Wealth Management
We have key experience in structuring bespoke investment solutions to suit your financial status, risk preferences, liquidity needs, and investment horizons.
Disclaimer: “The Authority does not take responsibility for the soundness of the scheme”. “Past performance is not reflective of future performance ”. “Prices and income can vary downwards or upwards ”. “The right to redeem may be suspended”
Equity Fund
Updated on February 12, 2025
Note:The daily price of the NCBA Equity Fund is calculated based on the net asset value of the issued units. The management fee on the fund is 2.53% p.a.
This is a Kenya Shilling denominated fund suitable for investors who are seeking to create an asset base that offers capital appreciation over a medium to long term. The fund is suitable for investors who have a moderate to aggressive risk appetite and investment horizon of over 3 years. The fund primarily invests in listed and select unlisted equities securities. The fund allows for daily withdrawals or investment of a minimum of KES ,1000.
The withdrawal /top up value is determined based on price published on the previous business day. The fund price may fluctuate from day to day. Before investing in the Equity Fund, prospective clients are encouraged to complete a self administered risk assessment questionnaire provide on our website to asset their risk tolerance.
April 24 2026
March 10 2025
Investing in Bonds – Government Bonds
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