11 Fixed Income Funds Analyzed
5 funds have now crossed the 10% net return mark.
Special Mention Goes To:
- Arvocap Almasi Fund — 16.87%
- Etica Fixed Income Fund — 12.01%
- Nabo Fixed Income Fund — 11.52%
- Sanlam Fixed Income Fund — 10.64%
- Zimele Fixed Income Fund — 10.57%
Key Insights:
The average after-tax return across the 11 Fixed Income Funds analyzed now stands at 10.02%.
Top 3 Gainers This Period:
- Nabo Fixed Income Fund improved from 12.17% to 13.55% (+1.38%)
- Madison Fixed Income Fund improved from 10.00% to 11.02% (+1.02%)
- Sanlam Fixed Income Fund improved from 11.71% to 12.52% (+0.81%)
Biggest Decliner:
- Arvocap Almasi Fund declined from 21.60% to 19.85% (-1.75%)
Macroeconomic Shift in June:
Inflation rose from 4.4% to 6.7%.
Treasury Bill rates also continued to rise:
- 91-Day T-Bill: 7.4% → 8.82%
- 182-Day T-Bill: 7.8% → 8.78%
- 364-Day T-Bill: 8.3% → 8.97%
The Central Bank Rate (CBR) remained unchanged at 8.75%.
What Does This Mean?
We are gradually entering a higher interest rate environment.
Historically, when Treasury Bill yields rise, Fixed Income Fund returns also tend to adjust upwards over time.
These Fixed Income Funds continue to offer better returns than most Money Market Funds.
And now, with inflation at 6.7%, the real battle is no longer just about earning returns.
It is about ensuring that your money grows faster than inflation.
For investors with short- to medium-term financial goals, Fixed Income Funds remain an attractive investment option.
WhatsApp me “BEST FIF” on 0703472299, and I will share my top recommendations.
Now tell me…
Have you invested in a Fixed Income Fund, or are you still parked in an MMF?
Alex Mwangi | The Cent Warrior | WhatsApp 0703472299
Below is the Fixed Income Funds Performance Report as at 22nd June 2026.
