Equity Fund

Our Equity Fund is one of the easiest ways of having a professionally-managed stock portfolio. It invests in carefully selected shares and stocks listed on the Nairobi Stock Exchange. This fund is suitable for investors who are seeking long-term growth through dividends and capital gains from the investments.


  • Returns consisting of dividend and capital appreciation.
  • Returns are distributed twice a year in June and December.
  • Option of reinvested into the fund to maximize investments returns through compounded growth.
  • The minimum investment for each of our unit Trusts Funds is KShs 100,000.
  • The minimum additional investment amount is KShs 20,000.
  • Joining Fee of 5% of the investment amount.
  • Service fee of 2% p. a.

How to apply for your Unit Fund

  • Duly completed risk assessment form and application form.
  • Photocopy of Kenyan ID/Valid Passport for all the signatories.
  • Cheque or Bank transfer confirmation of the investment amount.
  • Certified copy of a recent bank statement, photocopy of ATM Card

Additional information for Corporates, Associations or Societies

  • Yields are quoted NET of all taxes and fees.
  • Past performance is not necessarily a guide to future investment performance.
  • The prices of the CBA Equity Fund and yields on the CBA Money Market Fund may change on a daily basis. Price of units may go up as well as down as a result of changes in the value of the underlying investments.
  • In certain specified circumstances, the right to redeem shares may be suspended
  • There are no guarantees on the client`s capital invested. The performance of the underlying investment vehicles determines the value of your Unit Trust investments.