CCFM Optimum Capital Fund

Participating in a Unit Trust gives you greater opportunities for investments through a ‘pool’ of funds invested in diversified investment products. These are usually a combination of one or more of the following: stock market, real estate, government securities, and regular fixed deposits.

Capital & Credit Fund Managers’ Optimum Capital Fund offers you the investor, a portfolio primarily with stock market and commercial real estate, with a fixed income component.

Who Can Benefit

• Individuals/Corporations/Groups with small or large amounts of funds who wish to invest in the medium to long term with moderate risk
• Individuals/Corporations/Groups who wish to enjoy the benefits of diversification while having funds professionally managed

What the Fund Offers

• Investment in money market instruments with returns above regular savings accounts
• Units are ideal for saving towards long-term goals such as purchasing a home, a university education, or retirement
• You can access funds easily
• Returns on capital gains and fixed income instruments are tax free after five years (one million dollar maximum for each year)

How It Works

The CCFM Optimum Capital Fund is invested primarily in the stock market and commercial real estate, with a fixed income component. This fund aims to maximise capital gains through its mix of securities.