Share fund plans, side by side
Buys shares in companies for you. Can grow a lot, can also fall a lot.
On this example, CIC Equity Fund from CIC Asset Management comes out ahead: KES 1,019,724.
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 Equity FundCIC Asset Management | 44.94% last declaredbasis not stated | KES 42,702 | KES 1,019,724 |
| Old Mutual Equity FundOld Mutual Investment Group | 44.8% last declaredbasis not stated · over a year old | KES 58,770 | KES 994,386 |
- CIC Equity FundCIC Asset Management
- Rate they quote
- 44.94% last declaredbasis not stated
- Charges take
- KES 42,702
- You'd end up with
- KES 1,019,724
- Old Mutual Equity FundOld Mutual Investment Group
- Rate they quote
- 44.8% last declaredbasis not stated · over a year old
- Charges take
- KES 58,770
- You'd end up with
- KES 994,386
3 more in this group
Enwealth Equity Fund
Enwealth Capital Unit Trust SchemeShare fund
From KES 100/moSmallest amount: KES 100 to startAnnual management fee: 2%Fees either way: Nothing in, nothing outAbsa Equity Fund
Absa Unit Trust FundsShare fund
Yearly charge: 2% of your moneyLofty Corban Equity Fund
Lofty Corban Unit Trust SchemeShare fund
From KES 1,000 to startThey quote0% a yeartheir figure, basis not stated
Every figure here is worked out from the company's own published terms.