Mansa-X Special Fund is a CMA-regulated Multi-Asset Strategy Fund domiciled in Kenya, operating under the Standard Investment Trust Funds (SITF) umbrella managed by Standard Investment Bank (SIB).
Utilizing a long/short trading model, the fund is specifically designed to optimize returns across all market conditions while protecting capital from downside risks. By combining proprietary portfolio allocation techniques with global exposure across exchanges like the NYSE, LSE, FRA, and HKG, Mansa-X captures growth in single stocks, fixed income, currencies, derivatives, and precious metals.
Q2 2026 Net Return (KES)
Avg. Annual Net Return (KES)
KES Fund AUM
Access detailed asset allocations, geographical distributions, top holdings, and fund manager commentary directly from our repository.
View / Download Fact Sheet (PDF)A KES 1,000,000 investment placed at inception (Jan 2019) grew to KES 3,808,275.61 (after fees) by 30th June 2026. Similarly, USD 10,000 invested on 9th Nov 2022 grew to USD 16,158.19 (after fees).
| Quarter / Period | KES Net Return | USD Net Return |
|---|---|---|
| Q3 2025 | 5.09% | 3.52% |
| Q4 2025 | 4.71% | 3.24% |
| Q1 2026 | 4.74% | 2.88% |
| Q2 2026 | 5.95% | 3.56% |
| Quarterly Average Since Inception | 4.93% | 3.12% |
| Average Annual Net Return | 18.37% | 12.51% |
| Year | KES Gross Return | KES Net Return | USD Gross Return | USD Net Return |
|---|---|---|---|---|
| 2023 | 23.01% | 18.01% | 17.10% | 12.10% |
| 2024 | 24.53% | 19.53% | 17.50% | 12.50% |
| 2025 | 25.74% | 20.74% | 18.37% | 13.37% |
The fund maintains strategic exposures across fixed income, equity tech leaders, energy futures, and short-term liquidity buffers:
Capital is strategically allocated across key international financial jurisdictions to maximize diversification:
| Region | KES Fund Allocation | USD Fund Allocation |
|---|---|---|
| Americas | 51.65% | 55.71% |
| Europe | 25.38% | 27.25% |
| Africa | 17.22% | 11.30% |
| Middle East & Asia | 3.79% | 4.02% |
| Oceania | 1.96% | 1.72% |
"The first half of 2026 was a reminder that markets do not require calm conditions to perform well—they require confidence that corporate earnings can continue to grow... Powered by a technological revolution deeper and more durable than anticipated, Q2 opened under geopolitical shadows, but equities held firm. The S&P 500 added over $8 trillion in market value over three months, ending H1 with a 9.55% gain led by semiconductor stocks and AI supply chains."
Mansa-X operates within a strict regulatory structure with tier-one corporate service providers:
For the KES Fund, minimum initial investment is KES 250,000 with KES 100,000 top-ups. For the USD Fund, minimum initial investment is USD 2,500 with USD 1,000 top-ups.
Financial services charges are 5% p.a. pro rated. Performance charges are 10% above the hurdle rate (Hurdle rate is 25% for KES Fund, 15% for USD Fund). Redemption charges are 0% after the 6-month lock-in period.
The fund utilizes a long/short multi-asset strategy combined with proprietary portfolio allocation techniques and interest rate derivatives to hedge market risks.
Speak with an Infinity Wealth Consulting advisor today to initiate your account setup.