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Unit Trusts

Balanced Fund (KES)

For investors looking for capital appreciation, Dry Associates offers the option of a Dry Associates Balanced Fund (KES).

The Dry Associates Balanced Fund (KES) aims to provide appreciation of investment through fixed income and equity with the objective of accumulating wealth. Investors are encouraged to invest in this fund for periods of 5 years or longer. The fund composition includes bank deposits, treasury bills and treasury bonds, commercial paper, equities, property and “offshore” investments with defined maximal asset allocations.

The fund is structured for investment of money for an indefinite time. Investors have the option of receiving a monthly, quarterly, semi-annual or annual payout of returns. Alternatively, the investor may decide not to select a periodic payout but to allow all returns to accumulate and benefit from the compounding of returns. There is an early redemption fee of 4%/ 3%/ 2%/ 1%, if the funds are redeemed within 1, 2, 3 and 4 years respectively.

Dry Associates will endeavor to ensure that the returns of the Dry Associates Balanced Fund (KES) are among the most competitive in the industry. Our experienced Investment Committee is responsible for managing this fund within designated asset classes. The fund is valued on a daily basis and the yield is available in the Daily Nation and Business Daily.

Please clink the following icom to learn more about the Dry Associates Balanced Fund (KES) Fact Sheet.

We look forward to hearing from you and discussing the suitability of the Dry Associates Balanced Fund (KES) for your specific circumstances. Please do not hesitate to contact our team at Dry Associates for further information.

If you would like to contact us via email, please click here.

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+254(0) 705 799 971 / +254(0) 705 849 429 / +254(0) 738 253 811 / +254(0) 20 445 0520/1