Madison Money Market Fund Daily Yield: 12.80%
Effective Annual Yield: 13.66% Madison Fixed Income Fund Daily Yield: 13.13%
Effective Annual Yield: 14.03% Madison Wealth Fund Weekly Average Daily Yield: 13.76%
Weekly Average Effective Annual Yield: 14.75%
Tailored Capital Growth!
Madison Segregated Investment
The Madison Segregated Investment Fund is a personalized investment vehicle where an investor’s assets are held in a designated custody account. With guidance from the fund manager, clients can build a custom portfolio that aligns with their unique investment objectives, including capital protection, growth, and risk tolerance.
Ideal For:
MSIF is designed for high-net-worth individuals seeking a tailored investment strategy that reflects their personal financial goals, including capital growth, risk management, and liquidity needs.
In a segregated fund, the client with the help of the fund manager constructs their own portfolio with an asset allocation matching their specific investment goals. These goals usually include:
- Return (capital protection and growth)
- Risk profiles – (low, moderate, or aggressive risk)
- Liquidity (withdrawals)
- Other investor-specific constraints
Indicative Rate: 9% – 13% p.a.
- Tailored Investment Strategy: Customized to match the investor’s goals and risk tolerance.
- Portfolio Adjustments: Flexibility to adjust with market changes or evolving financial objectives.
- Competitive Returns: Aligned with market rates, based on the chosen portfolio mix.
- Initial Minimum Investment: Kes 30,000,000
- Minimum Top-Up: Kes 5,000,000
Why Choose Madison Segregated Investment Fund?
- Personalized Approach: Create a portfolio that suits your specific financial objectives and risk profile.
- Flexibility: Adjust your portfolio based on changing market conditions or evolving goals.
- Competitive Performance: Benefit from returns that are aligned with market rates and your selected investment mix.
- Capital Protection & Growth: Focus on both safeguarding and growing your investment.
- Expert Management: Enjoy the guidance of experienced fund managers to optimize your portfolio’s performance.
How to Get Started:
- Contact Us:
- Email: madisoninvestmentmanagers@madison.co.ke
- Dial: *828# (Airtel/Safaricom)
- WhatsApp: 0741135660
- Invest: Start with a minimum investment of Kes 30M and customize your portfolio with expert guidance.
Disclaimer: The Capital Markets Authority does not take responsibility for the financial soundness of the scheme or for the correctness of any statements made or opinions expressed in this regard. Past performance is not an indicator of future performance as the price of units may rise or fall. In certain specified circumstances, the right to redeem units may be suspended.
