Britam Asset Managers launched two Special Funds on October 8, 2026, giving investors access to global equities and a diversified mix of investments through locally managed products.
The Enhanced Global Equities Special Fund (GESF) is denominated in U.S. dollars, and the Multi-Asset Special Fund (MAF) is denominated in Kenyan shillings.
They are designed for investors seeking long-term growth through exposure to different financial markets.
But what happens after an investor commits money to either fund? The process involves allocating capital to investments, managing market risks, and overseeing the assets under a regulatory framework.
Where Your Money Goes
The Enhanced Global Equities Special Fund invests in international equities, giving investors exposure to companies operating in technology, healthcare, consumer goods, and other sectors.
Its featured holdings include Microsoft, Nvidia, Apple, Amazon, Alphabet, Tesla, Netflix and Meta, among other global companies.
A graphic advertising Britam Global Equities Special Fund, October 2026.
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Britam
The minimum initial investment is $2,000, while additional investments start at $1,000.
The second product, the Multi-Asset Special Fund, spreads investments across different asset classes.
These include local and international equities, exchange-traded funds, government and corporate bonds, commodities such as gold, and alternative investments.
Rather than selecting each asset independently, investors gain exposure to a portfolio managed under one fund.
According to Britam, the allocation across these assets is determined through the fund's investment strategy.
Who Manages and Safeguards the Money
Britam Asset Managers is responsible for managing the portfolios, selecting investments, and making decisions on when to buy, hold, or sell assets.
Chief Executive Officer Barack Obatsa told Kenyans.co.ke that the company relies on research and risk management to guide those decisions.
Britam is guided by strong governance as well as disciplined risk management while making decisions around the investment of the fund.
Standard Chartered Bank serves as the custodian and trustee for the two funds.
The custodian's role involves safeguarding fund assets, while the trustee provides oversight of the fund's operations and obligations to investors.
The Capital Markets Authority (CMA) provides regulatory oversight under the Capital Markets (Collective Investment Schemes) Regulations, 2023.
A graphic advertising Britam Multi-Asset Special Fund, October 2026.
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Britam
How the Funds Manage Risk
Although both products seek long-term growth, investors remain exposed to market movements.
The value of global shares can fall, bond prices can fluctuate, and alternative investments may be difficult to sell quickly.
The Enhanced Global Equities Special Fund is denominated in U.S. dollars, giving investors exposure to a hard currency.
However, dollar denomination does not protect an investor against losses arising from falling share prices or guarantee gains when converted back into Kenyan shillings.
The Multi-Asset Special Fund uses foreign exchange strategies intended to manage exposure to movements in the Kenyan shilling.
Britam also says it employs a leveraged investment strategy, which allows the fund to borrow to increase its market exposure.
What You Need to Know Before Committing Money
The Multi-Asset Special Fund requires a minimum initial investment of Ksh500,000, with additional contributions starting at Ksh250,000.
It has a six-month lock-in period and is intended for investors with a three- to five-year investment horizon.
The lock-in means investors cannot treat the initial investment as readily available cash during that period.
The Enhanced Global Equities Special Fund is intended for investors seeking long-term exposure to international equities.
Its minimum investment, fees, and specific redemption terms should be confirmed with Britam before investing.
Britam Fund Manager Adjei Boateng explaining the market outlook for the new fund on October 8, 2026.
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