CMA Approves New Collective Investment Schemes Amid Growing Demand for Diversified Portfolios.

The Capital Markets Authority (CMA) of Kenya has announced the approval of four new collective investment schemes, each crafted by various asset management firms to provide investors with more diversified options.

This marks a significant step in CMA’s strategy to broaden access to investment products in a market increasingly eager for tailored solutions that span different asset classes and regions.

The newly approved schemes are tailored to meet the distinct needs of various investor profiles, from those seeking stability to those open to higher-risk investments for potential growth. This broad approach aligns with CMA’s objective to encourage participation in Kenya’s capital markets while fostering resilience within the financial sector.

Britam Launches USD Money Market Fund

Britam Asset Managers Limited, a well-established player in Kenya’s financial landscape, has been granted permission to introduce the Britam USD Money Market Fund under the Britam Unit Trust Scheme. This fund, which will be denominated in USD, targets investors looking for low-risk returns in the form of stable foreign currency assets. Given the fund’s focus on short-term investments, including government securities and high-grade commercial papers, it aims to offer stability amid currency fluctuations.

The USD Money Market Fund is specifically designed for investors prioritizing capital preservation while earning modest, consistent returns. Its launch comes as an alternative for those looking to hedge against currency volatility, appealing particularly to individuals with foreign currency needs.

Orient launch the Orient Dollar Money Market Fund

Orient Asset Managers Limited has also received CMA’s endorsement to launch the Orient Dollar Money Market Fund under the Orient Umbrella Fund. Designed to appeal to investors focused on safety and income stability, this fund seeks to provide moderate returns with minimal exposure to risk.

The fund’s structure will allow it to cater to conservative investors who prioritize capital preservation without sacrificing reasonable income. Given the market’s shifting dynamics, Orient’s offering is expected to attract investors who are either new to collective investment schemes or those seeking a balanced approach in volatile times.

CIC Global Special Fund to Expand Global Investment Access

CIC Asset Management Limited, a key player in Kenya’s asset management sector, has gained CMA’s approval for its CIC Global Special Fund. Operating under the CIC Unit Trust Scheme, the fund will target investors seeking global exposure through medium- to high-risk investments across international equities and credit markets.

This marks a notable diversification for Kenyan investors traditionally limited to local or regional options. By venturing into global markets, CIC is positioning itself to attract investors with a higher risk tolerance and a desire for greater returns from a diversified global portfolio.

This fund’s approval underscores CMA’s commitment to expanding the range of accessible investment products.

VCG Introduces VCG Offshore Opportunity Special Fund

Finally, permission was granted to VCG Asset Management Limited to introduce the VCG offshore opportunity special fund with eight specialized sub finds that aim at offshore equites, commodities, technology, and multi assets investments. These sub funds are aimed at high net worth and institutional investors who are keen to diversify their investment across global markets with key sectors themes.

In a statement, CMA highlighted that the approvals are part of its broader mission to deepen the Kenyan capital markets and diversify available investment products. These initiatives aim to enhance investor confidence in Kenya’s financial market, encouraging investment while ensuring regulatory standards are maintained.

CMA’s recent decisions come in response to a growing demand for diversified and accessible investment options that cater to various risk appetites. The Kenyan market, while still emerging, is increasingly drawing attention from both local and international investors seeking more tailored, resilient portfolio options.

As Kenya’s financial market expands, the regulator’s actions illustrate its commitment to developing a well-rounded, stable investment environment. By enabling asset managers to launch products aligned with different investor needs, CMA hopes to support the continued growth of a more inclusive financial ecosystem.

This latest round of approvals not only underscores CMA’s role as a facilitator of innovation in the financial sector but also reflects the shifting needs of Kenyan investors in a rapidly evolving economic landscape.

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