UTT AMIS is represented in NavViewTZ by a broad set of collective investment schemes spanning money market, bond, balanced, income, and goal-based savings strategies.
Earliest tracked fund inception in this catalogue: 2005.
5-year lock-in; partial redemptions allowed after lock-in
Management fee
1.50%
Fund size
TZS 45.94B
Contribution plan rather than a lump sum: UTT AMIS quotes joining from TZS 8,340 per month, the rate for a TZS 1,000,000 chosen contribution over the 10-year term.
TZS 5,000 for the annual reinvestment plan; TZS 1,000,000 for the annual income plan; TZS 2,000,000 for the quarterly income plan. Additional investment is TZS 15,000 on the income plans and TZS 5,000 on the reinvestment plan.
NavViewTZ currently tracks 6 funds for UTT AMIS. The list below is built from the fund catalogue and combines static fund metadata with the latest available performance feed where available.
Governance
Who holds and safeguards UTT AMIS's funds, how its board is appointed, and how conflicts of interest are disclosed. These facts apply across every fund UTT AMIS runs.
Trustee / Custodian
CRDB Bank Plc
A commercial bank licensed under the Banking and Financial Institutions Act, 2006. Incorporated in 1996 as a public limited liability company, Certificate of Incorporation No. 30227. Was CMSA-approved as Custodian of all five (now six) collective investment schemes managed by UTT AMIS, and is the largest bank in Tanzania by total assets. Registered office: Accommodation Scheme Building/House, Azikiwe Street, P.O. Box 268, Dar es Salaam.
Board
Government-appointed board, not a private company board (contrast iTrust's private company board). Members of the Board of Directors are appointed by the Minister of Finance of the United Republic of Tanzania, while the Chairman is appointed by the President of the United Republic of Tanzania. The Board is assisted in day-to-day affairs by a Management team under the Managing Director.
Auditor
KPMG (2nd Floor, The Luminary, Haile Selassie Road, Masaki, Dar es Salaam)
Legal advisor
Abenry & Company (Golden Jubilee Towers, Main Tower, 2nd Floor, Ohio/Kibo Street, Dar es Salaam)
Registrar
UTT AMIS Plc (self-registrar; also acts as Registrar & Transfer Agent)
Related-party disclosure
Neither the Custodian nor the Directors are associated persons.
Regulator
Capital Markets and Securities Authority (offer documents are forwarded to CMSA for the Collective Investment Schemes Regulations 1997 due-diligence sign-off; units are not approved or disapproved by CMSA).
Complaints / queries
Investor grievances are addressed to the Managing Director, UTT Asset Management and Investor Services Plc, P.O. Box 14825, Dar es Salaam (Tel +255 22 2128460, toll-free numbers for Vodacom/Tigo/Airtel, Fax +255 22 2137593). An 'Investor Service/Complaint Form' is available at UTT AMIS offices and on the website; unresolved grievances may be escalated to CMSA.
Official site 
