Madison Money Market Fund Daily Yield: 11.54%
Effective Annual Yield: 12.23% Madison Fixed Income Fund Daily Yield: 12.49%
Effective Annual Yield: 13.31% Madison Wealth Special Fund Weekly Average Daily Yield: 12.71%
Weekly Average Effective Annual Yield: 13.55%
The Madison Wealth Special Fund is an investment vehicle designed for high-net-worth individuals, focusing on a high-yielding and well-diversified portfolio of securities. It prioritizes capital preservation, delivers high returns, and provides semi-annual cash flows.
Ideal For:
The fund is perfect for conservative, high-net-worth investors seeking stability and wealth growth, including professionals, SACCOs, churches, learning institutions, NGOs, MFIs, and SMEs.
- Initial minimum investment: Kes. 1,000,000
- Minimum top-up: Kes. 1,000,000
- Tenor: 6 months and 12 months, renewable
- Withdrawals processed in T+1 working day
- Monthly interest distribution
Effective Annual Returns 13%-15%
Why Choose the Madison Wealth Special Fund?
- High-Yielding Returns: Achieve substantial returns with a diversified portfolio of securities.
- Capital Preservation: Focuses on safeguarding your investment while growing wealth.
- Semi-Annual Cash Flows: Receive consistent cash flow distributions every six months.
- Stability and Growth: Designed for conservative investors seeking wealth growth with stability.
- Professional Management: Managed by expert fund managers to ensure optimal performance.
How to Get Started:
- Sign Up:
- Download the application form here.
- Use the Madison Self-Service Portal: https://ssp.madison.co.ke/
- Contact Us:
- Email: madisoninvestmentmanagers@madison.co.ke
- Dial: *828# (Airtel/Safaricom)
- WhatsApp: 0741135660
- Invest: Start with a minimum of Kes 1,000,000 and monitor your growth online.
Madison Wealth Special Fund FAQS:
What is the Madison Wealth Special Fund
Offers a regulated wealth fund opportunity to clients to earn high-yield returns in a diversified portfolio
Initial Investment Amount
Kes 1,000,000
How often can I top up
At any time, the minimum top-up amount is Kes 1,000,000
What are your rates and are they guaranteed?
Wealth fund rates are not guaranteed; they fluctuate on a daily basis depending on the financial market performance. Our Indicative rate at the moment is 15.5%.
Withdrawal process
The investment runs for 6 months or 12 months (renewable), within this time we discourage withdrawals so as to achieve the indicative rate. However, at the end of the tenure you can access your funds plus any interest distributed to the account.
How to register
Head to our self-service portal https://ssp.madison.co.ke/ to register, alternatively, you may fill in the attached application form. We shall only require A copy of your ID, and proof of Bank details, this can either be an ATM, Bank statement, or a cancelled cheque and KRA PIN.
Disclaimer: The Capital Markets Authority does not take responsibility for the financial soundness of the scheme or for the correctness of any statements made or opinions expressed in this regard. Past performance is not an indicator of future performance as the price of units may rise or fall. In certain specified circumstances, the right to redeem units may be suspended.
