Business 23 April 2026 Daily Monitor (Uganda)
Unit Trusts Empower Ugandans with Accessible Investment Options
Unit trusts from SBG Securities are making investing approachable for Ugandans by pooling funds from individuals, groups, and companies into professionally managed portfolios with flexible entry points and quick withdrawals. The firm has launched a new USD Fixed Income Fund to cater to dollar-based savings needs, starting from just $100. Source: https://www.monitor.co.ug/uganda/business/how-unit-trusts-are-opening-doors-for-ugandans-5433304
Many Ugandans dream of funding education, starting businesses, or buying property but often feel investing requires too much money or commitment. SBG Securities is changing that through unit trusts, which pool investor funds for professional management.
Salima Katamba, Investment Manager at SBG Securities, highlights the simplicity: investors can contribute anytime and withdraw funds often within 24 hours. Daily compounding boosts returns by reinvesting earnings every day.
Safety is prioritized with oversight from Uganda’s Capital Markets Authority (CMA). Each trust involves a fund manager, trustee for compliance, and custodian for asset security.
Starting small is key—add funds gradually to build wealth. SBG offers three shilling-based options: a money market fund for short-term needs, a bond fund for medium- to long-term, and a balanced fund mixing fixed income and equities.
A fresh addition, the SBG Securities Uganda USD Fixed Income Fund, lets investors start with $100 (about Shs371,780). It targets diaspora savers, international school fees, business cash flows, and portfolio diversification, investing in fixed income securities for balanced returns and liquidity.
This expansion aligns investments with real-life goals, promoting financial inclusion through professional oversight and low barriers.
Source: Daily Monitor (Uganda)