E
Special Funds
Etica Special Multi Asset Fund (KES)
Etica Capital Ltd
A medium- to long-term KES special fund providing diversified exposure across multiple asset classes.
Information last reviewed: 13 Oct 2026
Overview
The fund seeks risk-adjusted returns over a medium- to long-term horizon through a diversified multi-asset portfolio. Its stated benchmark combines the Nairobi All Share Index, five-year government bond yields and Treasury bill rates.
How it works
Investors pool money into a managed portfolio with exposure across multiple asset classes. The provider lists quarterly income distribution and quarterly compounding.
Fees and charges
Initial fee: nil. Exit fee: nil. Management fee up to 5% per annum of net asset value.
Risks and important considerations
Underlying asset prices and income can fluctuate. Investors may face market, interest-rate, liquidity and other asset-class risks. Capital and returns are not guaranteed.
Eligibility and how to apply
Minimum investment KES 250,000 and minimum top-up KES 100,000. A six-month lock-in applies. Review the current key investor information document before investing.
Frequently asked questions
Official Etica product page checked 2026-10-13. Lists KES 250,000 minimum, KES 100,000 top-up, 6-month lock-in, nil initial/exit fees, management fee up to 5% p.a. and medium-high risk. Source: https://eticacap.com/etica-special-multi-asset-fundkes/. Returns intentionally omitted.
MoneyVersations provides educational information, not a guarantee of returns or a substitute for individualized financial advice. Investment values and returns may fluctuate; insurance cover is subject to policy terms, exclusions and conditions.