1
Diversified Portfolio
A balanced mix of equities, government bonds, corporate bonds, and money market investments.
Solutions > Apollo Balanced Fund
Balanced growth and income through diversified investing
Want growth without putting all your eggs in one basket? The Apollo Balanced Fund blends equities, bonds and money market instruments in one professionally managed portfolio — for capital growth and income with smoother returns over time.
Balanced Growth & Income
Equities, bonds & money market in one portfolio
From KES 1,000
Accessible set-and-forget investing
Professionally Managed
Active management by Apollo Asset Management
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.
What You Should Know About the Apollo Balanced Fund
Toggle between the categories below to understand the comprehensive scope of our cover details.
2
Growth & Income
Designed to combine long-term growth potential with regular income through a diversified investment strategy.
3
Actively Managed
Professionally managed and regularly adjusted to maintain the right balance across different asset classes.
4
Easy, Regular Contributions
Build your investment consistently with convenient regular contributions through direct debit.
5
Start from KES 1,000
Get started with an affordable minimum contribution of just KES 1,000, making investing accessible and simple.
How to invest in the Apollo Balanced Fund Plan?
1
Open an account with AAMC.
2
Complete the account opening form and attach the required KYC documents.
3
Invest via bank transfer or direct debit.
4
For assistance, email assetmanagement@apollo.co.ke or call 0709 912 777.
Everything You Need, All in One Place
Access policy documents, claim forms, renewals, and important resources anytime.
Frequently Asked Questions
A unit trust that invests across equities, bonds and money market instruments to deliver a blend of capital growth and income in one managed portfolio.
APA, Insuring Happiness
Manage Your Insurance on the Go
Experience the future of insurance management. Our mobile app provides a seamless digital curator experience for your policies, claims, and peace of mind.
APA, Insuring Happiness
What would you like to protect?
+
Health Insurance
Your Health, Our Priority
+
Motor Insurance
Your Family Awaits, Drive Safely
+
Life Insurance
Enjoy every moment you live
“The easiest way to manage my cover.”
— Sarah K., Nairobi
APA, Insuring Happiness
Manage Your Insurance on the Go
Experience the future of insurance management. Our mobile app provides a seamless digital curator experience for your policies, claims, and peace of mind.
APA, Insuring Happiness
What would you like to protect?
+
Health Insurance
+
Motor Insurance
+
Life Insurance
“The easiest way to manage my cover.”
— Sarah K., Nairobi
