Kenya

Fixed Income Fund (KES)

Fixed Income Fund (KES)

Are you an individual or Corporate who want periodic income and some form of long-term capital growth? Stanbic Fixed Income Fund (KES) will help you achieve both income and capital growth through a well-diversified portfolio of treasury bills and bonds, corporate notes, fixed and capital deposits. Our Fixed Income Fund (KES) offers a balanced approach to income generation and capital appreciation, giving you the confidence to grow your wealth sustainably.

Some of the benefits

Convenience

Transact seamlessly on our online platforms.

Diversification

Mitigate investment risks through a strategic asset diversification approach.

Flexibility

Easily subscribe for/and redeem your investments

Security

Invest safely with our secure banking features

Convenience

Transact seamlessly on our online platforms.

Diversification

Mitigate investment risks through a strategic asset diversification approach.

Flexibility

Easily subscribe for/and redeem your investments

Security

Invest safely with our secure banking features
How to invest

To start investing, use any of the options below:

 

 

Stanbic Unit Trust Funds are products of SBG Securities Limited, which is a subsidiary of Stanbic Holdings Plc and a licensed Investment Bank regulated by the Capital Markets Authority. These funds are distributed by Stanbic Bank Kenya Limited and may also be distributed by authorised agents of SBG Securities limited and Stanbic Bank Kenya Limited

What is required

For Individuals

  • Copy of I.D or Passport
  • Coloured Passport photo
  • Copy of KRA PIN Certificate
  • Copy of Tax Exemption Certificate (If applicable)
  • Proof of Banking details i.e., copy of ATM card with the account number or copy of Bank Statement or original Cancelled Cheque

For corporates and others

  • Copy of National ID or Passport for all signatories and directors
  • Passport size photo for all signatories and directors
  • Copy of KRA PIN Certificate for all signatories and directors
  • Copy of KRA PIN Certificate for the firm / organization (Registered Corporates and partnership)
  • Copy of Tax Exemption Certificate (If applicable)
  • Copy of Certificate of Incorporation
  • Copy of Memorandum and articles of association or updated CR 12
  • Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
  • Proof of Banking details i.e. copy of Bank Statement or Cancelled Cheque
How to Redeem

To redeem a part or all your investments at any time:

  • Option 1: Dial *208#, select the menu option 9. The proceeds of your redemption will be transferred to your nominated bank account within two (2) working days.
    The online redemption service is convenient, flexible and safe.  *Please note that this service is available to individual and joint account holders only. Institutional subscribers (e.g. Corporates, NGOs, Churches etc.) cannot be granted access to this service.
  •  Option 2: Fill in a Redemption Form and submit at any of our branches nationwide. The proceeds of your redemption will be transferred to your nominated bank account within two (2) working days.

* The proceeds of your redemption will be transferred to your nominated bank account within five (2-3) working days.

  • How to invest
  • What is required
  • How to Redeem

To start investing, use any of the options below:

 

 

Stanbic Unit Trust Funds are products of SBG Securities Limited, which is a subsidiary of Stanbic Holdings Plc and a licensed Investment Bank regulated by the Capital Markets Authority. These funds are distributed by Stanbic Bank Kenya Limited and may also be distributed by authorised agents of SBG Securities limited and Stanbic Bank Kenya Limited

For Individuals

  • Copy of I.D or Passport
  • Coloured Passport photo
  • Copy of KRA PIN Certificate
  • Copy of Tax Exemption Certificate (If applicable)
  • Proof of Banking details i.e., copy of ATM card with the account number or copy of Bank Statement or original Cancelled Cheque

For corporates and others

  • Copy of National ID or Passport for all signatories and directors
  • Passport size photo for all signatories and directors
  • Copy of KRA PIN Certificate for all signatories and directors
  • Copy of KRA PIN Certificate for the firm / organization (Registered Corporates and partnership)
  • Copy of Tax Exemption Certificate (If applicable)
  • Copy of Certificate of Incorporation
  • Copy of Memorandum and articles of association or updated CR 12
  • Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
  • Proof of Banking details i.e. copy of Bank Statement or Cancelled Cheque

To redeem a part or all your investments at any time:

  • Option 1: Dial *208#, select the menu option 9. The proceeds of your redemption will be transferred to your nominated bank account within two (2) working days.
    The online redemption service is convenient, flexible and safe.  *Please note that this service is available to individual and joint account holders only. Institutional subscribers (e.g. Corporates, NGOs, Churches etc.) cannot be granted access to this service.
  •  Option 2: Fill in a Redemption Form and submit at any of our branches nationwide. The proceeds of your redemption will be transferred to your nominated bank account within two (2) working days.

* The proceeds of your redemption will be transferred to your nominated bank account within five (2-3) working days.

Start Growing Your Wealth Today

Looking for a secure way to earn predictable returns? Our Fixed Income Fund in Kenya Shillings offers convenience, flexibility, and diversification to help you achieve your financial goals. Let us guide you through the next steps.

Fixed Income Fund (KES) Application Form
Download the Fixed Income Fund (KES) application form, fill the required details and email it to [email protected] or drop it at your nearest Stanbic Bank branch and we will get back to you for further engagements.
2025-12-15
PDF
Download the Fixed Income Fund (KES) application form, fill the required details and email it to [email protected] or drop it at your nearest Stanbic Bank branch and we will get back to you for further engagements.