Unwavering Integrity

Licensed and regulated by the Capital Markets Authority of Uganda.

Invest. Earn. Build A Legacy.

IN UGX & USD UNIT TRUSTS

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Expertise Redefined

A team of elite financial advisors and investment professionals.

Overview

Affordable Access

Unit Trusts Made Easy.

Our Unit Trust fund gives you affordable access to the financial markets. Gain access to various investment options within the capital markets and enjoy the benefits of professional fund management.

You can start by opening an account with Cornerstone Asset Managers Limited and depositing the initial amount of UGX 100,000 or USD 500 and top up anytime with a minimum of UGX 10,000 or USD 50.

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WE ARE

Incorporated in Uganda as a Fund Manager, a dynamic investment management firm in Uganda’s growing financial sector. Cornerstone Asset Managers Limited is set to transform the landscape of wealth management for both individuals and institutions.

Driven by a Bold Vision to enable people experience financial well-being and prosperity. This vision fuels our mission to deliver unmatched investment excellence, empowering our stakeholders to achieve sustainable growth over the long term.

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Key Services

Welcome to the Future of Wealth Management in Uganda

We are committed to providing high-quality financial solutions that address the evolving needs of individuals and institutions in Uganda’s dynamic economic environment.

Wealth Management

Wealth Management

Wealth Management

In a market that requires expert stewardship of wealth, Cornerstone provides Wealth Management services tailored to institutional and private clients. With our personalized approach we understand that wealth management is not a one-sizefits-all endeavor.

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Cash Management Solutions

Cash Management Solutions

Because of the multitude of daily cash transactions in the course of business, these transactions need to be managed in order to maximize liquidity and minimize our clients’ cost of funds. This is what Cornerstone’s Cash Management Solution is all about.

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Income Unit Trust Funds

Income Unit Trust Funds

Income Unit Trust Funds

As Uganda’s financial markets grow, the demand for accessible, diversified investment products is increasing. Cornerstone addresses this need through Unit Trust Funds, offering both local and international options i.e Uganda Shilling Income Fund & USD Income Fund.

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Wealth Management

Wealth

Management

At Cornerstone, we believe in building enduring partnerships founded on trust, transparency, and shared success. We see ourselves as stewards of your wealth, working diligently to manage and grow your assets while providing the support and guidance you need to navigate life’s financial complexities confidently.

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Our Core

Impaccible Competitiveness 01

Relentlessly pushing your limits, outthinking the opposition, and turning every challenge into an opportunity.

Smart Decision Making 02

The quality of a decision determines the quality of a life. Strive for clarity, wisdom, & integrity in every choice.

A New Era of

Prosperity Begins

Offering tailored investment solutions for individuals, families, and institutions, we’re here to help you secure your financial future. Stay tuned as we open our doors to opportunities, innovation, and growth.

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A New Standard of

Wealth Management

Experience unparalleled expertise and tailored solutions designed to secure and elevate your financial legacy. Step into a realm of opportunity, innovation, and enduring growth with us.

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Save for your

golden years

Usually involves contributions from both the employee and employer, deducted from paychecks. The contributed funds are invested in various assets like stocks and bonds to grow over time. Upon retirement, you can choose to receive regular monthly payments or a lump sum payout depending on the plan.

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The goal of a

Unit Trust Fund

To create a diversified portfolio of assets that can provide a more stable and accessible way to grow wealth. Investors purchase units in the trust, which represent your proportionate ownership of the assets i.e bonds, money market instruments, shares, and property. Unit trusts generate income from interest and dividends.

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Grow & Protect

your assets

Wealth management is crucial.. We help you make informed decisions about your finances, plan for retirement, protect and grow your assets. With the guidance of our professional wealth managers, you can avoid costly mistakes, maximize returns on investments, and diversify your portfolio to manage risks.

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Cash Management

Solutions

Because of the multitude of daily cash transactions in the course of business, these transactions need to be managed in order to maximize liquidity and minimize our clients’ cost of funds. This is what Cornerstone’s Cash Management Solution is all about.

You will get a customized solution tailored to your business’ needs.

Cash flow matching i.e we will help you match your cash outflows / financial obligations with your cash inflows over different time horizons.

Improved liquidity management that gives your business an edge through better decision making.

You will gain a competitive advantage over your peers by unlocking your true cashflow potential.

Our Unit

Trust Funds

As Uganda’s financial markets grow, the demand for accessible, diversified investment products is increasing. Cornerstone addresses this need through Unit Trust Funds, offering both local and international options.

Our Distinguished Funds
Uganda Shilling Income Fund
Uganda Shilling Income Fund
An ideal parking place for conservative investors seeking consistent returns in Uganda Shillings. Designed for those who prioritize security without compromising on yield.
USD Income Fund
USD Income Fund
The ideal choice for discerning investors seeking exposure to US Dollar denominated assets, offering a hedge against currency volatility while unlocking global investment potential.
Our Unit Trust Funds are carefully curated to suit both retail and institutional investors, ensuring accessibility, transparency, and long-term value creation.
View our unit trust income fund file

Why Us

With Uganda’s financial landscape rapidly evolving, we have a team that understands the intricacies of the economy, regulations, and investment trends, enabling us to craft solutions that address specific market challenges. We don’t just follow trends — we anticipate and adapt to shifts, positioning our clients to maximize opportunities in Uganda’s vibrant financial ecosystem

Deep Local Expertise

Through our Unit Trust Funds — the UGX Fund and Dollar Fund — we provide simple yet effective ways for investors to grow their wealth. The UGX Fund enables clients to invest in local currency with steady returns while supporting the domestic economy. Meanwhile, the Dollar Fund offers exposure to global markets, protecting clients from currency volatility and diversifying their portfolios. By bridging accessibility and expertise, we empower clients to take charge of their financial futures.

Accessibility Through Unit Trust Funds

In a market where trust is paramount, Cornerstone prioritizes transparency, accountability, and adherence to regulatory standards. We are fully lincensed under the Capital Markets Authority (CMA) and the Uganda Retirement Benefits Regulatory Authority (UBRA), ensuring that our operations meet the highest benchmarks of compliance. This commitment to governance instills confidence in our clients, safeguarding their investments while maintaining integrity in all our dealings.

Compliance and Governance

Our clients are at the heart of everything we do. We believe in building lasting partnerships by understanding individual needs and delivering tailored solutions that align with their goals. By providing ongoing support, personalized advice, and actionable insights, we empower our clients to make informed decisions that drive success. This client-first approach not only strengthens trust but also positions our clients on a path to long-term financial prosperity, helping them build and sustain wealth for generations.

Client-Centric Approach

With decades of combined experience, our leadership team and skilled workforce deliver expert insights and innovative solutions. We are committed to driving success for our clients through a blend of local expertise and global best practices.

Experienced Leadership and Team

Our Team

Michael Opira

Michael Opira

Board Chairman

Michael Opira

A seasoned banker with a solid track record at business transformation with a key emphasis around systems and technology.

Simon Mwebaze, CFA

Simon Mwebaze, CFA

Managing Director

Simon Mwebaze, CFA

An investment professional with a strong passion towards enabling individuals and institutions achieve their financial goals and well being.

Martha Okweyo Agaba

Martha Okweyo Agaba

Director

Martha Okweyo Agaba

A highly experienced and accomplished Senior Architect, with over a decade of expertise in architectural design, project management, and stakeholder engagement.

Christina Lunkuse

Christina Lunkuse

Board Member

Christina Lunkuse

A seasoned professional with extensive experience in strategy, investment advisory, and corporate finance.

Alinda Brian

Alinda Brian

Head Marketing & Distribution

Alinda Brian

A seasoned professional Banker with over a 16years of experience in Banking, investment, private equities and business growth strategy with in Uganda and the East African region as a whole.

Ketra Birungi

Ketra Birungi

Compliance & Risk Manager

Ketra Birungi

A seasoned Risk and Compliance professional from Uganda with extensive experience in data analysis, risk assessment, and conflict management.

Joseph Kalema

Joseph Kalema

Investment Manager

Joseph Kalema

A seasoned investment professional with over a decade of experience in public and private equities, investment consulting, and business growth strategy across East Africa.

Robinson Sentongo

Robinson Sentongo

Investment Associate

Robinson Sentongo

An Investment Associate at Cornerstone Asset Managers, bringing a strong academic foundation and a passion for finance to the team.

Masha Michael Katende

Masha Michael Katende

Investment Associate

Masha Michael Katende

A Wealth Management Professional, with expertise in economics and finance to create tailored wealth strategies. His focus is on merging comprehensive data analysis with personalized client service to optimize financial portfolios.

Sana Nandwani

Sana Nandwani

Investment Associate & Client Relations

Sana Nandwani

An Investment Associate, with a focus on client relations and portfolio support. With experience in the Southeast Asian market and a background in actuarial science, she brings strong analytical skills and regional insight to her role. Sana is committed to helping clients build long-term wealth through informed, personalized investment strategies.

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01 What is a Unit Trust Fund?

A Unit Trust is a way for people to pool their money together to invest in big opportunities like shares, bonds, or real estate. Everyone who contributes owns a small piece, called a unit, of the big investment.

These funds are invested in Government Bonds, Treasury Bills, Fixed & Call Deposits.

  1. The minimum initial investment in the Uganda Shilling Income Fund is UGX 100,000 and you can top up anytime with a minimum of UGX 10,000.
  2. The Dollar Income Fund requires a minimum initial investment of USD 500 and you can top up anytime with a minimum of USD 50.

Private wealth management is the practice of solving or enhancing your financial situation and achieving short-, medium-, and long-term financial goals with the help of our financial adviser.

FAQs
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