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Madison Unit Trust Fund

Madison Fixed Income Fund

Bond fund · Regulated by the CMA

They quote
11.25% a year
their figure, after charges

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 Madison Unit Trust Fund
Smallest amount
KES 5,000 to start

How to open this

  • Open with KES 5,000
  • top up from KES 1,000

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

  • What is the smallest amount you can start with?
    KES 5,000.
  • Is the advertised return before or after their charges?
    After charges. The number you see is the number you get.
  • Do they say who regulates them?
    Yes — the CMA. That is who you complain to.

Talk to 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 11.25% on this page is the rate Madison Unit Trust Fund quoted, as at 2026-08-28 — 2 months old.

Madison showed an effective annual yield of 11.25% beside a daily yield of 10.66% on 28 August 2026. Withholding tax of 15% still comes of.

What has changed here

  • 1 October 2026
    • Smallest top-up is now KES 1,000, and was not published before
  • 28 August 2026
    • Smallest lump sum to start is now KES 5,000, and was not published before
  • 28 August 2026
    • Somebody read the company's own material only a regulator's listing → researched
    • The quoted rate is now 11.25% 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.

What the documents actually say

Every figure above was read out of a document. These are the sentences, word for word, so you can check them rather than take our word for it.

Where we got this