Portfolio Lineup
Three simple products, each built for trust first
USD Core 500
A simple S&P 500 anchor for first-time dollar investors.
Best for customers who want direct exposure to large-cap US growth with minimal product complexity.
- US Large Cap ETF85%
- USD Cash Buffer15%
Annual fee: 1.2%
Global Index Builder
Diversified world equity exposure for long-horizon savers.
Designed for customers who want one globally diversified portfolio and recurring contributions.
- World Equity ETF80%
- US Treasury Sleeve20%
Annual fee: 1.35%
KES Stability Sleeve
A conservative on-ramp for users not ready to move fully into USD.
A money-market style sleeve for users building trust before stepping into the dollar portfolios.
- KES Money Market90%
- USD Transition Sleeve10%
Annual fee: 0.75%