Good News! You can NOW invest in Etica Multi-asset Special Fund: Full Fund Review

Do you want to invest in Etica Multiasset Special Fund? In this video we review what the fund is and where they invest. We break down its asset classes, risks, fees, and returns to help you make an informed decision.

This fund was Launched in January 2026 and is regulated by CMA, the Etica Multiasset Special Fund offers diversification across equities in Kenya and sub-Saharan Africa, government bonds in East Africa, commercial papers, offshore securities, forex trading, derivatives, securities lending, and cash equivalents. With a medium-to-high risk profile (rated 5/7), it's ideal for medium to long-term investors seeking passive income without single-asset limitations.

Key features include a minimum investment of KES 250,000, top-ups from KES 100,000, quarterly compounding distributions, and net returns after fees (management 5% p.a., trustee 0.25%, custodial 0.15%, plus 15% withholding tax). A 41-day trial showed 18.92% annualized net return – impressive for a special fund with Coop Bank as custodian and strong trustee oversight.

Understand the 6-month lock-in period with 5-day withdrawal windows, potential risks like interest rate fluctuations, and why diversification reduces overall volatility. Whether you're a beginner exploring Kenyan investments or an advanced investor comparing options, this fund could align with your goals for wealth building and financial independence.

Subscribe to StudyofWealth for more unbiased reviews on investment opportunities, money market funds, and strategies to sustain your lifestyle through passive income. Hosted by Susan Njuguna – let's learn and implement together. If this fits your risk appetite, type "fund to consider" in the comments!

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