The Sanlam Dividend Plus Fund is a low-medium risk unit trust fund that seeks to provide unit holders long-term capital appreciation and a high level of income by investing primarily in mid to long term government bonds, high quality corporate bonds, equities and money market securities.(Equities 30% and fixed income 70%.)
This is a low to medium risk fund with a risk rating of 1.68-2.35.
This fund is suitable for the medium risk investor, who is seeking long term growth through dividends and capital gains from the investments. It is aimed at investors looking for a mixture of safety, income, and capital appreciation. The recommended investment period is 3 to 5 years.
Returns consist of an interest and a dividend portion and are credited quarterly. It is recommended that the income be re-invested into the fund so as to maximize ivestments returns through compounded growth.
Features
- The price is market driven. The initial price was KSh10/=.
- The minimum investment for an account is Kshs 2,500/= minimum top up Kshs 1000/=
- The minimum amount required to open an account is Kshs 2,500/= minimum top up Kshs 1000/=
- Interest is accrued daily and distributed to you every quarter
- Investment deposits can be made through MPESA pay bill 888111 or cash deposits at Stanbic Bank
- You can access your money any time through the our asset management app
- You can switch to the other funds once every month for free
- Assets and funds are held securely in a Stanbic Custody Account
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