A balanced fund is a type of mutual fund that invests in a mix of equities and fixed-income securities to provide a balanced risk-return profile. Balanced funds in Kenya invest in stocks and government securities to generate reasonable returns while reducing risk.
Regulated by the Capital Markets Authority (CMA).
Offered and managed by Licensed Fund Managers.
Invests in a strategic mix of stocks and fixed-income assets.
Maintains a moderate risk-return profile to shield your capital.
Allows easy withdrawals and hassle-free deposits.
Provides optimized, market-based returns across cycles.
Growth & Income Seekers: Investors seeking a mix of growth and income potential.
Diversified Clients: Individuals who want to diversify their portfolio across different asset classes.
Moderate Risk Capital: People who are comfortable with moderate risk and volatility.
Horizon Planners: Those who are looking for a long-term investment horizon.
Stability Focused Savers: Investors who want to avoid the extreme ups and downs of purely equity or fixed-income investments.
A smart, single-product option for automated portfolio rebalancing across capital cycles.
