Equity Fund
Gain exposure to Kenya's top companies listed on the Nairobi Securities Exchange. Long-term capital growth with professional portfolio management.
Key Features
- NSE blue-chip stock exposure
- Professional portfolio management
- Long-term capital appreciation
- Dividend income distribution
- Quarterly performance reports
- CMA regulated fund manager
Rates & Charges
- Management Fee: 2% p.a.
- Minimum Top-Up: KES 5,000
- Minimum Investment: KES 50,000
- Historical Return (5yr avg): 14% p.a.
Eligibility Requirements
- Open to individuals and corporates
- Investment horizon 3+ years recommended
- Risk tolerance: moderate to high
- Minimum investment KES 50,000
Required Documents
- 📋 National ID or Passport — Bring to branch
- 📋 KRA PIN Certificate — Bring to branch
- 📋 Risk assessment questionnaire — Bring to branch
- 📋 Source of funds declaration — Bring to branch
Frequently Asked Questions
Find answers to common questions about our services.
Can I lose money in the equity fund?
How often are dividends distributed?
What stocks does the fund invest in?
Terms & Conditions
The Equity Fund invests primarily in listed equities on the Nairobi Securities Exchange. Equity investments carry market risk and the fund value can decrease. Historical returns are not indicative of future performance.The fund is managed in accordance with the trust deed and the Capital Markets (Collective Investment Schemes) Regulations. Investors should read the fund prospectus and understand the risks before investing.
Ready to Get Started?
Open your Equity Fund today. Visit any branch or apply online.
Apply for Equity Fund
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