Special fund · KES · Etica Unit Trust Fund

Etica Special Fund Wealth Fund rate today

13.38%

You keep 11.37% after 15% withholding tax, and 4.38% after 6.7% inflation.

Rates as of 27 Aug 2026

Gross yield
13.38%
Net after 15% WHT
11.37%
Real, after 6.7% inflation
4.38%
Minimum investment
KES 1,000,000
Management fee
2.25%
Rank by yield
#4 of 159

On a KES 100,000 balance that is roughly KES 2,007 a year going to withholding tax, which is the part the advertised rate does not mention.

Questions people ask about Etica Special Fund Wealth Fund

What is the current Etica Special Fund Wealth Fund rate?
Etica Special Fund Wealth Fund is quoting 13.38% gross. Fructa records the rate every weekday, so this figure is the most recent one published rather than an annual average.
How much do you actually keep from Etica Special Fund Wealth Fund?
Kenyan money market fund interest carries 15% withholding tax, deducted at source. The advertised 13.38% is therefore 11.37% in practice. On KES 100,000 that difference is about KES 2,007 a year.
What is the minimum investment for Etica Special Fund Wealth Fund?
Etica Special Fund Wealth Fund requires a minimum of KES 1,000,000 to open. Minimums vary widely between Kenyan funds, from a hundred shillings to six figures, and a higher minimum does not reliably buy a higher yield.
Who manages Etica Special Fund Wealth Fund?
Etica Special Fund Wealth Fund is managed by Etica Unit Trust Fund, a fund manager licensed by the Capital Markets Authority. Fructa tracks every CMA licensed collective investment scheme that publishes a rate.
Is Etica Special Fund Wealth Fund a good place to keep money?
That depends on what you are comparing it against and what you need the money for. The yield matters, but so do the minimum, the fee, how quickly you can withdraw, and whether the return beats inflation once tax is taken. Fructa shows gross, net and real side by side for every fund so the comparison is like for like.

Other special funds in KES

Track this fund in the app

Fructa tracks 159 funds across money market, fixed income, T-bills, SACCOs and the NSE, with gross, net and real on every one. Set an alert and you will know the morning Etica Special Fund Wealth Fund moves. No account needed.

Get the app

Rates are collected from fund managers, published factsheets, the CBK and the CMA, and are shown for information only. They are not investment advice, and a yield quoted today is not a promise about tomorrow. Confirm any figure with the fund manager before you invest.