Mixed fund plans, side by side
Split between shares and loans. Aims to grow faster without the biggest risks.
On this example, CIC Balanced Fund from CIC Asset Management comes out ahead: KES 538,048.
Ordered by what you would actually be left with — the same money in, over the same years, with each plan's own charges taken out. Not by the rate each one advertises. The example is the same for every plan here: KES 5,000 a month for 5 years.
Try your own numbers
How
| Plan | Rate they quote | Charges take | You'd end up with |
|---|---|---|---|
| CIC Balanced FundCIC Asset Management | 24.17% last declaredbefore charges | KES 29,320 | KES 538,048 |
| Old Mutual Balanced FundOld Mutual Investment Group | 11.5% last declaredafter charges | KES 31,593 | KES 406,786 |
- CIC Balanced FundCIC Asset Management
- Rate they quote
- 24.17% last declaredbefore charges
- Charges take
- KES 29,320
- You'd end up with
- KES 538,048
- Old Mutual Balanced FundOld Mutual Investment Group
- Rate they quote
- 11.5% last declaredafter charges
- Charges take
- KES 31,593
- You'd end up with
- KES 406,786
10 more in this group
Enwealth Balanced Fund
Enwealth Capital Unit Trust SchemeMixed fund
From KES 1,000/moSmallest amount: KES 1,000 to startAnnual management fee: 2%Fees either way: Nothing in, nothing outAAK Managed Fund
African Alliance Kenya Unit Trust SchemeMixed fund
NAV: KES 17.41Risk Rating: MediumManagement Fee: 2% per yearICEA LION Balanced Fund
ICEA LION Asset ManagementMixed fund
From KES 500 to startLeave any timeWay in: KES 500; no minimum top-upSmallest amount: KES 500 to startFees either way: Nothing to take money outReturns: Not published on the pageCIC Wealth Fund
CIC Unit Trust SchemeMixed fund
From KES 5,000,000 to startSmallest amount: KES 5,000,000 to startYearly charge: Up to 5% of your moneyZimele Balanced Fund
Zimele Unit Trust SchemeMixed fund
From KES 100 to startSmallest amount: KES 100 to startCost to invest: 3% of every depositYearly charge: 2.5% of your moneyAbsa Balanced Fund
Absa Unit Trust FundsMixed fund
Yearly charge: 2% of your moneyMadison Wealth Fund
Madison Unit Trust FundMixed fund
From KES 1,000,000 to startSmallest amount: KES 1,000,000 to startThey quote11.3% a yeartheir figure, after chargesADAM Balanced Fund
ADAM Unit Trust SchemeMixed fund
First-ever diaspora-focused Fund Manager in KenyaCytonn Balanced Fund
Cytonn Unit Trust SchemeMixed fund
Enwealth Impact Debt Fund
Enwealth Capital Unit Trust SchemeMixed fund
Fund type: Alternative Investment Fund
Every figure here is worked out from the company's own published terms.