Zimele Balanced Fund
The Balanced Fund is invested in shares of companies listed at the Nairobi Securities Exchange (NSE) and various interest earning investments. Its focus is long-term growth, and as such, is ideal for investors with a medium-term to long term horizon, typically three to five years.
Returns are in the form of appreciation of units purchased (capital gains). One can invest either on a monthly basis or lump sum amounts at their convenience. Charges include a one-off administration fee of 3% on every new contribution, and an annual management fee of 2.5%.