Etica Capital Limited

About Etica Capital Limited

Etica Capital Limited offers a range of unit trust funds in Kenya. These funds cater to different investment preferences and strategies. Here are the four unit trust funds offered by Etica:

  • Etica Money Market Fund
  • Etica Fixed Income Fund
  • Etica Shariah Fund
  • Etica Wealth Fund

1. Etica Money Market Fund

This fund is designed for investors seeking a low-risk investment option with a short-term investment horizon and who prioritize capital preservation and liquidity.

The fund features:

  • Minimum Initial Investment: You can start your investment journey with as little as KES 100.
  • Minimum Top-up: KES 100
  • Liquidity: Access funds within 2 business days
  • No lock-in period.
  • Capital preservation.
  • The fund focuses on short-term investments such as Treasury bills, commercial papers, and bank deposits.

Ready to embark on your investment journey with Etica Money Market Fund? Speak to one of our experienced Financial Advisors today.

Schedule a consultation

2 .Etica Fixed Income Fund

It is suitable for investors looking for low-risk investment options and regular income.

The fund features:

  • Minimum Initial Investment: You can start your investment journey with as little as KES 100.
  • Minimum Top-up: KES 100
  • Liquidity: Access funds within 2 business days
  • No lock-in period.
  • Capital preservation.
  • The fixed-income fund seeks stable returns by investing in fixed-income securities like government bonds, corporate bonds, and other debt instruments. 

Ready to embark on your investment journey with Etica Fixed Income Fund? Speak to one of our experienced Financial Advisors today.

Schedule a consultation

3. Etica Shariah Fund

The fund is targeted towards investors seeking Shariah-compliant options.

The fund features:

  • Minimum Initial Investment: You can start your investment journey with as little as KES 100.
  • Minimum Top-up: KES 100
  • Liquidity: Access funds within 2 business days.
  • No lock-in period.
  • Capital preservation.
  • Compliant with Islamic principles, this fund invests in assets that adhere to Shariah guidelines. It avoids interest-based transactions and focuses on ethical and socially responsible investments.

Ready to embark on your investment journey with Etica Shariah Fund? Speak to one of our experienced Financial Advisors today.

Schedule a consultation

4. Etica Wealth Fund

The fund is targeted towards investors seeking Shariah-compliant options.

The fund is targeted towards institutional investors and High Net-Worth Individuals seeking long-term wealth growth while managing risk.

The fund features:

  • Minimum Initial Investment: You can start your investment journey with 1M only.
  • Minimum Top-up: KES 500,000
  • Liquidity: Access funds within 3 business days.
  • Lock in period: Class A – 6 months; Class B – 9 months; Class C – 12 months
  • This fund provides a diversified portfolio, including equities (stocks), fixed income, and other asset classes.

Ready to embark on your investment journey with Etica Wealth Fund? Speak to one of our experienced Financial Advisors today.

Schedule a consultation

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