A Balanced Fund is a type of unit trust that helps you grow your money over the medium to long term by investing in a mix of shares and fixed income assets, ideal if you prefer a medium level of risk with a more balanced approach to growth.

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Balanced Fund

What it is

A Balanced Fund is a type of unit trust that helps you grow your money over the medium to long term by investing in a mix of shares and fixed income assets.

It is ideal if you prefer a medium level of risk with a more balanced approach to growth.

Why choose balanced fund

  • Start from just KES 500 – no minimum top-up and no withdrawal fees.
  • Access your money anytime – no fixed terms or penalties.
  • Track everything easily – view your account, deposit, and withdraw on digital platform.
  • You're in safe hands – your money is managed by a trusted team of experts.
  • Your investments are protected – regulated by the Capital Markets Authority.
  • Invest like a pro – enjoy the power of pooled investments and a diversified portfolio.
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