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Etica Unit Trust Funds

Etica Fixed Income Fund

Bond fund · Regulated by the CMA

They quote
13.39% a year
their figure, basis not stated

A fund approved by the Capital Markets Authority. You buy units in it and a manager invests the money for you.

Hear when this changes

The details that matter for this kind of plan

Approved by
The Capital Markets Authority, inside Etica Unit Trust Funds

How to open this

→ How to become a Etica Unit Trust Funds member

What does it cost you?

There are no separate charges. What you pay each month is the price of the cover.

What if you stop paying?

Nothing is owed. What you have already put in stays invested.

What if you need the money early?

The manager sets the notice and any charge for leaving. This fund does not publish either.

Who this suits

It could work for you if

You want a manager to invest for you and you have checked what this one charges.

Think twice if

You want the price first. Nothing about the charges or the rate is published here.

What they tell you

  • Are all their charges published?
    They list no separate charges. What you pay is the price.
  • Do they say who regulates them?
    Yes — the CMA. That is who you complain to.

Talk to them

  • Website: eticacap.com
  • If something goes wrong, the CMA is who supervises them.

Compared with the others

There are 14 other plans of this kind on the board. See all 15 side by side — what each one leaves you with, and which of them will not say.

How current is this rate?

The 13.39% on this page is the rate Etica Unit Trust Funds quoted, as at 2026-08-28 — 2 months old.

The yield Etica showed for this fund on 28 August 2026. A bond fund can lose money in a year when rates ris.

What has changed here

  • 28 August 2026
    • Somebody read the company's own material only a regulator's listing → researched
    • The quoted rate is now 13.39% a year, and was not published before

We started keeping this record in August 2026. Anything that changed before then is not here. The whole board's record.

Where we got this