4.72% In Q1 & 21.60% Annualized — Arvocap Almasi Fund (2026 Performance Breakdown)

If you invested Ksh 1,000,000 on 1st January 2026:

You would have earned Ksh 47,200 by 31st March 2026.

That is a solid return for a fixed income fund.

Most conventional fixed income funds average around 10%–12% annually.

So when you see a fund delivering 21.60% annualized return—with a moderate risk rating of 3 out of 7, it will naturally turn heads.

4.72% In Q1 & 21.60% Annualized ➖ Arvocap Almasi Fund

A Closer Look at the Performance Numbers

Now look at the numbers:

  • Q1 2026: 4.72%
  • Last 12 Months: 21.60%
  • 2025 Net Return: 20.51%
  • Since Inception (Gross): 49.22%

What Is Driving This Performance?

The Almasi Fund’s core mandate is simple:

Long-term capital growth through active fixed income investing.

This is not a passive “buy-and-hold” strategy.

It is driven by active trading in the secondary bond market, where fund managers take advantage of interest rate movements and pricing inefficiencies.

The portfolio is diversified across:

  • Kenyan Government Bonds
  • Treasury Bills
  • High-Quality Corporate Bonds & Commercial Papers
  • Fixed Deposits, Cash & Demand Deposits

Fund Structure

  • Minimum Investment: Ksh 100,000
  • Minimum Top-Up: Ksh 100,000
  • Entry Fee: 0.5%
  • Exit Fee: 0%
  • Management Fee: 1% p.a.
  • Performance Fee: 20% above hurdle rate

Who Is This Fund Best For?

If you’re serious about building wealth with structure, this fits perfectly.

Ideal for:

  1. Children’s Education
  2. Home Ownership
  3. Retirement Planning
  4. Car Purchase
  5. Long-Term Capital Growth

It is a strong alternative to holding long-term government bonds directly, but with professional management and better optimization.

Remember:

Your money should not just sit.

It should work, grow, and compound intentionally.

WhatsApp me “ALMASI” and I’ll help you get started.

Alex Mwangi | The Cent Warrior | WhatsApp 0703472299

Picture of Written by Alex

Written by Alex

I have passion in helping people Make, Manage, Multiply & Protect Wealth.Download my Free Guide to Financial Freedom >>[ GET IT HERE]<<