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Jubilee Insurance

Jubilee Fixed Income KES) Fund

Bond fund · Regulated by the IRA

They quote
11.07% a year
their figure, after charges

A fund approved by the Capital Markets Authority. You buy units in it and a manager invests the money for you.

Hear when this changes

What it has actually paid

Year by year
  • Since Inception27.3%
  • 1-Year13%

After the company's charges, where it publishes both. Past periods are not a promise about future ones.

The last few quarters
  • Year to Date8%
  • 6-Month5.8%
  • 3-Month2.9%
  • 1-Month1%

After the company's charges, where it publishes both. Past periods are not a promise about future ones.

The details that matter for this kind of plan

Approved by
The Capital Markets Authority, inside Jubilee Unit Trust Collective Investment Scheme

How to open this

  • Open with KES 100

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?

Nothing is owed. What you have already put in stays invested.

What if you need the money early?

The manager sets the notice and any charge for leaving. This fund does not publish either.

Who this suits

It could work for you if

You want a manager to invest for you and you have checked what this one charges.

Think twice if

You want the price first. Nothing about the charges or the rate is published here.

What they tell you

  • What is the smallest amount you can start with?
    KES 100.
  • Is the advertised return before or after their charges?
    After charges. The number you see is the number you get.
  • Are all their charges published?
    They list no separate charges. What you pay is the price.
  • Do they say who regulates them?
    Yes — the IRA. That is who you complain to.

Talk to them

Compared with the others

There are 14 other plans of this kind on the board. See all 15 side by side — what each one leaves you with, and which of them will not say.

How current is this rate?

The 11.07% on this page is the rate Jubilee Insurance quoted, as at 2025-12-31 — 10 months old.

Jubilee's own effective annual yield, averaged over the three months to 31 December 2025. That is the newest figure the fund publishes and it is nine months older than the money market one.

What has changed here

  • 28 August 2026
    • Somebody read the company's own material only a regulator's listing → researched
    • The quoted rate is now 11.07% a year, and was not published before
    • Smallest lump sum to start is now KES 100, and was not published before

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

What the documents actually say

Every figure above was read out of a document. These are the sentences, word for word, so you can check them rather than take our word for it.

Where we got this