Kshs Bond Fund: 12.88% | USD Bond Fund: 4.03% | Money Market Fund: 10.16% | Equity Fund: 14.19% | USD Money Market Fund: 5.03% | Global Asset Special Fund: 0% | Private Debt Special Fund: 14.16% | Last updated: March 17, 2026 – 11:27 AM
Applicable to:
- Individuals
- Diaspora
- Chamas
- Corporates
MONEY MARKET FUND
FIXED INCOME BOND FUND
EQUITY FUND
PRIVATE DEBT SPECIAL FUND
GLOBAL ASSET SPECIAL FUND
MONEY MARKET FUND
KSH MMF
- Goal: Capital Preservation
- Risk: Low
- Ensures no loss of principal.
- Returns keep pace with inflation.
- Fund invests in Treasury Bills, Fixed Deposits and Commercial Paper.
- Minimum Investment: KES 1,000
- Minimum Top-Up: KES 100
MONEY MARKET FUND
USD MMF
- Goal: Capital Preservation
- Risk: Low
- Ensures no loss of principal.
- Returns keep pace with inflation.
- Fund invests in Treasury Bills, Fixed Deposits and Commercial Paper denominated in USD.
- Minimum Investment: USD 100
- Minimum Top-Up: USD 10
MONEY MARKET FUND
Special MMF
- Goal: Capital Preservation
- Risk: Low
- Fixed Rate | Fixed Term | Fixed Return
- Fund invests in Treasury Bills, Fixed Deposits and Commercial Paper.
- Minimum Investment: 1,000,000
- Minimum Top-Up: 500,000
KSH
FIXED INCOME BOND FUND (KSH)
- Goal: Income
- Risk: Medium/Moderate
- Ensures a stable income stream over a longer period of time.
- Fund invests in Treasury Bonds and Corporate Bonds.
- Minimum Investment: KES 1,000
USD
FIXED INCOME BOND FUND (USD)
- Goal: Income
- Risk: Medium/Moderate
- Ensures a stable income stream over a longer period of time.
- Fund invests in Treasury Bonds and Corporate Bonds denominated in USD.
- Minimum Investment: USD 100
Equity Fund
KSH Equity Fund
- Goal: Capital Growth
- Risk: High
- Ensures high increase in the value of an investment over time.
- The fund invests in shares quoted on the Nairobi Securities Exchange and other East African Exchanges that have the potential for appreciation.
- Minimum Investment: KES 1,000
- Minimum Top-Up: KES 100
Private Debt Special Fund
KSH Private Debt Special Fund
- Goal: Capital Preservation & Steady Income
- Risk: Moderate
- Ensures regular income while preserving capital by investing in both short-term and long-term corporate debt.
- The fund focuses on direct lending to corporates, private debt funds and other alternative debt securities/ assets.
- Minimum Investment: KES 1,000,000
- Minimum Top-Up: KES 500,000
- Lockin Period: 6 Months
- Interest Distribution: Quarterly
Global Asset Special Fund
KSH Global Asset Special Fund
- Goal: Capital Appreciation & Income Growth
- Risk: High
- Ensures long-term capital growth and income by investing across multiple assets and different regions in the global market.
- The fund focuses on:
i) Assets with unique catalysts
ii) Sectors expected to yield outsized returns
iii) Alternative assets. - Minimum Investment: KES 100,000
- Minimum Top-Up: KES 50,000
- Lockin Period: 6 Months
- Interest Distribution: Semi-Annually
Individual
Diaspora
Chamas
Corporate
Individuals
Collective Invest Schemes
- Kshs Money Market Fund
- USD Money Market Fund
- Fixed Rate Money Market Fund
- Kshs Bond Fund
- USD Bond Fund
- Equity Fund
Pensions
- Income Draw Down (IDD)
- Individual Pension Plan (IPP)
Diaspora
Collective Investment Schemes
- Kshs Money Market Fund
- USD Money Market Fund
- Fixed Rate Money Market Fund
- Kshs Bond Fund
- USD Bond Fund
- Equity Fund
Pensions
- Individual Pension Plan (IPP)
Chamas
Collective Investment Schemes
- Kshs Money Market Fund
- USD Money Market Fund
- Fixed Rate Money Market Fund
- Kshs Bond Fund
- USD Bond Fund
- Equity Fund
Pensions
- Income Draw Down (IDD)
- Individual Pension Plan (IPP)
Corporate
Collective Investment Schemes
- Kshs Money Market Fund
- USD Money Market Fund
- Fixed Rate Money Market Fund
- Kshs Bond Fund
- USD Bond Fund
- Equity Fund
Pensions
- Umbrella Fund
- Segregated Fund