Balanced Growth
and Income Through
Diversified Investing

What is Apollo Balanced Fund?

The Apollo Balanced Fund is a unit trust offering a diversified portfolio spanning equities, government and corporate bonds, and money market instruments. Designed for investors who want a blend of capital growth and income in a single managed portfolio, it seeks smoother returns by participating in equity growth while using fixed income to cushion volatility.

It suits investors with a moderate risk tolerance and a horizon of at least three years — a set-and-forget approach combining growth and income from as little as KES 1,000.

Highlights

• 
  Diversified portfolio spanning equities, government bonds, corporate bonds and money market instruments.
• 
  Blend of capital growth and income in a single professionally managed unit trust.
• 
  Smoother returns over time — equity growth with fixed income to cushion volatility.
• 
  Start from KES 1,000 with minimum top-ups of KES 1,000 and regular direct debit contributions.