Best For Predictable income and capital preservation Diversified long-term wealth growth Fixed and predictable returns Currency diversification and USD exposure Currency UGX UGX / USD UGX / USD USD Product Type Government security Professionally managed pooled fund Fixed-income investment Multiple USD-denominated products

Minimum Investment From UGX 100,000 UGX 100,000 / USD 1,000 UGX 20,000,000 / USD 5,000 USD 10,000 Potential Return Up to 18.5% p.a. Up to 12.0% p.a Up to 16% p.a / USD 7% p.a Up to 20% p.a. Investment Term 3 to 25 years Open-ended 2 to 5 years 90 days+ Returns Interest paid every six months Fund growth and distributions Periodic payments or at maturity Increase in net asset value overtime

Liquidity Tradable on the secondary market Redeemable subject to fund terms Usually held until maturity Depends on global market conditions Early Exit Possible through the secondary market Withdrawals allowed subject to processing terms Early withdrawal conditions may apply Exchange specific conditions apply Online Access Available through Level Africa Available through Level Africa Available through Level Africa Available through Level Africa

Investor Profile Income-focused and long-term investors First-time and growth-focused investors Conservative and goal-based investors Experienced investors persuing higher return and diversification Primary Goal Regular income and capital preservation Long-term diversified growth Predictable returns over a fixed term Long-term growth and global diversification Risk Profile Generally lower risk Depends on the selected fund Medium risk Medium to high risk

Thematic Equity Portfolio

Invest in a professionally selected portfolio of equities built around long-term global themes and opportunities.

Minimum Investment

USD 10,000

Potential Return

Up to 20% p.a.

Investment Term

90 Days+

Currency

USD

Why Investors Choose Thematic Equity Portfolio?

Thematic investing gives you access to a portfolio of equities selected around specific global themes and long-term growth opportunities.

Rather than investing in individual companies based on short-term movements, the portfolio provides exposure to a broader investment theme through a professionally selected basket of equities.

Global Diversification

Gain exposure to international equity markets and companies beyond traditional local-currency investments.

Invest Around Long-Term Themes

Access investment opportunities built around themes with the potential to shape industries and economies over the long term.

Professionally Selected Portfolio

Invest through a portfolio of selected equities rather than having to identify and manage individual companies yourself.

Growth Potential

Equity investments provide an opportunity to participate in the growth of companies and markets over time.

Who Should Consider a Thematic Equity Portfolio?

Experienced Investors

Suitable for investors who understand equity market movements and are comfortable with higher levels of investment risk.

Growth-Focused Investors

For investors seeking the potential for higher long-term returns rather than primarily focusing on predictable income.

Global Diversifiers

For investors looking to diversify their portfolios beyond local-currency and domestic investments.

Long-Term Investors

For investors who can remain invested through market cycles and focus on long-term opportunities.

How Level Africa Works

Everything you need to know before you start investing with Level Africa.

1. Create your account

2. Fund your wallet

Add funds using the available funding options.

3. Choose a Portfolio

Compare available Thematic Equity Portfolios and choose one that matches your investment goals.

4. Track your progress

Invest and monitor your portfolio from your Level dashboard.

Compare Investment Products

Compare available investment products based on their minimum investment, returns, investment period and liquidity.

Features

Treasury Bonds

Government-backed investments with regular interest income.

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Unit Trusts

Professionally managed funds for diversified growth.

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Fixed Income Deposits

Fixed returns over a defined investment period.

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Thematic Equity Portfolio

USD denominated investments for diversification.

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Product Overview

Best For	Predictable income and capital preservation	Diversified long-term wealth growth	Fixed and predictable returns	Currency diversification and USD exposure
Currency	UGX	UGX / USD	UGX / USD	USD
Product Type	Government security	Professionally managed pooled fund	Fixed-income investment	Multiple USD-denominated products

Investment Details

Minimum Investment	From UGX 100,000	UGX 100,000 / USD 1,000	UGX 20,000,000 / USD 5,000	USD 10,000
Potential Return	Up to 18.5% p.a.	Up to 12.0% p.a	Up to 16% p.a / USD 7% p.a	Up to 20% p.a.
Investment Term	3 to 25 years	Open-ended	2 to 5 years	90 days+
Returns	Interest paid every six months	Fund growth and distributions	Periodic payments or at maturity	Increase in net asset value overtime

Liquidity & Access

Liquidity	Tradable on the secondary market	Redeemable subject to fund terms	Usually held until maturity	Depends on global market conditions
Early Exit	Possible through the secondary market	Withdrawals allowed subject to processing terms	Early withdrawal conditions may apply	Exchange specific conditions apply
Online Access	Available through Level Africa	Available through Level Africa	Available through Level Africa	Available through Level Africa

Investor Fit

Investor Profile	Income-focused and long-term investors	First-time and growth-focused investors	Conservative and goal-based investors	Experienced investors persuing higher return and diversification
Primary Goal	Regular income and capital preservation	Long-term diversified growth	Predictable returns over a fixed term	Long-term growth and global diversification
Risk Profile	Generally lower risk	Depends on the selected fund	Medium risk	Medium to high risk

Latest Thematic Equity Portfolio Insights

Frequently Asked Questions

What is a Thematic Equity Portfolio?

It is a portfolio of equities selected around a specific investment theme or long-term opportunity.

What is the minimum investment?

The minimum investment is USD 10,000.

What returns can I earn?

The portfolio has a potential return of up to 20% p.a. Returns are not guaranteed and depend on the performance of the underlying investments and market conditions.

What currency is the investment in?

The portfolio is denominated in USD.

How long should I invest?

The investment term is 90 days or more. Your investment horizon should take into account the nature of equity markets and the potential for short-term price movements.

How do I earn returns?

Returns are primarily reflected through changes in the net asset value of the portfolio as the underlying equities increase or decrease in value.

Can I withdraw before the end of the investment period?

Early exit is subject to the applicable exchange and product conditions. Liquidity can also depend on global market conditions.

Is the investment guaranteed?

No. Equity investments are subject to market risk, and returns are not guaranteed.

Who is this investment suitable for?

Yes. Your investment activity and portfolio can be monitored through your Level Africa dashboard.

Can I track my investment?

Yes. Your investment activity and portfolio can be monitored through your Level Africa dashboard.