Special Fund – Effective Yearly Yield of 7.26%
•
Equity Fund – Effective Yearly Yield of 8.42%
•
Locked Income Fund – Effective Yearly Yield of 9.06%
•
Special Fund – Effective Yearly Yield of 7.26%
•
Equity Fund – Effective Yearly Yield of 8.42%
•
Locked Income Fund – Effective Yearly Yield of 9.06%
•
Special Fund – Effective Yearly Yield of 7.26%
•
Equity Fund – Effective Yearly Yield of 8.42%
•
Locked Income Fund – Effective Yearly Yield of 9.06%
•
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Fund Calculator
Project returns for Lukman Trust Fund products using each fund's actual contract terms
KES
12 months
Investment Amount
KES 15,000.00
Estimated Interest
KES 7,350.00
Total Payable
KES 22,350.00
Estimates only, calculated from this fund's own configured terms. Actual returns may vary. Past performance is not indicative of future results.
Risk Assessment
Understanding the
Risk Profile
Low Risk
Lukman Trust Fund are designed for capital preservation with a low-risk investment profile.
Risk Level
Investment Risk Profile:
Low Risk
Capital Risk:
Low
Credit Risk:
Low
Liquidity Risk:
Low
Interest Rate Risk:
Low to Moderate
Currency Risk:
Moderate (USD Fund)
Risk Factors
- Market Risk: Changes in interest rates may affect returns
- Credit Risk: Default risk of issuers (mitigated by high-quality selection)
- Liquidity Risk: Temporary inability to meet withdrawal requests (rare)
- Inflation Risk: Returns may not keep pace with inflation
- Regulatory Risk: Changes in regulations may affect fund operations
Risk Mitigation
- Diversification across multiple instruments and issuers
- Investment in only high-grade, short-term securities
- Active portfolio management and monitoring
- Maintenance of adequate liquidity reserves
- Compliance with regulatory requirements
Important: While Lukman Trust Fund aim to preserve capital, the value of units can fluctuate, and there is a risk of loss. Investors should carefully consider their risk tolerance and investment objectives before investing.