MansaX Special Fund
The MansaX Special Fund is a Kenya-domiciled, multi-asset investment fund managed by Standard Investment Bank Limited under the Standard Investment Trust Funds umbrella. It is regulated by the Capital Markets Authority of Kenya and is available in both Kenya shilling and US dollar options.
The fund uses a long/short trading strategy and proprietary portfolio-allocation techniques. Its objective is to pursue above-market-average returns and accelerate capital growth through diversification while managing downside risk. This objective is not a guarantee: investors may lose part of their capital.
Talk to an Advisor About MansaXDiversified access to local and global markets
Broad Diversification
Exposure across asset classes, instruments, sectors, countries and currencies.
KES and USD Options
Choose the currency that matches your financial goals and currency needs.
Professional Management
Portfolio management supported by investment research and active risk controls.
Access to Global Markets
Instruments and markets that can be difficult for an individual investor to manage directly.
What does MansaX invest in?
MansaX focuses mainly on global financial markets while also investing locally. Depending on market conditions and the manager's allocation decisions, the portfolio may include:
- Global shares and stock-market indices
- Government and corporate fixed-income instruments
- Currencies and foreign-exchange positions
- Precious metals and commodities
- Futures, options and other derivatives
- Nairobi Securities Exchange equities, derivatives and ETFs
- Cash and cash equivalents
The fund may access major exchanges such as the New York, London, Frankfurt and Hong Kong stock exchanges. The asset allocation and individual holdings can change as the manager responds to market opportunities and risk.
MansaX KES and USD options at a glance
Figures as at the Q2 2026 factsheet (to 30 June 2026)
| Feature | KES Fund | USD Fund |
|---|---|---|
| Fund inception | January 2019 | October 2022 |
| Base currency | KES | USD |
| Minimum initial investment | KES 250,000 | USD 2,500 |
| Minimum top-up | KES 100,000 | USD 1,000 |
| Initial lock-in period | 6 months | 6 months |
| Withdrawal processing | 3 working days | 3 working days |
| Redemption charge | 0% | 0% |
| Financial services charge | 5% p.a., prorated | 5% p.a., prorated |
| Performance charge | 10% above the applicable hurdle rate | 10% above the applicable hurdle rate |
| Hurdle rate | 25% | 15% |
Source: MansaX Special Fund Fact Sheet Q2 2026. Terms, fees, minimums and processing times may change, so we'll confirm the latest offer documents before you invest.
Q2 2026 performance snapshot
Figures as at the Q2 2026 factsheet (to 30 June 2026)
| Measure | KES Fund | USD Fund |
|---|---|---|
| Q2 2026 net return | 5.95% | 3.56% |
| Quarterly average net return since inception | 4.59% | 3.13% |
| Average annual net return since inception | Not stated in the factsheet | 12.51% |
| Illustrative historical growth | KES 1,000,000 grew to KES 3,808,275.61 (1 Jan 2019 – 30 Jun 2026) | USD 10,000 grew to USD 16,158.19 (9 Nov 2022 – 30 Jun 2026) |
| Assets under management | KES 163.84 billion | USD 158.70 million |
Returns shown are after fees where indicated in the factsheet. Historical performance does not guarantee future performance.
Fund governance and service providers
| Role | Provider |
|---|---|
| Umbrella fund | Standard Investment Trust Funds |
| Fund manager | Standard Investment Bank Limited |
| Regulator | Capital Markets Authority, Kenya |
| Trustee | Kingsland Court Trustees |
| Custodian | I&M Bank |
| Auditor | Chartafai LLP |
Source: MansaX Special Fund Fact Sheet Q2 2026.
How we help you invest
Understand Your Goals
We look at your goals, current financial position and expected investment period.
Assess Your Risk
We assess your need for access to your money and your ability to tolerate fluctuations or losses.
Explain The Options
We explain the KES and USD options, fees, risks and withdrawal terms in plain language.
Support Your Application
We guide you through the application and investment process with Standard Investment Bank.
Review Over Time
We review the investment periodically against your goals and changing circumstances.
Who may find MansaX suitable
Families & Professionals
Building long-term wealth with professional management.
Business Owners
Diversifying surplus cash beyond the operating business.
High-Net-Worth Investors
Seeking exposure to both local and global markets.
Diaspora Kenyans
Investing towards goals at home or abroad, in KES or USD.
Informed Investors
Who understand market risk, active trading and derivatives, and can commit funds through the lock-in period.
Key Risks To Understand
Every investment carries risk. Here's what to weigh up before you invest.
Capital risk
You may lose some of the money invested.
Market risk
Prices of shares, bonds, commodities and other instruments can fluctuate.
Currency risk
Exchange-rate movements can increase or reduce returns, especially for global investments.
Derivatives & strategy risk
Futures, options, leverage and long/short positions can increase complexity and potential losses.
Liquidity risk
Although withdrawals may be processed after the lock-in period, market conditions or fund terms can affect access and timing.
Manager & concentration risk
Outcomes depend partly on portfolio decisions, strategy execution and changing allocations.
Frequently Asked Questions
What is the MansaX Special Fund?
It is a Kenya-domiciled multi-asset fund managed by Standard Investment Bank Limited under Standard Investment Trust Funds. It invests across local and global markets and is regulated by the Capital Markets Authority of Kenya.
Is MansaX available in Kenya shillings and US dollars?
Yes. You can choose the KES fund or the USD fund based on your goals, preferred currency, affordability and risk profile.
What is the minimum investment in MansaX?
According to the Q2 2026 factsheet, the minimum initial investment is KES 250,000 for the KES fund or USD 2,500 for the USD fund. Minimum top-ups are KES 100,000 and USD 1,000 respectively. We'll confirm the latest minimums before you apply.
How long is the MansaX lock-in period?
The Q2 2026 factsheet states an initial lock-in period of six months for both the KES and USD funds.
Can I withdraw my investment after the lock-in period?
Yes, subject to the fund's current terms. The Q2 2026 factsheet states a three-working-day withdrawal process and a 0% redemption charge.
Are MansaX returns guaranteed?
No. Returns are not guaranteed. The value of the investment can rise or fall, and you may lose some of your initial capital. Past performance does not predict or guarantee future returns.
What fees apply?
The Q2 2026 factsheet states a financial services charge of 5% per year, prorated, and a performance charge of 10% above the applicable hurdle rate. Ask us for the latest factsheet and offer documents for a full explanation.
Is MansaX suitable for everyone?
No. Suitability depends on your goals, investment period, liquidity needs, financial position and risk appetite. Alternative investments and strategies involving derivatives may carry higher risks.
How do I start investing?
Book a consultation with Wysline. We'll discuss your goals and risk profile, explain the available options and guide you through the application process with the product provider.
Book an investment consultation
Speak to Caroline Ndungi, your trusted financial advisor, for personalised guidance on MansaX: your goals, investment period, preferred currency, access needs and tolerance for risk.
Investment risk: Investments involve risk. The value of an investment and any income from it may rise or fall, and you may receive back less than the amount invested. Past performance is not indicative of future returns.
Information status: All product figures, fees, minimum investments, returns and service-provider details are based on the MansaX Special Fund Fact Sheet Q2 2026 and the accompanying SIB introduction brochure. Always confirm the latest official documents before investing.
No guarantee: Wysline Insurance Agency provides financial guidance and application support but does not manage the fund and does not guarantee returns or capital preservation.