Wealth Management
We have key experience in structuring bespoke investment solutions to suit your financial status, risk preferences, liquidity needs, and investment horizons.
Equity Fund
Updated on October 8, 2024
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.
October 9th, 2024
Buy Price
133.66 KES
Sell Price
133.66 KES
October 8th, 2024
Buy Price
133.66 KES
Sell Price
133.66 KES
Monthly Insights August 2023
Investment in short term government securities delivered the strongest returns to investors, outperforming returns from Nairobi Securities Exchange listed equities.
