17ᵗʰ August 2025 | Effective Annual Yield

Sanlam Special Sterling Fixed Income Fund 2.58% | Sanlam Money Market Fund 15.25% | Sanlam USD Fixed Income Fund 5.51%

17ᵗʰ August 2025 | Effective Annual Yield

Sanlam Special Sterling Fixed Income Fund 2.58% | Sanlam Money Market Fund 15.25% | Sanlam USD Fixed Income Fund 5.51%

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Earn compounded interest with Sanlam Money Market Fund.

Whatever level of investment you are at, you can count on Sanlam Money Market Fund to give your money the growth you are looking for. Invest from as low as KES 2,500.

Earn compounded interest with Sanlam USD Fixed Income Fund .

Whatever level of investment you are at, you can count on Sanlam USD Fixed Income Fund to give your money the growth you are looking for. Invest from as low as USD 2,500.

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You can rely on one of Sanlam Unit Trust experts to ensure you get the right investment advice to grow your personal, group, or your business wealth.

Grow your wealth with Sanlam Unit Trust

Reach your financial goals by making your money grow over time.

All you need to start investing is KES 2,500.

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Rate of Return

Fund	Period	Dates	Rate
Sanlam USD Fixed Income Fund	1-year	Jan 2024 - Dec 2024	5.78% p.a
Sanlam Money Market Fund	1-year	Jan 2024 - Dec 2024	14.81% p.a
Sanlam Money Market Fund	3-year	Jan 2022 - Dec 2024	11.83% p.a
Sanlam Money Market Fund	5-year	Jan 2020 - Dec 2024	10.83% p.a

**Disclaimer: The effective annual yield is net of fees and gross of withholding tax. Past performance is not an indicator of future performance as price of units may rise or fall. In certain specified circumstances, the right to redeem units may be suspended. The Capital Markets Authority does not take responsibility for the financial soundness of the scheme or for the correctness of any statements made or opinions expressed in this regard. The Daily Yield is a simple interest rate applied to your investment each day. The Effective Annual Yield is an annual rate of return, factoring in the effect of compounding interest, where interest is earned not only on the initial investment but also on the interest distributed every month.

Fund Updates

The Sanlam Money Market Fund is suitable for customers who wish to invest their money over a short period (1-12 months) through regular or once-off savings.

The Sanlam Fixed Income Fund is a low-medium risk unit trust fund that seeks to provide unit holders long-term capital appreciation and a high level of income by investing primarily in mid to long term government bonds, high quality corporate bonds, equities and money market securities.(Equities 30% and fixed income 70%.) This is a low to medium risk fund with a risk rating of 1.68-2.35 (based on Pan Africa's rating scale of 0-3). This fund is suitable for the medium risk investor, who is seeking long term growth through dividends and capital gains from the investments. It is aimed at investors looking for a mixture of safety, income, and capital appreciation. The recommended investment period is 3 to 5 years. Returns consist of an interest and a dividend portion and are credited quarterly. It is recommended that the income be re-invested into the fund so as to maximize ivestments returns through compounded growth.

The Sanlam Balanced Fund seeks to provide investors long-term capital appreciation by investing primarily in mid to long term government bonds, high quality corporate bonds, equities and money market securities. (Equities 40% and 60% fixed income.) This is a medium risk fund with a risk rating of 2.36-3 (Based on Pan Africa's rating scale of 0-3.) This fund is suitable for the medium risk investor, who is seeking long term growth through dividends and capital gains from the investments. It is aimed at investors looking for a mixture of safety, income, and capital appreciation. The recommended investment period is 3 to 5years

The Sanlam USD Fixed Income Fund is a fund that aims to provide investors with capital preservation. The fund offers a competitive and consistent attractive level of regular income in US Dollars. The key investments in the fund are fixed income securities such as Government Debt - Kenya Eurobonds, bank and call deposits with local commercial banks denominated in US Dollars. The minimum investment is USD 2,500.

special fund