Madison Equity Fund: NAV Price: 36.45 Purchase Price: 36.45 | Madison Money Market Fund: Daily Yield: 9.13% Effective Annual Yield: 9.55%

We have three investment options under our Wealth Management Solution: (i) Hifadhi (ii) Zalisha and (iii) Shujaa designed to meet the needs of different high net worth individuals and businesses.

  • It’s a fixed term investment option
  • Minimum investment is Kes. 2,000,000
  • A Wealth Manager to handle the client relationship and periodic portfolio review and readjustments to meet investment needs.
  • The returns stated below are NET of management fees
  • Top ups allowable in multiples of KES 1,000,000

This is made for investors whose primary investment goal is capital protection with a conservative risk profile.

  • We invest in Treasury bills and Fixed Deposits with strategic allocations of each
  • Benchmark return: 91 Day T-bill + 2%.

You can choose 3 months, 6 months or one year tenors and these attract different rates of returns above the benchmark.

This is tailored for investors whose primary investment goal is capital growth with a moderate risk profile. This investment gives great return and good growth of capital.

  • We invest your funds in Treasury bills, Fixed Deposits and Commercial papers with strategic allocations.
  • Benchmark Return – 91 Day T-bill + 3%

You can choose 3 months, 6 months or one year tenors and these attract different rates of returns above the benchmark.

This is tailored for investors whose primary investment goal is high returns and capital growth. These investors also possess an aggressive risk appetite.

  • We invest your funds in Fixed Deposits, Treasury bills, and Commercial Papers
  • Benchmark Return – 91 Day T-bill + 4.5%

You can choose 3 months, 6 months or one year tenors and these attract different rates of returns above the benchmark.

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