Balanced Funds in Tanzania

Research & comparisons

Balanced Funds in Tanzania

Explore tracked balanced and multi-asset-mix funds: compare investment mandates, minimums, fees and available performance.

The funds, side by side

Each figure uses its own latest available date. Management fees are not necessarily total costs. Open the full profile for risks, qualifications and source documents; historical results are not a forecast.

12-month NAV return

19.64%

Data as of 2026-10-15

Minimum investment
TZS 8,340
Minimum additional investment
Not available
Liquidity
5-year lock-in; partial redemptions allowed after lock-in
Management fee
1.50%
Fund size
TZS 45.99B

Contribution plan rather than a lump sum: UTT AMIS quotes joining from TZS 8,340 per month, the rate for a TZS 1,000,000 chosen contribution over the 10-year term.

Jikimu Fund

Balanced · TZS

Jikimu Fund

UTT AMIS

12-month NAV return

14.80%

Data as of 2026-10-15

Minimum investment
TZS 5,000
Minimum additional investment
TZS 5,000
Liquidity
T+10
Management fee
1.80%
Fund size
TZS 76.95B

TZS 5,000 for the annual reinvestment plan; TZS 1,000,000 for the annual income plan; TZS 2,000,000 for the quarterly income plan. Additional investment is TZS 15,000 on the income plans and TZS 5,000 on the reinvestment plan.

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