Kuza Private Wealth Management Fund

The Kuza Private Wealth Management Fund is designed as a Private Wealth Management package perfectly suited to those for whom a generic off-the-shelf solution would simply not do. The Kuza Private Wealth Management Fund is ideal for Investors with unique investment requirements who require unique solutions. With the Kuza Private Wealth Management Fund, our wealth of experience allows us to design an interactive investment process that will bring your financial dreams to life. We are confident in our ability to satisfy even the most demanding accredited individual investor or high-value families. Our client-obsessed focus ensures that we execute a diversified portfolio to optimize your risk-adjusted return at the lowest charge possible.

Your entire Kuza Private Wealth journey spans three key milestones as captured below:

• Determination of your individual or family's total financial objectives and needs.
• Creation of investment strategy and action plans documented in an Investment Policy Statement.
• Implementation and periodic review.

Kuza's Private Wealth Management Value Proposition

Kuza's Private Wealth Management value proposition is to provide an unrivaled complete and customizable solution to satisfy any investment goals and ensuring cost and tax efficiency which are the cornerstones of our portfolio construction. With the Kuza Private Wealth Management Fund, We actualize your Investment Policy Statement through a wide variety of Investment classes. With a particular focus on your unique requirements, we draft an optimal asset mix of:

• Offshore equities.
• Local equities.
• Local fixed income.
• Offshore fixed income.

Kuza Private Wealth Management Fund Factsheet

Features of Private Wealth Management Fund

The focus is on low risk fixed income securities which include the following:

• Treasury bills
• Treasury bonds
• Infrastructure bonds
• Eurobonds
• Bank deposits

Kuza Asset Management Ltd Expertise in Fixed Income Trading

For the kuza private wealth management fund, Kuza Asset Management Ltd brings in its expertise in active fixed-income trading through the following:

• Primary bond market participation through competitive bidding
• Secondary bond market trading

Custody and Oversight

With the kuza private wealth management fund, for full disclosure and oversight, client funds and investments are always held in a bank custody account owned by the client.