B
Fixed Income Funds
Britam Bond Plus Fund
Britam Asset Managers (Kenya) Ltd
A fixed income-oriented unit trust intended to provide income through a portfolio managed by Britam Asset Managers.
Information last reviewed: 13 Oct 2026
Overview
The fund provides access to a professionally managed portfolio of fixed income investments. Check the current fund documents for portfolio allocation and objective details.
How it works
Investors buy units in a pooled investment scheme. Unit value and income can change with market conditions.
Fees and charges
Britam September 2024 brochure lists an annual management fee of up to 2.5%, one free withdrawal per calendar month, and KES 750 per additional withdrawal within the same month. Verify current terms and whether all charges remain applicable.
Risks and important considerations
Fixed income securities can be affected by interest-rate changes, credit events and liquidity conditions. Returns and capital are not guaranteed.
Eligibility and how to apply
The 2024 brochure says an ID or passport and KRA PIN are required. Confirm current onboarding requirements and documents.
Frequently asked questions
Source: Britam Bond Plus Fund / SmartYield brochure (September 2024): https://ke.britam.com/images/FormsAndDownloads/BPF-SmartYield-Brochure-Final-Sep-2024.pdf. Lists minimum investment and top-up KES 1,000, initial 14-day access restriction, 24–48 business working hours thereafter, annual management fee up to 2.5%, one free withdrawal monthly and KES 750 per additional withdrawal. Because the brochure is dated 2024, verify all terms against the latest documents before presenting them as current.
MoneyVersations provides educational information, not a guarantee of returns or a substitute for individualized financial advice. Investment values and returns may fluctuate; insurance cover is subject to policy terms, exclusions and conditions.