Your Money, Your Future: Why Unit Trusts Are Better Than Bills and Bonds- Isaac Njuguna

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  • Опубликовано: 14 дек 2024

Комментарии • 116

  • @SupremeEstatesCo123
    @SupremeEstatesCo123 2 месяца назад +8

    When we say "product knowledge" this is what we mean,,this guy can sell you even a bad insurance as early as yesterday,,I'm so thrilled with this conversation,,,he truly understands his craft jameni,aaargh Mr. Isaac this is good....thank you for what you do. Even the "Gen-Z" news achor is astonished "huyu jamaa hii mambo yote iko Kwa hio akili eeeiii huyu hatumiangi kindukulu" 😂😂😂😂 ,,this guy is good,,, accurate examples...properly articulated words,,,watch even how the interviewers blend into his conversation... marvelous.

  • @hadaachiengoketch3468
    @hadaachiengoketch3468 10 дней назад

    I love the Transparency in Zimele, they send the Statement every Month and clearly shows the interest earned.

  • @paulnyagini
    @paulnyagini 3 месяца назад +14

    The unit trust are basically the bonds brokers that's why there interest cannot outrun the bonds if it does then they are offf to scam you.

  • @kensmoneymatters
    @kensmoneymatters 3 месяца назад +3

    Such a great conversation here.
    This is needed.

  • @truqqy
    @truqqy 3 месяца назад +9

    Glad to see Zimele finally taking on to social media. They had been at the top for ages and were the favourite of many Kenyans. But they got lazy at the top with a laisser faire attitude towards customers. For instance they changed from money market fund to fixed income fund and didn't bother to fully educate their customers on the what or the why of this move.

  • @RexSitti
    @RexSitti 2 месяца назад +1

    For the proverb, I would say for water to burn the house, it has to be solid. Anything that fire heats up burns the house. The only reason water does not is because it evaporates before it has the chance to. Relating this to finance, for one to attain financial freedom, they need concrete solid plans. Otherwise, money can go out as fast as it comes in. Great proverb choice, CT!

  • @coggroupstructures4253
    @coggroupstructures4253 Месяц назад +1

    Hot water doesn't burn the house - it means "what bad things people say about you, shouldn't destroy your standing, as a person".

  • @georgemayo5623
    @georgemayo5623 3 месяца назад +2

    Very true always try and leave within a bugdet that you can manage, this is one way of managing money.

  • @ochakolongleonard2927
    @ochakolongleonard2927 3 месяца назад

    A flamboyant explanation.
    Wonderful.

  • @georgemayo5623
    @georgemayo5623 3 месяца назад +1

    Very well explained the issues and the procedures of treasury bills and treasury bonds.

  • @peterkabiru5144
    @peterkabiru5144 3 месяца назад

    Very informative, Thank you

  • @FredrickOduor254
    @FredrickOduor254 2 месяца назад +2

    The comment section is more educative than even the presenter.

  • @Jackson.sambamba
    @Jackson.sambamba 2 месяца назад +1

    So spicy explanation 🎉 4:14

  • @jameswanjohi2454
    @jameswanjohi2454 3 месяца назад +12

    Why should I give you my money to invest in govt paper and take your cut. Why can’t I just go directly.

    • @georgeodhiambo598
      @georgeodhiambo598 3 месяца назад +15

      Firstly, you might not be having the minimum amount that the Govt requires you to put into the bond. Therefore they help in pooling the funds and buying the bonds for you and many others. Secondly again by pooling the various resources, they can diversify the investments destinations. Some into Treasury bonds and bills, stocks, off shore markets, etc.

    • @jameswanjohi2454
      @jameswanjohi2454 3 месяца назад

      @@georgeodhiambo598 I can start by investing in MMF and once the amount is more by a bond

    • @gentle6862
      @gentle6862 2 месяца назад

      @@georgeodhiambo598 And thirdly the flexibility of withdrawing at wish..

    • @adrianteri
      @adrianteri 2 месяца назад

      @georgeodhiambo598 such like minded individuals can NOT pool together and meet minimum investment numbers? Lastly why do you include unnecessary/junk things like stocks & offshore markets(stocks in foreign jurisdictions) when @jameswanjohi2454 states they want to go direct?

  • @bryanotieno7106
    @bryanotieno7106 3 месяца назад +6

    It's better to invest in UAE national bonds and Singapore savings bonds and also Diversification of portfolio Globally with Standard Chartered or HSBC

    • @nonocarolinecherono8473
      @nonocarolinecherono8473 3 месяца назад

      Hii ndio gani bryanotieno7106?

    • @bollboy3553
      @bollboy3553 3 месяца назад +10

      May they are better in other things but the 2 countries are now way near kenya bonds in interest . In Singapore u deposit dollars and the rate is 2.6%on average whereas in uae is dirhams and the previous rate was4.2%. If u do your calculations on interest Kenya is the best place to invest... Lets take advantage kenyans.

    • @steo9285
      @steo9285 3 месяца назад +2

      ​@@bollboy3553 Exactly 💯. Let's keep the money home so our president can stop parading around China, begging for some Yuan 😮😅

    • @bernardmuthemba7034
      @bernardmuthemba7034 2 месяца назад +1

      On interest Kenya is the best!

    • @roseokumu823
      @roseokumu823 2 месяца назад

      Hii, kindly explain the Standard chartered one

  • @davidkariuki885
    @davidkariuki885 3 месяца назад

    Superb explanation

  • @georgemayo5623
    @georgemayo5623 3 месяца назад +2

    Very true money can make someone leave a comfortable live or a bad life.

  • @robertmuiruri550
    @robertmuiruri550 2 месяца назад +2

    Ghana defaulted and had to reschedule their internal debts. Those who were holding treasury bonds had to take a cut of 30%. The principle amount of the bond was to be given without interest after 3yrs

  • @benterowiyo7621
    @benterowiyo7621 3 месяца назад +2

    Unit trust is a high risk investment and its easy to loose money unless the investing compared insure it,

  • @brianotieno941
    @brianotieno941 3 месяца назад +31

    You guys failed to ask true valid questions... money market fund returns of 9-11% minus 15% withholding tax, minus inflation rate is the true return on investment. Government risk of default via debt distress exchange?? What's the true cost of capital?

    • @bryanotieno7106
      @bryanotieno7106 3 месяца назад +1

      Diversify Globally with Standard Chartered Bank or HSBC

    • @brianotieno941
      @brianotieno941 3 месяца назад +3

      TradFi's 2% management fees are ridiculous

    • @jkaduda
      @jkaduda 3 месяца назад +6

      For risk, if the Government crashes then all other financial institutions go into distress and crash. Unless you diversify offshore. However, those investments may require large investments.

    • @rosemarynjenga2723
      @rosemarynjenga2723 3 месяца назад +2

      Not forgetting the management fee

    • @ckkevinkigen4968
      @ckkevinkigen4968 3 месяца назад

      I have not tried overseas investment, how can I start...​@@bryanotieno7106

  • @remnant.watchman
    @remnant.watchman 2 месяца назад

    Thanks

  • @ssamwelzonline
    @ssamwelzonline 3 месяца назад

    Well explained

  • @piusmuya1581
    @piusmuya1581 3 месяца назад

    this are the personnel we need to have in power , however people will prefer to elect their own people

  • @edithkinuthia5870
    @edithkinuthia5870 3 месяца назад

    Good subject, iam learning 😢

  • @dmwas.
    @dmwas. 2 месяца назад +3

    The caption unit trusts are better than bills and bonds is misleading.
    You cannot separate unit trust from bills and bonds, if there were no bills and bonds you wouldn't have the unit trust.

  • @donaldokoth8124
    @donaldokoth8124 3 месяца назад +4

    But MMF also normaly invest in bonds

  • @kimanzimwenga9365
    @kimanzimwenga9365 3 месяца назад +5

    Where will the unit trusts be investing then money when the government slows down internal borrowing?

    • @jekokello2039
      @jekokello2039 3 месяца назад +1

      The government won't slow down internal borrowing in a recession that we currently have. Besides these unit trusts can invest in commercial paper and fixed deposits.

    • @ranjusranjus143
      @ranjusranjus143 3 месяца назад

      @@jekokello2039 Kenya is not in a recession. We haven't had one in a long while...since 2002

    • @georgeodhiambo598
      @georgeodhiambo598 3 месяца назад

      @@kimanzimwenga9365 The Govt will not slow down on internal borrowings. The budgetary deficit is still huge and sources from external borrowing are slackening. Terms from those sources are too painful for Kenya to bear. The Govt will continue to borrow locally. Secondly, if eventually, the Govt loses appetite for local borrowings, then yields on the same products will fall and funds will start flowing towards other competing investment destinations like stocks. Then the fall in yields from Treasury bills and bonds will release more funds at lower interest rates into the economy leading to more activity in the sector.

  • @george1528
    @george1528 3 месяца назад +2

    Kind of the same thing.Both are investment vehicles.

  • @stephenodhiambo6982
    @stephenodhiambo6982 3 месяца назад +5

    Where did Eric go?

    • @GeorgeMuthomi
      @GeorgeMuthomi 3 месяца назад +3

      He is on leave😅 but he’ll be back.

  • @JamesCzech-g1m
    @JamesCzech-g1m 3 месяца назад +11

    ❤From $37K to $65K that's the minimum range of profit return every month I think it's not a bad one for me, now I have enough to pay bills and take care of my family.

    • @JamesCzech-g1m
      @JamesCzech-g1m 3 месяца назад

      Venturing into crypto as a newbie was very difficult due to lack of experience which resulted in loosing funds......... But Charlotte bate, restored hope shes a good woman

    • @Filecityadams
      @Filecityadams 3 месяца назад

      Her name rings a bell; I've encountered it multiple times, usually associated with stories of her trading achievements. She deserves a lot of credit.

    • @JamesCzech-g1m
      @JamesCzech-g1m 3 месяца назад

      She is active on the
      TE LE GRAM

    • @JamesCzech-g1m
      @JamesCzech-g1m 3 месяца назад

      Charlottebate17
      That's her username

    • @JamesCzech-g1m
      @JamesCzech-g1m 3 месяца назад

      Sure! She interacts on what's Apk using the digit below👇

  • @HellenKungu-k5y
    @HellenKungu-k5y 3 месяца назад

    When the deal is so good, there is no harm to think twice. Kenya, we are used to this investment. Gakuyo was one with any amount. 😢

  • @PurityWamuyu-fz2vk
    @PurityWamuyu-fz2vk 3 месяца назад +5

    What's the difference between unit trusts and mmf?

    • @waitsw9408
      @waitsw9408 3 месяца назад +4

      Mmf is a unit trust

  • @stevegitau932
    @stevegitau932 3 месяца назад +1

    When 70%of revenue going to debt and borrowing from peter to pay paul is not sustainable.

  • @phtechphotgraphy3127
    @phtechphotgraphy3127 3 месяца назад +1

    while converting this video avoid this format its so interlacing its like avchd format

  • @brianotieno941
    @brianotieno941 3 месяца назад

    .. stacking USD stablecoins at 5% is the best unit trust that's at your fingertips

  • @Peter-lu3bx
    @Peter-lu3bx 3 месяца назад

    Are deposits with Unit fund managers insured in case of collapse of the fund manager firm? For example, in case of collapse of Zimele.

    • @gentle6862
      @gentle6862 2 месяца назад

      They are held by a custodian, a commercial bank. I guess thats where the risk is if the bank collapses.

    • @ezekielmungai1222
      @ezekielmungai1222 2 месяца назад

      Yes. They are regulated by CMA and the custodian is regulated by CBK.

  • @fidelisnteere43
    @fidelisnteere43 3 месяца назад

    Why does unit trust reduce the principal amount invested unlike the money market?

  • @georgemayo5623
    @georgemayo5623 3 месяца назад

    Money management is important or vital.

  • @jkaduda
    @jkaduda 3 месяца назад

    The expense ratio, charges by the fund management is very high compared to other products. It eats in a significant amount of your interest over the time of your investment. You can simply do a comparison with direct investments to Bonds, ETFs and Indexed Funds.

  • @LLL3712
    @LLL3712 3 месяца назад

    In Ghana, investors were deducted 15% of their investment when the government defaulted. What is the likelihood of the Govt of Kenya defaulting and people losing funds in MMF, tbills and bonds?

    • @steo9285
      @steo9285 3 месяца назад

      15% tax is deducted as of today in all these. The only exception is on the infrastructure bond, which has always been tax-free in Kenya.

    • @georgeodhiambo598
      @georgeodhiambo598 3 месяца назад +2

      @@steo9285 You missed the point. The Ghanaian case as I heard was that of deduction of 15% of the VALUE of investment. That was their way of handling their cash crunch situation. What you are referring is a TAX deduction on EARNINGS from the bond investment. Very different issues.

    • @steo9285
      @steo9285 3 месяца назад

      @georgeodhiambo598 Things have to be extremely bad for it to come to that for one. plus, there is a big difference between domestic debt to the government, and the international one they get from the likes of IMF etc. The Consequences are different if they default.

    • @LLL3712
      @LLL3712 3 месяца назад

      @@steo9285 things s are already extremely bad, with unfinished projects yet billions of cash have been pain to the contractors

    • @georgeodhiambo598
      @georgeodhiambo598 3 месяца назад +1

      @@steo9285 What are you now talking about? Infrastructure bonds are covered under local loans. Things were very bad in Ghana when it took that step. It was unable to service its loans and through an edict, it knocked off 15% off the value of the bonds. And it was not a tax.

  • @donaldokoth8124
    @donaldokoth8124 3 месяца назад

    Where is eric

  • @davidkoo2503
    @davidkoo2503 3 месяца назад +1

    Hmm snake oil

  • @teresahatim6665
    @teresahatim6665 3 месяца назад +1

    There was a heist recently at Equity Bank. Are they custodians?. What happens to money lost to thieves?