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Special Fund – Effective Yearly Yield of 7.26% • Equity Fund – Effective Yearly Yield of 8.42% • Locked Income Fund – Effective Yearly Yield of 9.06% • Special Fund – Effective Yearly Yield of 7.26% • Equity Fund – Effective Yearly Yield of 8.42% • Locked Income Fund – Effective Yearly Yield of 9.06% • Special Fund – Effective Yearly Yield of 7.26% • Equity Fund – Effective Yearly Yield of 8.42% • Locked Income Fund – Effective Yearly Yield of 9.06% •

Unit Trust

Unit trusts are collective investment vehicles that pool money from different investors and invest it in diversified portfolios managed by professional fund managers. In Kenya they are regulated by the Capital Markets Authority (CMA) to ensure transparency and investor protection.
01

Money Market Fund

Invest in short-term, low-risk instruments like Treasury bills and bank deposits. It is suitable for short-term savings and capital preservation.

  • We do not offer this category at this time.
  • We think that investors should be able to purchase T-bills and make fixed bank deposits directly.
02

Fixed Income (Bond) Funds

Invest mainly in government and corporate bonds. Designed to provide regular income with moderate risk.

  • We do not offer this category at this time.
  • We think that investors should be able to purchase bonds directly.
03

Equity Funds

Invest primarily in company shares. It is suitable for long-term growth and investors with higher risk tolerance.

  • We offer this fund too by a managed portfolio of 20 well studied stocks.
  • We constantly review, replace and redistribute.
  • In 2025, this fund averaged 5% monthly.
  • That is why we moved most assets to better performing balanced and special fund's.
04

Balanced Funds

They combine equities and bonds to balance growth potential and stability. Ideal for medium-term investors.

  • Balanced fund is active with us and averages 8.4% monthly with capital preservation.
  • An investor can opt out and get their principal within 3 working days.
05

Special Funds

These are diversified with broader investment strategies.

  • We offer this fund.
  • Our average returns is 7% per month.
  • We have one year contracts where investors receive 5% weekly for 20 weeks (about 5 months) to recover principal, then 7% monthly for 7 months.