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You May Want To Try ...
You May Want To Try ...
You May Want To Try ...
You May Want To Try ...

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ABOUT THE FUND

Britam Global Equities Special Fund.

The Britam Global Equities Special Fund gives East African investors direct, US-dollar ownership of the world's leading technology and innovation companies' businesses in artificial intelligence, semiconductors, cloud computing and automation that are largely unavailable on African exchanges.

The fund is tailored to individuals, families and institutions with a horizon of five years or more who want to add US-dollar growth to a portfolio anchored in local bonds and cash, and who are comfortable holding through periods of market volatility. Start investing with a minimum opening investment of USD 2,000 and top-ups from USD 1,000.

PERFORMANCE

Fund Highlights.

Engineered to generate durable compounding in hard currency while outperforming traditional regional benchmarks.

115.4%

Strategy return

23.4%

Average annual return

2.1x

Cumulative vs domestic

USD

Base currency

DIFFERENTIATORS

What sets the Fund apart.

A disciplined, high-conviction investment mandate built on global market leadership and institutional fiduciary standards.

A proven strategy

The same philosophy and process delivered 115.4% in US dollars, net of fees, between November 2022 and June 2026, outperforming in every full calendar year.

Global leaders, not local proxies

Direct ownership of companies such as NVIDIA, Alphabet, TSMC and Broadcom, which set the pace of global productivity and technological expansion.

Quality first

We buy businesses with durable competitive advantages, pricing power, recurring revenue and network effects, and only at prices that leave a significant margin for error.

Local regulation, global reach

A CMA-regulated Kenyan Special Fund, managed by Britam Asset Managers, with Standard Chartered Bank Kenya as trustee and custodian.

WHY THIS FUND

Six benefits for East African investors.

Solve local currency vulnerability, inflation drag, and concentrated sovereign risk through direct access to global capital markets.

Long-term growth

Compounding from high-growth global companies, led by technology innovations shaping industrial and commercial futures.

Dollar dividends, reinvested

Dividends are reinvested in US dollars, so income keeps compounding automatically in hard currency without currency conversion friction.

Protection for your shillings

The shilling has lost 41.4% against the US dollar since 2010. Dollar assets safeguard your generational purchasing power.

True diversification

Returns come from global corporate earnings, insulated from single-country risk, domestic inflation, or localized interest-rate cycles.

Access to tech leaders

Direct exposure to AI, semiconductors, enterprise cloud, cybersecurity, and autonomous systems largely absent from African stock exchanges.

Liquid and transparent

Holdings trade daily on the world's deepest capital markets under strict public reporting and independent custodial supervision.

GOT QUESTIONS?

Frequently Asked Questions.

Clear answers about the Britam Global Equities Special Fund: fees, access, currency, risks and how to invest.

Mainly global equities with a bias towards technology.
Management fee 2.5% p.a. (CMA approved up to 5% max). Performance fee 10% (CMA approved up to 20%) of returns above the S&P 500.
It is impossible to predict market movements with certainty. Global equity markets can experience sharp periods of volatility. During COVID-19, for example, the S&P 500 fell by more than 30% in just 23 trading days, yet it recovered those losses within approximately six months and ultimately finished 2020 up 17.88% in USD.
USD 2,000 initial · USD 1,000 top-up.
Depends on the shares in question. Some shares in any given period can outperform while others underperform. The fund offers diversification through exposure to multiple companies across different jurisdictions.
5 years or longer. This is a long-term investment.
This is not a capital-protected investment. The fund provides exposure to high-quality businesses globally, offering long-term growth potential while recognising that its value will fluctuate with market conditions.
There is an initial 6-month lock-in period with a 5% withdrawal fee for early redemption. Outside this lock-in period, there are no fees associated with withdrawals.
Yes.
For Kenyan investors measuring returns in KES, a stronger US dollar enhances portfolio performance. Since 2010, currency appreciation alone would have added approximately 41% to returns. Conversely, periods of KES strength, such as in 2024, can temporarily reduce the KES value of offshore investments.
Best suited for long-term growth objectives with a five-year horizon or longer, allowing investors to fully benefit from the power of compounding in US dollars. Ideal for goals such as retirement and pension planning, funding children’s tertiary education, and building long-term intergenerational wealth.
The Fourth Industrial Revolution is creating enormous value across AI, semiconductors, data centres, cybersecurity, blockchain and other breakthrough technologies. This fund allows Kenyan and East African investors to participate not only as users of these innovations, but as owners of the companies shaping the global economy of today and tomorrow.
No.
Yes. The majority of the assets will be outside Kenya.
Yes.
Key risks may include market risk, currency risk, economic risk, interest-rate risk, geopolitical risk, company-specific risk, liquidity risk and, where applicable, emerging-market risk. Investors should review the fund’s approved documentation for the full risk disclosure.
This is a global equity fund where most of the assets are held in shares outside Kenya.
This fund doesn’t guarantee returns. But we believe it is likely to be one of the best-performing investment vehicles over the next 5 years for those who stay the course. It offers a chance to own companies in AI, semiconductors, data centres, cybersecurity and robotics, some of the best-performing investments of the last decade.
This fund doesn’t pay out income. While some investments pay dividends, all dividends are reinvested back into the fund. This is a growth fund. Investors looking for regular income should not opt for this fund.
The fund is regulated and overseen by the Capital Markets Authority (CMA), with safeguards in place to protect investors’ funds.
If the underlying investments perform poorly or the market declines, your investment is also likely to underperform in that period.
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Need more details?

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