Kuza Shariah Momentum Special Fund (KES)
The Kuza Shariah Momentum Special Fund (KES) aims to provide investors with sustained long-term capital growth through exclusive investments adhering to Shariah principles. The fund allocates capital into diversified halal businesses and securities including equities, IPOs, REITs, and Sukuk. It reflects Kuza Asset Management's commitment to ethical and responsible investing, offering investors a unique Islamic-compliant avenue for sustainable growth.
Why Invest in the Kuza Shariah Momentum Special Fund
- Medium to long-term capital growth potential.
- Exposure to both equity and fixed-income halal investments.
- Fully adheres to Islamic principles and ethical investment guidelines.
Who Should Invest in This Fund
- Investors seeking medium to long-term capital appreciation.
- Investors looking for diversified halal investment portfolios.
- Individuals and institutions willing to commit to a 3 - 5 year investment horizon.
- Institutional investors such as pension funds.
- Retail investors with above-average risk appetite seeking Shariah-compliant growth opportunities.
- Investors aiming for wealth creation aligned with Islamic finance principles.
Investment Objective
The investment objective of the Kuza Shariah Momentum Special Fund is to deliver long-term capital growth by investing in diversified, Shariah-compliant assets. These include halal businesses and securities across local and offshore equities, initial public offerings (IPOs), real estate investment trusts (REITs), and Sukuk instruments, ensuring all investments comply with Islamic financial principles.
Kuza Shariah Momentum Special Fund Factsheet
| Fund Name | Shariah Momentum Special Fund |
| Fund Structure | Collective Investment Scheme |
| Currency | KES |
| Profit Rate (as of 30/09/2025) | 8.79% |
| Minimum Investment | KES 100,000 |
| Minimum Top-up | KES 50,000 |
| Fund Manager | Kuza Asset Management Ltd |
| Assets Under Management (as of 30/09/2025) | KES 2.46 Million |
| Benchmark | Absolute benchmark of 12.0% |
| Annual Management Fee | 2.00% |
| Lock-in Period | 6 Months |
| Trustee | Co-operative Bank of Kenya |
| Custodian | Kenya Commercial Bank Limited |
| Inception Date | September 2023 |
Securities Invested In
- Local and offshore equities
- Initial Public Offerings (IPOs)
- Real Estate Investment Trusts (REITs)
- Sukuk investments
Asset Allocation (as of 30/09/2025)
- Cash and bank placements: 100%