Wealth Management
We have key experience in structuring bespoke investment solutions to suit your financial status, risk preferences, liquidity needs, and investment horizons.
Fixed Income Fund
Updated on October 9, 2024
Note: The rates on the Fixed Income Fund are quoted gross of withholding tax & net all expenses. The management fees applicable on the fund is 2%p.a. on the assets under management.
This Kenya Shilling denominated Fund is suitable for investors whose primary objective is to preserve capital whilst generating a regular interest income. Investors can invest and liquidate their investments with ease. Funds are invested in short-term instruments including Treasury bills and bonds, fixed deposits and other interest-earning assets. The safety of principal investment is paramount. The fund allows for daily withdrawals or investment of a minimum of KES 1,000.
October 9th, 2024
Daily Yield
11.20%
Effective Annual Yield
11.79%
Monthly Insights August 2023
Investment in short term government securities delivered the strongest returns to investors, outperforming returns from Nairobi Securities Exchange listed equities.
