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how can I help you today?A professionally managed, KES-denominated fund that invests across multiple asset classes (government bonds, equities, commodities, currencies and international bonds) to give investors diversified exposure through a single portfolio.
The KES Multi-Asset Special Fund invests across multiple asset classes, including government bonds, global equities, commodities, currencies and international bonds, to capture opportunities across different market environments. The portfolio is actively allocated based on market conditions, themes, valuations and opportunities, with predefined risk and loss limits. Investors gain diversified global exposure through a single KES-denominated, professionally managed portfolio.
The fund is suited for individuals and institutions with an investment horizon of three years or more who want diversified exposure across local and global markets, different asset classes through a single actively managed portfolio, and who understand that returns will vary from year to year and that the use of leverage can magnify both gains and losses. Start investing with a minimum opening investment of KES 500,000 and top-ups from KES 250,000.
A diversified, actively managed portfolio designed to compound steadily through changing market environments.
TARGET · NOT GUARANTEED
Target reflects the Fund's design; it is not a forecast or guarantee.
Per year, net of fees, over rolling three-year periods
ONE PORTFOLIO
Government bonds, global equities, commodities, currencies and international bonds in a single KES portfolio.
Asset classes, from Kenya bonds to global markets
REGULATED IN KENYA
Managed by Britam Asset Managers, with Standard Chartered Bank Kenya as trustee and custodian.
Kenyan Special Fund; Standard Chartered trustee
ACCUMULATING
KES-denominated; all generated income and gains are reinvested to compound.
All income reinvested
An actively allocated mandate that can go where opportunities are, with risk limits defined before capital is committed.
The Fund will allocate across Sovereign fixed income, global & local equities, commodities, currencies etc, allowing capital to move toward opportunities across different markets and environments.
The investment team can take both long and short positions across global markets, seeking to generate returns from changing market conditions rather than relying solely on market direction.
Every trade, every trader and the Fund as a whole operate within loss limits set before capital is committed, so a difficult trading year is designed to be absorbed by the bond core.
A CMA-regulated Kenyan Special Fund, managed by Britam Asset Managers, with Standard Chartered Bank Kenya as trustee and custodian.
Solve single-market concentration and interest-rate dependence through one professionally managed portfolio.
Access global & local equities, commodities and currencies through a single professionally managed portfolio.
The Fund can seek returns from different asset classes, markets and trading opportunities rather than relying on a single source of performance.
The Fund can go long or short, so returns do not depend on markets rising.
Diversify beyond Kenya and reduce reliance on a single market, economy or interest-rate cycle.
Derivatives can be used to efficiently access markets and express investment views, subject to predefined exposure, margin and loss limits.
Invest and redeem in KES, with foreign-currency exposure actively managed.
Clear answers about the Multi-Asset Special Fund: fees, access, risks and how to invest.
Our Wealth Advisors can walk you through onboarding.