Z
Fixed Income Funds
Zimele Fixed Income Fund (KES)
Zimele Asset Management Ltd
A KES fixed income unit trust offered through the Zimele Savings Plan, with monthly income distribution described in its factsheet.
Information last reviewed: 13 Oct 2026
Overview
The fund invests in fixed income assets and is intended for savers pursuing short- and longer-term goals. Its published factsheet describes a conservative risk profile.
How it works
Investor contributions are pooled and managed by the fund manager. The June 2025 factsheet states that income is distributed monthly and interest compounds.
Fees and charges
The June 2025 factsheet lists a 2.00% annual management fee and 0% initial fee. Confirm the latest fee schedule.
Risks and important considerations
Fixed income investments can be exposed to interest-rate, credit and liquidity risks. Past performance is not a guarantee of future returns.
Eligibility and how to apply
For investors seeking a KES fixed income investment; account types listed by the provider include individual, joint, junior and group accounts.
Frequently asked questions
Provider website checked 2026-10-13. Minimum investment and top-up KES 100; official factsheet located is dated June 2025 and lists 2.00% annual management fee, 0% initial fee, monthly income distribution and conservative risk profile. Confirm latest factsheet and withdrawal processing terms. Sources: https://www.zimele.co.ke/savings-plan/ and https://www.zimele.co.ke/wp-content/uploads/2025/07/ZIMELE-FIXED-INCOME-FUND-FACT-SHEET-JUNE-2025.pdf.
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.