Habari, Wanjiku

Nabo Balanced Fund

Nabo Capital · Multi-asset

14.8%

78% match
Medium riskKES · min KES 10k
Why this matches you

78% match

One-product solution if you don't want to mix yourself. Matches your Balanced risk profile.

About

60/40 KES equity/fixed-income blend with quarterly rebalancing.

Quick facts

AUMKES 12.3B
Inception2020-01-15
CurrencyKES
RiskMedium
MinKES 10k

AI prospectus summary

Strategy

60% NSE equity, 40% T-bonds, rebalanced quarterly.

Return drivers

Equity beta (65%), bond carry (35%).

Key risks

NSE concentration, interest-rate cycle on bond sleeve.

Fees

1.5% management.

Liquidity

Daily NAV; T+2.

What this means for you

Plain English

Good 'set and forget' for your Future Me goal.