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Madison Balanced Fund

Madison Balanced Fund

  • This fund invests in both shares and interest-earning investments such as treasury bills, treasury bonds, and fixed deposit accounts.
  • This a medium risk fund that offers the benefit of capital growth from the investments in shares while also giving the client interest
  • It is more of a medium-term investment and suitable for people who want to gain capital appreciation.
  • Minimum time recommended is usually above 2 years.
  • We charge an initial fee of 4.5% but no exit fee is charged.
  • You can access your money anytime within 2 days
  • You receive free monthly statements and prices are published daily in the newspapers

INITIAL INVESTMENT IS KSHS. 5,000

Madison Balanced Fund Factsheet - August 2019.pdf