K
Fixed Income Funds
Kuza Fixed Income Fund (KES)
Kuza Asset Management Ltd
A KES fixed income fund designed for a medium-term horizon, investing in government and corporate debt, deposits and other permitted instruments.
Information last reviewed: 13 Oct 2026
Overview
The fund targets income and capital growth through a diversified portfolio of government securities, corporate bonds, commercial paper, bank deposits and other permitted collective investment schemes.
How it works
Investor contributions are pooled and allocated across fixed income assets. The fund is exposed to interest-rate changes and issuer credit risk, including from corporate debt.
Fees and charges
Provider factsheet dated 30 September 2025 lists a 2.00% annual management fee and monthly income distribution. Confirm current fees and distribution policy.
Risks and important considerations
Risks include interest-rate changes, credit/default risk, liquidity risk and fluctuations in portfolio value. Returns and capital are not guaranteed.
Eligibility and how to apply
Provider describes the fund as intended for low-to-medium-risk investors with a medium-term horizon, including 2–3 year goals. Consider the 3-month lock-in and longer suggested horizon before investing.
Frequently asked questions
Checked 2026-10-13. Kuza official page lists minimum investment KES 1,000, minimum top-up KES 100, 2.00% annual management fee, monthly distribution, 3-month lock-in and 2–3 year investment period. The factsheet information on the page is dated 2025-09-30; verify for updates. Source: https://kuzaasset.com/products/fixed-income. Returns intentionally omitted.
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.