When you invest with XENO, professionals manage your money across government bonds, equities, and money markets — tailored to your risk profile and goals.
When you invest with XENO, your money is placed into CMA-regulated Unit Trust Funds managed by a team of professional fund managers. They diversify your money across multiple asset classes — including government bonds, money market instruments, and equities — based on your personal risk profile and the timeline of your goal.
Plan: Define Your Goals and Create a Strategy
- Goal Setting: XENO assists you in defining your financial goals. Whether you're saving for a home, retirement, or a dream vacation, we help you articulate your objectives.
- Customized Plans: Based on your goals, XENO creates personalized investment plans that consider your risk tolerance, investment timeline, and desired outcomes.
Save: Build Your Wealth Systematically
- Smart Savings: XENO streamlines the savings process by enabling automated contributions to your investment accounts. You can set it and forget it, ensuring consistent progress toward your goals.
- Tax-Efficient Saving: XENO invests through unit trusts that are currently tax exempt in Uganda.
Learn about XENO AutoSave to automate your savings habit.
Invest: Diversify and Grow Your Portfolio
- Diversified Investments: Based on your Investment strategy, XENO offers a diversified portfolio with a mix of two or more asset classes across bonds, money markets, local and regional equities all designed to align with your goals and risk tolerance.
Tip: See your projected growth with the Time Machine.
Monitor: Stay on Track and Adjust as Needed
- Progress Tracking: XENO provides a clear view of your progress toward each of your goals, so you can see how you're advancing toward financial success.
- Recommendations: We offer data-driven recommendations to help you stay on course, make informed decisions, and adjust your strategy as life changes.