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 22 Oct 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 161

On a KES 100,000 balance that is roughly KES 2,007 a year going to withholding tax.

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 better than Lofty Corban Private Debt Special Fund or Dry Associates Special Fund High Yield Fund KES?
Today Etica Special Fund Wealth Fund pays 13.38%, Lofty Corban Private Debt Special Fund 14.23% and Dry Associates Special Fund High Yield Fund KES 12.47%, all gross. Compare every fund on the rates page.
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.

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Rates come from fund managers, factsheets, the CBK and the CMA, for information only. Not investment advice.