Kuza Fixed Income Fund (KES)

 The Kuza Fixed Income Fund (KES) is tailor-made for low-to-medium-risk investors with a medium-term investment horizon and who prefer frequent income-generating securities.

Allowable securities
The fund prioritizes short-to-medium-term quality interest-bearing securities that have the potential to provide stable growth and income at moderate risk which include:
1. Government Bonds
2. Government Treasury Bills.
3. Corporate bonds.
4. Commercial papers.
5. Collective Investment Schemes.

Investment Strategies
The Kuza Fixed Income Fund’s investments aim to generate unrivaled returns by investing in the right mix of income and capital growth by employing tactical, diversified, strict rules-based, consistent periodic credit reviews and effective liquidity management.

Why Invest in Kuza Fixed Income Fund
1. Capital preservation.
2. Attainment of a 2–3 year goal.
3. Generate a stable income source.
4. Diversification.

Minimum Investment
Minimum Initial Investment Amount – KES 5,000.
Minimum Top-up Amount – KES 1,000.

Management Fees
Annual Management Fee – 2.00%.

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