Investment Accounts to enable you access and invest in various Investment Funds. This will assist you achieve your financial goals and investment objectives in the most efficient and easy manner.

Your Investment Account determines the rules of your investment including contribution limits, tax benefits and access to your money.

Different Investment Accounts are suitable for different investment objectives.

The growth of your investment comes from the underlying Unit Trust or investment fund that you select.

General Accounts: Saving for Investment Goals

General Investment Account

An Investment Account that helps you save to meet your financial and investment goals in the short, medium, and long term.

Suitable for starting your investment journey to meet your future financial and investment goals.

Key Features

Minimums

Growth of your investment

Depends on your choice of unit trust fund or investment fund selected.

Direct access investment account

A simple and flexible Investment Account with ready access to your savings.

Suitable for meeting any financial goals in the short, medium, and long term.

Key Features

Minimums

Growth of your investment

Depends on your choice of unit trust fund or investment fund(s) selected.

Offshore investment account

An Investment Account for investing in foreign currency across different geographies and sectors.

Suitable for diversifying one’s portfolio across different global economies and regions outside of East Africa.

Key Features

Minimums

Growth of your investment

Depends on your choice of unit trust fund or ETF fund(s) selected.

Retirement Accounts: Saving For Retirement

Retirement Annuity

For saving and investing for your retirement in a tax-efficient manner, so that you can enjoy financial security after retirement.

Suitable for:

Key Features:

Minimums:

Key Restriction:

Growth of your investment

Depends on your underlying choice of Unit Trust and Investment funds.

Living Annuity

After retirement you can use a living annuity product to obtain a monthly income from your Accumulated retirement Savings.

Suitable for:

Key Features:

Minimums:

Key Restriction:

Growth of your investment

Depends on your underlying choice of Unit Trust and Investment funds.

Preservation Fund

If you are changing employment, you can transfer your retirement savings from your employer’s retirement fund or another fund to Jubilee Preservation Fund.

Suitable for:

Key Features:

Minimums:

Key Restriction:

Growth of your investment

Depends on your underlying choice of Unit Trust and other Investment funds Selected.

Income Drawdown Retirement Fund

For saving and investing for your retirement in a tax-efficient manner.

Suitable for:

Key Features:

  1. Continue drawing income from the Fund.
    Purchase an annuity with the balance of your
  2. Fund for a fixed monthly income (Pension)
  3. Withdraw the remaining investment balance as a lump sum.

Key Benefits

Growth of your investment

Depends on your underlying choice of Unit Trust and Investment funds.