S
Fixed Income Funds
Sanlam Fixed Income Fund (KES)
Sanlam Investments East Africa
A KES fund designed to provide periodic income and moderate capital growth through a portfolio of fixed income assets.
Information last reviewed: 13 Oct 2026
Overview
The fund aims to provide periodic cash-flow income and moderate capital growth, with exposure to Treasury securities, corporate debt, cash and bank deposits.
How it works
Investor contributions are pooled and managed across fixed income assets. The available factsheet says income is distributed quarterly.
Fees and charges
June 2025 factsheet lists a 2.0% annual management fee and a 3.5% 12-month total expense ratio. These are different measures; verify current fees.
Risks and important considerations
Interest-rate changes, corporate issuer credit risk, market volatility and liquidity conditions can affect fund value and income. Returns are not guaranteed.
Eligibility and how to apply
KES-denominated fund. Confirm current top-up minimum, onboarding conditions and redemption terms with the provider.
Frequently asked questions
Available official factsheet dated 30 June 2025 lists KES 2,500 minimum investment, quarterly income distribution, moderate risk, 2% annual management fee and 3.5% 12-month total expense ratio. Top-up and current redemption timing were not confirmed from that factsheet. Source: https://www.sanlam.com/productcatalog/SanlamFundFactSheets/SanlamFundFactSheets/SK_PATA_Sanlam%20Dividend%20Fund.pdf. Confirm a newer factsheet before treating this information 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.