Research

Top 10 Fixed Income Funds in Kenya – Week Ending 21st March 2025

This past week, fixed income funds remained a popular choice for yield-seeking investors. Here’s how the top 10 performers stacked up:

📊 Top 10 Fixed Income Funds by Effective Annual Return (EAR)

#Fixed Income FundEffective Annual Return
1Gulfcap Fixed Income Fund15.6%
2Kuza Fixed Income Fund13.9%
3Madison Fixed Income Fund13.8%
4Britam Bond Plus Fund13.2%
5Etica Fixed Income Fund13.1%
6Britam Fixed Income Fund (12 Months)13.0%
7Zimele Fixed Income Fund12.8%
8Britam Fixed Income Fund (6 Months)12.8%
9Britam 3 Months Fixed Income Fund12.8%
10Co-op Bond Fund12.8%

Insights:

  • Gulfcap Fixed Income Fund maintained its lead, holding steady at 15.6% for the second week in a row.
  • Madison Fixed Income Fund saw a modest increase of +0.3% WoW, continuing a positive performance trend.
  • Hifadhi Fixed Income Fund (though not in the top 10) made a notable gain of +1.1% WoW.
  • Zimele Fixed Income Fund recorded the largest decline, dropping by 1.5% WoW, pushing it from 2nd to 7th place.
  • Etica and NCBA saw a dip of -1.0% WoW each, while Co-op and Kuza declined slightly by -0.2% WoW.

Despite some shifts, the top performers continue to offer double-digit returns, with yield curves remaining favorable for investors seeking safer, steady returns.

FixedIncomeFunds #KenyaInvestments #BondFunds #InvestmentInsights #NuPathAdvisory

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