Invest with Balanced Funds

What are Balanced Funds?

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.

Features of Balanced Funds in Kenya

  • Regulated by the Capital Markets Authority (CMA)
  • Offered by Licensed Fund Managers
  • Invests in a mix of stocks and fixed-income assets
  • Moderate risk-return profile
  • Allow easy withdrawals and deposits
  • Provide market-based returns
  • Diversification across asset classes
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Benefits of Investing in Balanced Funds

Professional management expertise

Flexibility to switch asset allocation

Liquidity and easy access to investments

Diversification and reduced risk exposure

Potential for long-term capital appreciation

Low minimum investment requirements

Who Should Invest in Balanced Funds?

  • Retail investors seeking steady returns

  • Corporates parking medium-term funds

  • Individuals looking for retirement savings

  • Charities and Trusts with 3-5 year horizon

  • First-time investors entering capital markets

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