Investment options

Our Funds

Five funds, one ladder. Each step trades a little stability for a little more growth — choose the rung that matches how you sleep at night.

Capital preservation

Octagon Money Market Fund

Invests in high-quality, short-term money market instruments. Built for liquidity and protecting what you put in — available in either Kenyan Shillings or US Dollars.

Term Short-term
Target return Competitive money market rates
Currency KES

Suited to: conservative investors who want their cash accessible and stable.

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Steady income

Octagon Fixed Income Fund

A diversified portfolio of high-quality bonds and fixed income securities, designed for stable, predictable returns over time.

Term Medium-term
Target return Above inflation + consistent income
Currency KES

Suited to: income-focused investors who want regular distributions and modest growth.

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Balanced growth

Octagon Balanced Fund

Combines equities and fixed income in one portfolio, aiming for long-term capital growth while keeping volatility in check.

Term Long-term
Target return Capital growth + moderate income
Currency KES

Suited to: growth-minded investors with a longer horizon and room for some ups and downs.

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Maximum growth

Octagon Equity Fund

A portfolio concentrated in equities, built for investors chasing the highest long-term capital growth and comfortable with bigger swings along the way.

Term Long-term
Target return Capital growth, higher volatility
Currency KES

Suited to: growth-oriented investors with a long horizon and a high tolerance for volatility.

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