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ADAM Unit Trust Scheme

ADAM Balanced Fund

Mixed fund · Regulated by the CMA

ADAM Balanced Fund helps moderate risk investors grow their money. It invests in stocks and bonds. You can join the fund, add more money, check how it's doing, and take money out using your mobile phone.

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The details that matter for this kind of plan

Approved by
Approved by the Capital Markets Authority, inside ADAM Unit Trust Scheme
First of its kind
First-ever diaspora-focused Fund Manager in Kenya

What does it cost you?

There are no separate charges. What you pay each month is the price of the cover.

What if you stop paying?

You don't owe anything if you stop paying. Your money stays invested.

What if you need the money early?

The fund manager sets any rules or charges for taking money out early. This fund does not publish these rules or charges.

Who this suits

It could work for you if

This fund suits you if you want a manager to pick investments for you and you don't need to know the exact charges.

Think twice if

This fund does not suit you if you need to know the charges or returns before investing. This fund does not publish its charges or returns.

What they tell you

  • Are all their charges published?
    They list no separate charges. What you pay is the price.
  • Do they say who regulates them?
    Yes — the CMA. That is who you complain to.

Talk to them

Compared with the others

There are 11 other plans of this kind on the board. See all 12 side by side — what each one leaves you with, and which of them will not say.

What has changed here

  • 9 September 2026
    • Somebody read the company's own material only a regulator's listing → researched

We started keeping this record in August 2026. Anything that changed before then is not here. The whole board's record.

Where we got this