Special fund plans, side by side
Wider powers than an ordinary fund. Global markets, several asset classes, sometimes derivatives.
Etica Special Multi-Asset Fund (KES) from Etica Capital comes out ahead over 5 years: KES 748,358.
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.
Try your own numbers
How
None of these accept monthly payments, so the example is the smallest single deposit each one takes, left for 5 years.
| Plan | Rate they quote | You put in once | You'd end up with |
|---|---|---|---|
| Etica Special Multi-Asset Fund (KES)Etica Capital | 22.13% quoted nowafter charges | KES 250,000 | KES 748,358 |
| Mansa-X Special Fund (KES)Standard Investment Bank | 18.37% last declaredafter charges | KES 250,000 | KES 622,038 |
- Etica Special Multi-Asset Fund (KES)Etica Capital
- Rate they quote
- 22.13% quoted nowafter charges
- You put in once
- KES 250,000
- You'd end up with
- KES 748,358
- Mansa-X Special Fund (KES)Standard Investment Bank
- Rate they quote
- 18.37% last declaredafter charges
- You put in once
- KES 250,000
- You'd end up with
- KES 622,038
5 more in this group
Mansa-X Special Fund (USD)
Standard Investment BankSpecial fund
From USD 2,500 to startCash in 3 daysNothing back for 6 monthsYearly charge: 5%, plus 10% above a 15% returnSold in: US dollarsKibaba Multi-Asset Special Fund (KES)
Ndovu WealthSpecial fund
From KES 250,000 to startNothing back for 6 monthsSmallest amount: KES 250,000 to startMoney is locked: 6 months before you can take it outThey project20% a yeartheir figure, after chargesKibaba Multi-Asset Special Fund (USD)
Ndovu WealthSpecial fund
From USD 2,500 to startNothing back for 6 monthsSmallest amount: USD 2,500 to startMoney is locked: 6 months before you can take it outLofty-Corban Private Debt Special Fund
Lofty Corban Unit Trust SchemeSpecial fund
From KES 1,000,000 to startNothing back for 6 monthsThey quote14.1% a yeartheir figure, basis not statedLoft-Corban Global Asset Special Fund
Lofty Corban Unit Trust SchemeSpecial fund
From KES 100,000 to startNothing back for 6 monthsThey quote0% a yeartheir figure, basis not stated
Every figure here is worked out from the company's own published terms.