Balanced Fund
A mixed portfolio of equities, bonds, and money market instruments for balanced risk and return. Ideal for investors seeking moderate growth with some income.
Key Features
- Mixed asset allocation (equities, bonds, cash)
- Dynamic rebalancing by fund manager
- Moderate risk-return profile
- Quarterly rebalancing
- Semi-annual income distribution
- Suitable for 2-5 year horizon
Rates & Charges
- Management Fee: 2% p.a.
- Target Allocation: 40% equity, 40% bonds, 20% cash
- Minimum Investment: KES 25,000
- Historical Return (5yr avg): 12% p.a.
Eligibility Requirements
- Open to individuals and corporates
- Moderate risk tolerance
- Minimum investment KES 25,000
- Recommended horizon 2-5 years
Required Documents
- 📋 National ID or Passport — Bring to branch
- 📋 KRA PIN Certificate — Bring to branch
- 📋 Risk assessment questionnaire — Bring to branch
- 📋 Source of funds declaration — Bring to branch
Frequently Asked Questions
Find answers to common questions about our services.
What is the asset allocation strategy?
How does rebalancing work?
Is this suitable for retirement savings?
Terms & Conditions
The Balanced Fund invests across multiple asset classes to achieve a balance of growth and income. Asset allocation ranges allow the fund manager flexibility to respond to market conditions within defined limits.As with all collective investment schemes, the value of the fund can fluctuate. Investors should review the fund's Key Investor Information Document before investing.
Ready to Get Started?
Open your Balanced Fund today. Visit any branch or apply online.
Apply for Balanced Fund
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InvestmentsA mixed portfolio of equities, bonds, and money market instruments for balanced risk and return. Ideal for investors seeking moderate growth with some income.
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From KES 25,000