The Jubilee High-Interest Deposit Fund seeks to optimize returns by investing primarily in short-term money market instruments. The aim is to preserve capital, provide liquidity, and give investors more attractive returns on cash deposits than would be obtained from an ordinary bank account.
Key Features:
- Higher returns on cash deposits
- Diversified portfolio, liquidity, and ease of convenience
- Preservation of capital
- Attractive option for short-term investments
- Investment Horizon: 1–24 Months
- Investment Risk: Low–Medium
- Minimum Initial Investment: KES 2,500,000 /-
- Minimum Subsequent Investment: KES 500,000/-
Our Ideal Investors
- High net-worth individuals (HNWI)
- Family offices
- Institutions including pension funds, endowment funds, trusts, charities, saccos, religious organizations and law firms
- Investors seeking to invest capital on a short-term basis at higher attractive yields
- Investors with conservative risk tolerance, prefering lower levels of risk and prioritising the preservation of their capital.
Note: Jubilee charges an annual management fee, calculated, and accrued daily. This fee is payable monthly in arrears.
Download for further information on the fund and applicable fees.
