Special fund · KES · Madison Unit Trust Funds

Madison Wealth Special Fund rate today

11.61%

You keep 9.87% after 15% withholding tax, and 2.97% after 6.7% inflation.

Rates as of 22 Oct 2026

Gross yield
11.61%
Net after 15% WHT
9.87%
Real, after 6.7% inflation
2.97%
Minimum investment
KES 1,000,000
Management fee
2.00%
Rank by yield
#9 of 161

On a KES 100,000 balance that is roughly KES 1,742 a year going to withholding tax.

Madison Wealth Special Fund rate history

Last quoted rate in each month, from Fructa’s daily record.

MonthGrossNet after 15% WHT
9 Jul 202611.56%9.83%
31 May 202611.61%9.87%
30 Apr 202611.54%9.81%
31 Mar 202611.72%9.96%
28 Feb 202611.91%10.12%
31 Jan 202612.02%10.22%

Questions people ask about Madison Wealth Special Fund

What is the current Madison Wealth Special Fund rate?
Madison Wealth Special Fund is quoting 11.61% 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 Madison Wealth Special Fund?
Kenyan money market fund interest carries 15% withholding tax, deducted at source. The advertised 11.61% is therefore 9.87% in practice. On KES 100,000 that difference is about KES 1,742 a year.
What is the minimum investment for Madison Wealth Special Fund?
Madison Wealth Special 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 Madison Wealth Special Fund?
Madison Wealth Special Fund is managed by Madison Unit Trust Funds, a fund manager licensed by the Capital Markets Authority. Fructa tracks every CMA licensed collective investment scheme that publishes a rate.
Is Madison Wealth Special Fund better than Lofty Corban Private Debt Special Fund or Etica Special Fund Wealth Fund?
Today Madison Wealth Special Fund pays 11.61%, Lofty Corban Private Debt Special Fund 14.23% and Etica Special Fund Wealth Fund 13.38%, all gross. Compare every fund on the rates page.
Is Madison Wealth Special 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.