MansaX Product Summary

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FUND INTRODUCTIONMansaX is a regulated fund domiciled in Kenya that invests in the global markets. The fund is a product of Standard Investment Bank, which is licensed as the first Online Forex Trading Money Manager in Kenya by the Capital Markets Authority, under the CMA Online Forex Trading Regulations, 2017.

Standard Investment Bank (SIB) is a leading financial services firm in Kenya founded in 1995. The firm offers individual and institutional clients a single point of entry for Asset Management, Securities Trading, Market Research, Investment Management and Corporate Finance.

FUND DESCRIPTIONMansaX is a Global Multi-Asset Strategy Fund with a long/short trading model, specifically designed to optimize client returns, even during turbulent market conditions, while protecting their capital from downside risks.

The fund achieves this by utilizing complex portfolio allocation techniques while hedging capital exposure.

FUND OBJECTIVEThe primary objective of MansaX is to offer above average market returns in order to accelerate its clients’ capital growth through diversification.

3

900000

1200000

1500000

GROWTH OF A KES 1,000,000 INVESTMENT FROM 15TH JANUARY 2019 TO 31ST DECEMBER 2019

JAN

- 19

FEB

- 19

MA

R - 1

9

MAY

- 19

JUN

- 19

JUL

- 19

AUG

- 19

SEP

- 19

OCT

- 19

NO

V - 1

9

DEC

- 19

APR

- 19

GROWTH BY 31ST DECEMBER, 2020

KES 1,210,699.20

YEAR 1 OF TRADING

ASSET CLASSES• Currencies - major and emerging world currencies• Precious Metals - like gold, silver, platinum,

palladium• Commodities - like natural gas, oil, coffee• Global Stock Indices - S&P 500, FTSE 100, German

DAX5 • Single Stocks - companies like Apple, Netflix, Tesla,

Zoom• Cash & Cash Equivalents

FUND FEATURES• 0% Initial Fee• 0% Redemption Fee• 5% Annual Management Fee - prorated over 365 days• 10% Performance Fee - applied on the surplus when

a return above the 25% hurdle rate is attained• Above Average Market Returns - In 2019, its first year

of trading, MansaX delivered a 24% p.a. return to its clients

• 6-Month Lock-in Period• Quarterly Statements/Valuations• Fund Fact Sheet - updated quarterly• Regular Global Markets Commentary

BENEFITS OF GLOBAL MARKETS EXPOSURE• Diversification from traditional asset classes of

Kenyan equities, Kenyan fixed income and real estate• 24-Hour Market: Sydney, Tokyo, Nairobi, London and

New York• Dollar Return: Potentially adjusts for KES

depreciation and inflation• Leverage: Trade amounts larger than your capital• Trading Opportunities: Whether the markets are

moving up or down, the funds have opportunities to make money

• Liquidity: Investors are able to access their funds easily after the initial 6-month lock-in period

• Local Presence: Both online money manager and online brokers based in Kenya

RISK MANAGEMENT FRAMEWORK OVERVIEW• Operate within agreed risk tolerance and risk limits• Act with due skill and care as a Money Manager at all

times• Preserve and enhance its reputation as a Money

Manager• Preserve own as well as clients’ assets• Comply with applicable laws and regulations in line

with CMA license• Undertake operations in an effective and efficient

manner• Actively identify risks and take timely measures• Manage risk across stakeholders - people,

operational, legislative and regulator

INVESTMENT RISK MITIGATIONExpertise - Experienced board & personnel teams (combined: Commercial Banking 20 Years, Treasury Management 25 Years)

IT Infrastructure - Advanced risk management software, data analytics and insight-driven decisions

Limit Setting• Set limits for each trader to limit risk and stop loss,

intraday/night limits & currency pairing• Limit currency pair exposure to cap excessive

concentration• Take profit limit• Daily reconciliation• Real time monitoring

Trading - Aligned to a maximum drawdown amount

Transparency - Quarterly fund performance updates and regular global markets commentary

MansaX

Features

16th floor JKUAT Building, Kenyatta AvenueP.O. Box 13714 – 00800, Nairobi, KenyaTelephone: +254(0) 777 333 000WhatsApp +254(0) 793 333 000Website: www.sib.co.keEmail: clientservices@sib.co.ke

1. Contact us via www.sib.co.ke, clientservices@sib.co.ke or call 0777 333 000

2. Fill in Individual Registration or Joint Registration Forms. SACCOs or Companies can fill in the Corporate Registration Forms

3. Submit the requisite KYC documentation as outlined in the registration forms

4. Transfer funds using instructions on the registration forms

5. Upon receipt of funds, SIB sends a business confirmation to the registered email address

How to Invest in MansaX