Portfolio Management Faqs
Portfolio Management is investment advice based on current economic and market trends. Prudential portfolio Management demonstrates an excellent risk-averse performance track record for your investments with over Kshs 100 million assets under management in both the Kenyan and global markets.
- What is Portfolio Management?
1. Non-Discretionary - Execution Only
Execution only portfolio are not managed by prudential and transactions are only affected on the basis of your prior instruction and consent.
2. Advisory Portfolios
Prudential will advise you on the management of your portfolio. Such advice is guided by our investment philosophy, taking into account your investment objectives, risk profile and constraints.
3. Full discretion
You hereby authorize Prudential to manage your account in its sole and full discretion in order to achieve the investment objectives specified, taking into account your risk profile and constraints.
- What type of controlled account mandate options are available?
All asset of the portfolio funds, including investment and money awaiting investment, are held by the custodian, Barclays Security Services Ltd for safe keeping on behalf of the client funds. Prudential Financial does not take clients fund into its bank account; it's role is restricted to providing investment management services to the client, for which it earns a fee. This considerably reduces operational risk.
- How safe is my money
- Quarterly - ordinarily
- As case/situation might compel e.g. abrupt changes in legislation or client specific requirement
- Through trainings, seminars and press briefing
- Clients can access their statement online
- How often do you communicate with your clients?
Kshs 200,000 for investment schemes and personal wealth management
- What is your minimum investment?
- individuals
- Companies/corporations/institutions
- Who are your clients?
- Locally interest bearing assets; in financial institutions, government securities; equities of listed companies in Nairobi Stock Exchange; properties. All Investments are done after thorough research and analysis
- Offshore; with selected and preferred international asset managers
- How and where do you invest?
You fill in an application form which can be obtained from our office, sales agents and can be downloaded from our website.
To become our client you need to:
- Fill out a Controlled Account Mandate Form and sign.
- A copy of ID particulars / Passport to authenticate signature
- 2 Coloured passport size photo's
- How do I get started?
- Portfolio management fee is based on market value of funds under management and calculated and charged monthly in arrears
- Annual management fee is 2% (fee is charged monthly at 0.1667%)
- This payment must be made upfront and is non-refundable
- Monthly withdrawals to a designated bank account can be made at no extra cost
- Termination: fourteen days written notice
- What are your fees?
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