Investments & Trust Services
Grow wealth and plan for the people you will leave it to.
Britam offers unit trusts and fixed-income options for investors with different goals and risk appetites, as well as trust services for setting aside and managing funds for beneficiaries.
Key things to know
- Options range from short-term, lower-risk funds to long-term growth funds
- Trust services support planning for beneficiaries and wealth transfer
- Returns are not guaranteed and values can fluctuate
Options available
Money Market Fund
A unit trust investing mainly in short-term, interest-bearing instruments. Returns are not guaranteed.
Bond Plus / Fixed Income Funds
Funds investing primarily in government and corporate bonds. Values and returns can fluctuate.
Balanced Fund
A diversified fund across asset classes such as fixed income and equities, generally for medium- to long-term goals.
Equity Fund
Invests mainly in listed shares, for long-term capital growth while accepting higher market risk.
USD Fixed Income Fund
A dollar-denominated fixed-income option for eligible investors. Currency and market risks apply.
Trust Services
Britam Trust Services includes cash trust and family/private trust solutions for beneficiaries, managing assets and intergenerational wealth transfer.
Who it's for
- Investors with a clear goal and timeframe
- Families planning wealth transfer
What you'll need
- ID and KRA PIN
- Your investment goal and timeframe
- Amount you are considering
Important conditions
This page gives general information only. The actual benefits, limits, waiting periods, exclusions and premiums for investments & trust services are set by Britam and appear in the policy wording and your quotation. I will walk you through them before you decide. Cover is not in force until Britam accepts your application, confirms the premium and issues your policy.
Investment values and returns can go down as well as up, and past performance is not a guarantee of future results. Please read the current fund documents and request a personalised illustration before deciding.