List Of Licensed Collective Investment Schemes In Kenya

This article lists all licensed Collective Investment Schemes in Kenya. The Capital Markets Authority (CMA) is the regulatory body in Kenya that oversees the approval and regulation of Collective Investment Schemes (CIS).

The Capital Markets Authority of Kenya, also known as CMA, is a government financial regulatory entity responsible for supervising, licensing and monitoring the activities of the capital markets within the Republic of Kenya, market intermediaries, including the stock exchange, and the central depository and settlement system and all other persons licensed under the Capital Markets Act of Kenya.

The Capital Markets Authority regulates the capital markets sector by providing guidelines for corporate asset allocation. In the Capital Markets Act, guidelines for the amount of funds to be invested in each class of assets e.g. equities, government bonds and bills, are given in ranges.

Kuza Asset Management Unit Trust Scheme

  • Kuza Fixed Income Fund
  • Kuza Money Market Fund (KES)
  • Kuza Money Market Fund (USD)
  • Kuza Momentum Fund

Enwealth Capital Unit Trust Scheme

  • Enwealth Balanced Fund
  • Enwealth Equity Fund
  • Enwealth Money Market Fund

Jubilee Unit Trust Collective Investment Scheme

  • Jubilee Balanced Fund
  • Jubilee Equity Fund
  • Jubilee Fixed Income KES) Fund
  • Jubilee Fixed Income (USD) Fund
  • Jubilee Money Market Fund

Amaka Unit Trust (Umbrella) Scheme

  • Amaka HOSP Fixed Income Fund
  • Amaka Qualified Investor Tenant Purchase Scheme Fund

GenAfrica Unit Trust Scheme

  • GenAfrica Money Market Fund
  • GenAfrica Equity Fund
  • GenAfrica Fixed Income Fund

KCB Unit Trust Scheme (formerly Natbank Unit Trust Scheme)

  • KCB Money Market Fund (Kes) (formerly Natbank Money Market Fund)
  • KCB Fixed Income Fund (formerly Natbank Fixed Income Fund)
  • KCB Balanced Fund (formerly Natbank Balanced Fund)
  • KCB Equity Fund (formerly Natbank Equity Fund)
  • KCB Money Market Fund (USD) (formerly Natbank Money Market Fund (USD)

ADAM Unit Trust Scheme

  • ADAM Balanced Fund
  • ADAM Equities Fund
  • ADAM Fixed Income Fund
  • ADAM Money Market Fund

Masaru Unit Trust Scheme 

  • Masaru Wealth Management Fund
  • Masaru Money Market Fund

Jaza Unit Trust Fund

  • Boda Riders Money Market Fund

Absa Unit Trust Funds

  • Absa Balanced Fund
  • Absa Bond Fund
  • Absa Dollar Money Market Fund
  • Absa Equity Fund
  • Absa Shilling Money Market Fund

Wanafunzi Investment Unit Trust Fund

Orient Umbrella Collective Investment Scheme (formerly Alphafrica Umbrella

  • Orient Hifadhi Fixed Income Fund (formerly Alphafrica Hifadhi Fixed Income Fund); and
  • Orient Kasha Money Market Fund (formerly Alphafrica Kasha Money Market Fund)

Cytonn Unit Trust Scheme

  • Cytonn Money Market Fund
  • Cytonn Balanced Fund
  • Cytonn Equity Fund
  • Cytonn Africa Financial Services Fund
  • Cytonn Money Market Fund (USD)
  • Cytonn High Yield Fund

Apollo Unit Trust Scheme

  • Apollo Money Market Fund
  • Apollo Balanced Fund
  • Apollo Aggressive Growth Fund
  • Apollo Equity Fund
  • Apollo East Africa Fund
  • Apollo Bond Fund

Co-op Trust Fund

  • Co-op Balanced Fund
  • Co-op Equity Fund
  • Co-op Bond Fund
  • Co-op Money Market Fund
  • Co-op Fixed Income Gratuity Fund

Dry Associates Unit Trust Scheme

  • Dry Associates Money Market Fund (Kenya Shillings)
  • Dry Associates Money Market Fund (US Dollars)
  • Dry Associates Balanced Fund (Kenya Shillings)

Equity Investment Bank Collective Investment Scheme

  • Equity Investment Bank Money Market Fund
  • Equity Investment Bank Balanced Fund

Old Mutual Unit Trust Scheme

  • Old Mutual Equity Fund
  • Old Mutual Money Market Fund
  • Old Mutual Balanced Fund
  • Old Mutual East Africa Fund
  • Old Mutual Bond Fund

Nabo Africa Funds

  • Nabo Africa Money Market Fund
  • Nabo Africa Balanced Fund
  • Nabo Africa Fixed Income Fund
  • Nabo Africa Equity Fund
  • Nabo Capital Money Market Fund (USD)
  • Nabo Income Fund.

Sanlam Unit Trust Scheme

  • Sanlam Money Market Fund (Sanlam Pesa Plus Fund)
  • Sanlam Dividend Plus Fund (Sanlam Faida Plus Fund)
  • Sanlam Balanced Fund (Sanlam Chama Plus Fund)

Genghis Specialized Funds

  • Gencap NSE25 Index Tracker; and
  • Gencap Financial Services Fund.

Mali Money Market Fund

Genghis Unit Trust Funds

  • GenCap Hazina Fund (Bond Fund)
  • GenCap Eneza Fund (Diversified Fund)
  • GenCap Hela Fund (Money Market Fund)
  • GenCap Iman Fund (Shariah Compliant Fund)
  • GenCap Hisa Fund (Equity Fund)
  • GenCap Hela Imara Fund (Money Market Fund)
  • Gencap Eneza Imara Fund
  • Gencap Hisa Imara Fund
  • Gencap Iman Imara Fund
  • Gencap Fixed Income Fund

First Ethical Opportunities Fund

Diaspora Unit Trust Scheme

  • Diaspora Money Market Fund;
  • Diaspora Bond Fund; and
  • Diaspora Equity Fund

Amana Unit Trust Funds Scheme

  • Amana Money Market Fund
  • Amana Balanced Fund
  • Amana Equity Fund

Dyer and Blair Unit Trust Scheme

  • Dyer and Blair Diversified Fund
  • Dyer and Blair Bond Fund
  • Dyer and Blair Money Market Fund
  • Dyer and Blair Equity Fund

Madison Unit Trust Fund

  • Madison Money Market Fund
  • Madison Fixed Income Fund
  • Madison Wealth Fund

CIC Unit Trust Scheme

  • CIC Money Market Fund
  • CIC Balanced Fund
  • CIC Fixed Income Fund
  • CIC Equity Fund
  • CIC Wealth Fund
  • CIC Dollar Fund

Standard Investment Trust Funds

  • Standard Investment Equity Growth Fund
  • Standard Investment Fixed Income Fund
  • Standard Investment Balanced Fund

ICEA Unit Trust Scheme

  • ICEA Money Market Fund
  • ICEA Equity Fund
  • ICEA Balanced Fund
  • ICEA Bond Fund

Zimele Unit Trust Scheme

  • Zimele Balanced Fund
  • Zimele Money Market Fund
  • Zimele Fixed Income Fund

NCBA Unit Trust Funds

  • NCBA Fixed Income Fund
  • NCBA Equity Fund
  • NCBA Dollar Fixed Income Fund
  • NCBA Fixed Income Basket Note (KES Fund
  • NCBA Fixed Income Basket Note (USD) Fund

British-American Unit Trust Scheme

  • British-American Money Market Fund
  • British-American Income Fund
  • British-American Balanced Fund
  • British-American Equity Fund

African Alliance Kenya Unit Trust Scheme 

  • African Alliance Kenya Money Market Fund
  • African Alliance Kenya Fixed Income Fund
  • African Alliance Kenya Managed Fund
  • African Alliance Kenya Equity Fund
  • African Alliance Kenya Enhanced Yield Fund

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