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Portfolio overview

A calm summary of value, returns, and portfolio health.

Total portfolio value

Ksh 594,700.00

Current illustrative value

Total invested

Ksh 548,000.00

Across active holdings

Current returns

+Ksh 46,700.00

8.5% since invested

Investment health

82 / 100

Diversification and consistency

Today's change

+Ksh 2,650.00

Preview market movement

Monthly growth

6.2%

Compared with last month

Annual growth

14.8%

Illustrative trailing year

Income generated

Ksh 28,600.00

Distributions and income

Active investments

Your current holdings at a glance.

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Active investment holdings
InvestmentAllocationCurrent valueReturns

Jenga Money Market Fund

Canopy Capital Partners

36.1%Ksh 214,600.00+Ksh 24,600.00

91-Day Treasury Bill

Kenya Treasury

26.6%Ksh 158,400.00+Ksh 8,400.00

Africa Growth ETF

Horizon Index Managers

30.6%Ksh 181,700.00+Ksh 13,700.00

Stable Income Fund

Mwangaza Asset Managers

6.7%Ksh 40,000.00+Ksh 0.00

Discover suitable products

Start with products matched to your current profile and goals.

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Canopy Capital Partners

Jenga Money Market Fund

Money Market Funds
Low risk

A liquid, income-focused fund for building a calm cash reserve while earning a market-linked return.

Expected return

11.8%

Minimum

Ksh 500.00

Liquidity

Daily

Rating

4.6

Kenya Treasury

91-Day Treasury Bill

Treasury Bills
Low risk

A short-duration government security designed for investors seeking predictable maturity planning.

Expected return

10.7%

Minimum

Ksh 100,000.00

Liquidity

At maturity

Rating

4.8

East Africa Fixed Income

Green Infrastructure Bond

Treasury Bonds
Moderate risk

A long-term fixed-income idea for investors who want yield and measurable infrastructure impact.

Expected return

13.4%

Minimum

Ksh 50,000.00

Liquidity

At maturity

Rating

4.3

Why these recommendations?

Recommendations explain fit; they are not financial advice.

Jenga Money Market Fund

It matches your balanced profile and keeps liquidity visible.

91-Day Treasury Bill

A short maturity can complement your growth allocation.

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