Mansa-X Special Fund Kenya : Returns, Risks, Fees & Expert Comparison
Mansa-X Special Fund Kenya: The Complete Investor Guide
By Postine Ngeli | Finance Research & Investment Education
- Mansa-X is CMA-regulated, managed by Standard Investment Bank.
- High returns potential (~17–18% p.a.) but carries higher risk.
- Minimum investment: KES 250,000 / USD 2,500; top-ups KES 100,000 / USD 1,000.
- No maximum publicly stated limit; larger investments require KYC/AML approval.
- Not capital guaranteed. Best for portfolio growth, not short-term savings.
What Are Special Funds in Kenya?
Special funds are advanced collective investment schemes that can invest across multiple asset classes and use sophisticated strategies such as derivatives. Unlike money market funds, their primary goal is capital growth rather than preservation.
Introducing Mansa-X Special Fund
Mansa-X is a CMA-licensed multi-asset fund managed by Standard Investment Bank. It employs a long/short active strategy targeting returns across global and local markets.
If you are new to capital markets, understand CDS accounts and fund regulations before investing.
Investment Requirements
Minimum Investment: KES 250,000 or USD 2,500
Top-Ups: KES 100,000 / USD 1,000
Maximum Investment: No public cap; large allocations require KYC/AML approval
Lock-in Period: 6 months
Liquidity: 2–3 business days after lock-in
Not suitable for emergency funds. For more liquid options, see Kenya’s top money market funds.
Fees & Charges
- No entry or exit fees
- ~5% annual management fee
- 10% performance fee above the hurdle rate
Evaluate net returns after fees to make informed comparisons with other investments.
Historical Performance
Mansa-X has averaged 17–18% per year over the past 5 years. Past performance does not guarantee future results. Compare with dividend-based stock investing.
Comparison: Mansa-X vs Oak Special Fund
| Feature | Mansa-X | Oak Special Fund |
|---|---|---|
| Risk Level | High | Medium–High |
| 5-Year Avg Returns | ~17–18% | ~12–14% |
| Strategy | Long/Short Active | Mainly Long-Only |
| Lock-in | 6 months | 3–6 months |
Safety & Risk
Mansa-X is professionally managed and CMA-regulated but not risk-free. Losses may occur during volatile market conditions. Similar risk profiles are seen in equity market investing.
Investor Suitability
- Ideal: Experienced, long-term investors with diversified portfolios
- Not Ideal: Risk-averse individuals, short-term savers, emergency fund allocations
How to Invest
- Open an account with Standard Investment Bank or an authorized distributor
- Complete KYC documentation
- Fund your account
- Receive unit allocation and statements
Conclusion
Mansa-X Special Fund is a complementary growth investment tool. It is not a replacement for money market funds or bonds, but enhances a well-structured portfolio when used appropriately.
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