Fixed Income Fund
Invest in a diversified portfolio of government bonds and corporate debt securities. Stable returns with capital preservation focus. Ideal for conservative investors.
Key Features
- Government and corporate bonds
- Stable returns with low volatility
- Capital preservation focus
- Monthly income distribution option
- Tax-efficient infrastructure bonds
- Rated by independent agencies
Rates & Charges
- Current Yield: 12.5% p.a.
- Management Fee: 1.5% p.a.
- Minimum Investment: KES 25,000
- Exit Fee (within 6 months): 0.5%
Eligibility Requirements
- Open to individuals and corporates
- Conservative risk profile
- Minimum investment KES 25,000
- KRA PIN Certificate
Required Documents
- 📋 National ID or Passport — Bring to branch
- 📋 KRA PIN Certificate — Bring to branch
- 📋 Bank account details — Bring to branch
Frequently Asked Questions
Find answers to common questions about our services.
How safe is the fixed income fund?
What is the difference between this and a fixed deposit?
Can I receive monthly income from this fund?
Terms & Conditions
The Fixed Income Fund invests in government and corporate debt securities. While bond investments are generally lower risk than equities, they are subject to interest rate risk and credit risk. Bond values may decrease when interest rates rise.The fund aims to preserve capital while generating income, but this objective is not guaranteed. Early exit within 6 months of investment attracts a 0.5% fee.
Ready to Get Started?
Open your Fixed Income Fund today. Visit any branch or apply online.
Apply for Fixed Income Fund
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