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
Benefits of Investing in Balanced Funds
Professional management expertise
Potential for long-term capital appreciation
Diversification and reduced risk exposure
Low minimum investment requirements
Balanced Funds are ideal for….
- Investors seeking a mix of growth and income potential.
- Individuals who want to diversify their portfolio across different asset classes.
- People who are comfortable with moderate risk and volatility.
- Those who are looking for a long-term investment horizon.
- Investors who want to avoid the extreme ups and downs of purely equity or fixed-income investments.
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