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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 Fund | Effective Annual Return |
|---|---|---|
| 1 | Gulfcap Fixed Income Fund | 15.6% |
| 2 | Kuza Fixed Income Fund | 13.9% |
| 3 | Madison Fixed Income Fund | 13.8% |
| 4 | Britam Bond Plus Fund | 13.2% |
| 5 | Etica Fixed Income Fund | 13.1% |
| 6 | Britam Fixed Income Fund (12 Months) | 13.0% |
| 7 | Zimele Fixed Income Fund | 12.8% |
| 8 | Britam Fixed Income Fund (6 Months) | 12.8% |
| 9 | Britam 3 Months Fixed Income Fund | 12.8% |
| 10 | Co-op Bond Fund | 12.8% |
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