Victor & Chengs Consulting

Victor & Chengs Consulting Victor & Chengs Consulting is your number one choice for Financial Advisory Services – Insurance, Banking, and Investments.

CIC Equity FundThe CIC Equity fund invests in professionally selected securities listed in the Nairobi stock exchange. T...
29/11/2022

CIC Equity Fund

The CIC Equity fund invests in professionally selected securities listed in the Nairobi stock exchange. The fund is suitable for the investor, who is seeking medium to long-term growth through capital gains from the investments.

This fund is ideal for investors:
 Seeking capital growth
 Potential to beat inflation
 With a long term focus on investment
 Ready to take some amount of risk- due to volatility in the stock market

Returns consist of dividends, capital gains and an interest portion. Dividend distributions are done twice a year in June and December. We recommend reinvestment of dividends into the funds to investor in order to benefit from compounded growth.

https://shop.chengsconsulting.com/product/cic-equity-fund/

CIC Wealth FundCIC Wealth Fund is a low to moderate risk fund which invests in diversified high-yielding interest-bearin...
29/11/2022

CIC Wealth Fund

CIC Wealth Fund is a low to moderate risk fund which invests in diversified high-yielding interest-bearing instruments. This fund is more aggressive than the money market fund. The objective is to attain an enhanced level of return.
The Fund manager uses a robust risk management framework to preserve invested capital. The investor can choose fixed placement tenure, which ranges from 3, 6, and 12 months.

FOR INVESTORS WHO :
🔸Capital preservation.
🔸Enhanced level of return with slightly elevated risk profile compared to Money market.
🔸Ideal for short term cash management.

Key Features
🔸Initial fee: Nil
🔸Annual Management Fee: below 5.0% Per annum.
🔸Minimum Investment: Kes 5,000,000.00.
🔸Minimum Additional Investment: Kes 1,000,000.00.
🔸Investment Periods: 3, 6, 12 Months.
🔸Risk profile: Low-Medium.

BENEFITS
🔸Liquidity: The client is able to withdraw their funds at short notice with no penalty fees.
🔸Flexibility: The client is able to switch or transfer funds to another fund that he/she may have with CICAM.
🔸Security: The fund invests in a diversified short term interest earning instruments.
🔸Competitive Returns: Enhances level of return within a robust risk management framework.
🔸Professional fund management: prospective investors benefit from the expertise of our seasoned investment managers.

https://shop.chengsconsulting.com/product/cic-wealth-fund/

CIC Dollar FundWho should invest?Investors who are seeking ;🔸Capital preservation whilst not seeking long-term capital g...
28/11/2022

CIC Dollar Fund

Who should invest?
Investors who are seeking ;
🔸Capital preservation whilst not seeking long-term capital growth.
🔸A high degree of capital stability and with a risk neutral appetite.
🔸Currency diversification.

Key Benefits
🔸Liquidity: The client is able to withdraw their funds at short notice with no penalty fees.
🔸Flexibility: The client is able to switch or transfer funds to another fund that he/she may have with CICAM.
🔸Security: The fund invests in government paper and liquid instruments.
🔸Competitive Returns: Interest is calculated daily and credited at the end of each month. As an institutional client, the fund benefits from placing deposits in large sums and as such is able to negotiate for competitive rates.
🔸Professional fund management: prospective investors benefit from the expertise of our seasoned professionals.

Outlook
The fund will continue to grow and hence the need to diversify in a range of USD denominated securities i.e largely Eurobonds and Fixed deposits while maintaining a conservative risk exposure. We expect the rate to maintain current levels.

https://shop.chengsconsulting.com/product/cic-dollar-fund/

CIC Money Market FundFOR INVESTORS WHO ARE SEEKING:🔸Capital preservation.🔸A high degree of stability.🔸A short term parki...
28/11/2022

CIC Money Market Fund

FOR INVESTORS WHO ARE SEEKING:
🔸Capital preservation.
🔸A high degree of stability.
🔸A short term parking bay for surplus fund particularly in times of market volatility.

Key Features
🔸Initial fee: Nil
🔸Annual Management Fee: 2% Per annum.
🔸Minimum Investment: Kes 5,000.00.
🔸Minimum Additional Investment: Kes 1,000.00.
🔸Distribution:
🔸Risk profile: Low.

BENEFITS
🔸Liquidity: The client is able to withdraw their funds at short notice.
🔸Flexibility: The client is able to switch or transfer funds to another fund that he/she may have with CICAM.
🔸Security: The fund invests in low risk and liquid instruments.
🔸Competitive Returns: Interest is calculated daily and credited at the end of each month. As an institutional investor, the fund benefits from placing deposits in large sums and as such is able to negotiate for competitive rates.
🔸Professional fund management: prospective investors benefit from the expertise of our seasoned professionals.

https://shop.chengsconsulting.com/product/cic-money-market-fund/

Old Mutual Bond FundThe portfolio aims to offer both income and capital growth through a well-diversified bond portfolio...
28/11/2022

Old Mutual Bond Fund

The portfolio aims to offer both income and capital growth through a well-diversified bond portfolio. The Fund invests in interest bearing assets such as Government securities, corporate bonds and money market instruments.

WHY INVEST IN THE BOND FUND?
▪️Provides affordable access and exposure to the Kenyan bond market
▪️Offers diversification from equity shares
▪️The fund aims to achieve capital growth by investing in long term fixed interest securities.
▪️Over time, the fund may produce returns more than a money market fund, but at higher risk.

https://shop.chengsconsulting.com/product/old-mutual-bond-fund/

Old Mutual Balanced FundFUND DESCRIPTIONThis is a multi-asset class fund which aims to grow capital steadily while provi...
28/11/2022

Old Mutual Balanced Fund

FUND DESCRIPTION
This is a multi-asset class fund which aims to grow capital steadily while providing income over the medium to longer term. The preservation of real capital is of primary importance in achieving this objective. The Fund is managed to comply with the investment guidelines set by the Capital Markets Authority. Returns are likely to be less volatile than those of an equity-only fund

WHY INVEST IN THE BALANCED FUND?
🔹Seek steady long-term capital growth
🔹Typically have an investment horizon of more than three years
🔹Are comfortable with taking on some risk of market fluctuation and potential capital loss, but typically less than that of an equity fund
🔹Ideal vehicle for medium to long-term investments
🔹Strong focus on capital preservation

https://shop.chengsconsulting.com/product/old-mutual-balanced-fund/

Old Mutual Equity FundThe fund seeks long term capital growth over the long term by investing in shares across all selec...
28/11/2022

Old Mutual Equity Fund

The fund seeks long term capital growth over the long term by
investing in shares across all selected industry sectors of the Nairobi Securities Exchange (NSE). This fund is suitable for investors who can withstand potential capital volatility in the shorter term although higher returns may be expected from five years or beyond.

WHY INVEST IN THE EQUITY FUND?
🔸A fund with a proven track record and investment style that has delivered superior performance over the long term
🔸The fund offers a carefully selected, well diversified basket of shares on the NSE.
🔸All shares are subject to rigorous, in-depth research
🔸This is a risky fund and is not for the short-term investor.
🔸The fund aims to achieve maximum capital growth over the
medium to long-term by investing in companies that are
undervalued relative to realistic growth prospects (Intrinsic value).

https://shop.chengsconsulting.com/product/old-mutual-equity-fund/

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Current interest yield is 9.41%The fund is a competitive yielding money market investment with low management fees and m...
28/11/2022

Current interest yield is 9.41%

The fund is a competitive yielding money market investment with low management fees and maximum security of capital. The fund seeks to maximize interest income while preserving capital and providing immediate liquidity through investment in high quality money market instruments.

The primary objective of the Old Mutual Money Market Fund is to generate income from a diversified portfolio while ensuring investment risk is contained.

WHY INVEST IN THE MONEY MARKET FUND?
🔘This fund is ideal for use as an emergency fund.
🔘It is ideal for risk-averse investors
🔘It could form the core fund of your portfolio’s cash component.
🔘The fund should produce higher returns than call deposits while interest rates are declining.
🔘The fund pays out income monthly.
🔘In rising interest rate environments, these funds will benefit
soonest from higher call deposit rates

https://shop.chengsconsulting.com/product/old-mutual-money-market-fund/

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Mpaka Road, Westlands
Nairobi
0100

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