Welcome to Jubilee Unit Trusts Collective Investment Scheme

What is a Unit Trust Fund?

A Unit Trust Fund offers a flexible investment vehicle that allows investors to pool their funds together to gain access to a diversified portfolio of financial securities. These securities can include Equities, Treasury Bonds, Treasury Bills, Bank Deposits, etc. By participating in a Unit Trust Fund, investors become unit holders and are allocated units proportional to their contributions. Each unit represents an equal share of the total value of the pooled funds. The unit price is determined by the market value of the underlying assets in which the fund is invested.

Unit Trust Funds offer a variety of options tailored for different risk appetites. These include Money Market Funds, Equity Funds, Balanced Funds, and Fixed Income Funds. Whether you seek stability, growth, or a balanced portfolio, there is a Unit Trust Fund to suit your investment goals.

Investing in Jubilee Unit Trust Funds offers the following benefits:

  • Access to professional fund management expertise
  • Diversify your investments across various asset classes
  • Benefits drawn from economies of scale
  • Easy and transparent access to fund performance as Unit prices are published in the newspaper on a daily basis, allowing investors to monitor the performance of their investment
Get started with an Investment Account that helps you save to meet your financial and investment goals in the short, medium and long-term.

Unit Trust Fund products offered by Jubilee Asset Management Limited (JAML)

JAML currently offers the following Unit Trust Funds:

  • Jubilee Money Market Fund (KES)
  • Jubilee Fixed Income Fund (KES)
  • Jubilee Money Market Fund (USD)