MONEYVERSATIONS PRODUCT GUIDE

Fixed Income Funds

Funds investing primarily in fixed-income instruments.

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10 published products

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.

Minimum amount KES 1,000.00

Fixed Income Funds

CIC Fixed Income Fund

CIC Asset Management Ltd

A moderate-risk fund investing in a diversified portfolio of Kenyan government and corporate bonds for medium- to long-term income.

Minimum amount KES 5,000.00

Fixed Income Funds

Etica Fixed Income Fund (KES)

Etica Capital Ltd

A KES fixed income unit trust investing across government securities, bank deposits and other fixed income instruments.

Minimum amount KES 100.00

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.

Minimum amount KES 1,000.00

Fixed Income Funds

Madison Fixed Income Fund

Madison Investment Managers Ltd

A fixed income fund targeting capital preservation and regular income, with a three-month renewable investment tenor.

Minimum amount KES 5,000.00

Fixed Income Funds

Nabo Kenya Shilling Fixed Income Fund

Nabo Capital Ltd

A KES fixed income fund investing in a diversified range of government and corporate debt securities.

Minimum amount KES 100,000.00

Fixed Income Funds

NCBA Fixed Income Fund (KES)

NCBA Investment Bank

A KES-denominated fixed income fund investing in deposits, Treasury bills and bonds, commercial paper and corporate bonds.

Minimum amount KES 1,000.00

Fixed Income Funds

Old Mutual Special Fixed Income Fund

Old Mutual Investment Group (Kenya)

A fixed-duration KES fixed income fund intended for medium- to long-term income and capital growth, including high-net-worth and institutional investors.

Minimum amount KES 1,000,000.00

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.

Minimum amount KES 2,500.00

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.

Minimum amount KES 100.00