Balanced fund · KES · Old Mutual Unit Trust Scheme

Old Mutual Balanced Fund rate today

This fund does not publish a running yield. It is priced per unit, so its return comes from the change in unit price rather than a quoted rate.

Rates as of 22 Oct 2026

Minimum investment
KES 5,000
Management fee
3.37%

Questions people ask about Old Mutual Balanced Fund

What is the minimum investment for Old Mutual Balanced Fund?
Old Mutual Balanced Fund requires a minimum of KES 5,000 to open. Minimums vary widely between Kenyan funds, from a hundred shillings to six figures, and a higher minimum does not reliably buy a higher yield.
Who manages Old Mutual Balanced Fund?
Old Mutual Balanced Fund is managed by Old Mutual Unit Trust Scheme, a fund manager licensed by the Capital Markets Authority. Fructa tracks every CMA licensed collective investment scheme that publishes a rate.
Is Old Mutual Balanced Fund a good place to keep money?
That depends on what you are comparing it against and what you need the money for. The yield matters, but so do the minimum, the fee, how quickly you can withdraw, and whether the return beats inflation once tax is taken. Fructa shows gross, net and real side by side for every fund so the comparison is like for like.

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Rates come from fund managers, factsheets, the CBK and the CMA, for information only. Not investment advice.