hero banner with breadcrumbs imageGreater returns withexpertly managed Equity Funds!Invest in publicly traded companies
for long-term capital appreciation.

What is an Equity Fund?

An equity fund is a type of mutual fund that primarily invests in stocks (equities) of publicly traded companies. Equity funds offer the potential for significant capital appreciation over the long term, but they also carry a higher level of risk compared to bond funds or balanced funds
Benefits of Our Equity Fund

Growth Potential: Stocks have the potential for substantial growth, allowing your investment to outpace inflation and generate significant returns.

Investment Flexibility: Easily switch your investment between different funds offered by our company to adapt to your evolving financial goals.

Accessible Withdrawals: Enjoy convenient and quick withdrawals with options like M-Pesa and EFT. The minimum amount depends on the withdrawal frequency.

Cost Savings: Benefit from a decreasing initial charge structure, where larger investments attract lower fees.

Ongoing Support: Receive monthly financial statements and access to valuable investment advice from our team.

Financial Planning: Set up a Cash Flow Plan to automate regular transfers from your equity fund to your designated account or other investments within our company.

Life Wrapper Benefit: Explore the added advantages of a life wrapper benefit (subject to availability and specific terms).

Businesswoman Working on Laptop ComputerFeatures of Old Mutual Equity Fund

Investment as Collateral: Utilize your equity fund account as security for a loan (subject to approval).

Multiple Access Points: Conveniently manage your account through USSD, web platform, and mobile app.

High Growth Potential: The equity fund invests in a portfolio of high-risk, high-reward assets, aiming for capital appreciation.

Diversified Portfolio: Your investment is channeled into a well-diversified portfolio across various asset classes, including:

  • Select Shares of companies with strong growth potential

  • Fixed Deposits for short-term stability (allocation may vary)

  • Corporate and Treasury Bonds to provide some level of income and stability

Investment Flexibility: There is no fixed investment term, but a minimum recommended holding period is in place to maximize potential returns.

Multiple Contribution Methods: Invest conveniently through direct debit, M-Pesa, cheques, or standing orders.

Free Withdrawals: Enjoy one free withdrawal per month. Additional withdrawals may incur fees.

Recommended Investment Horizon: We recommend a minimum investment period of at least 5 years to benefit from the long-term growth potential of the equity fund.

woman at desk in office Eligibility for the Old Mutual Equity Fund
  • Minimum initial investment of Ksh 50,000.
  • Subsequent top-up contributions of at least Ksh 1,000.
  • Minimum age of 18 to participate, with no upper age limit.
  • No maximum investment amount.

Equity funds are suitable for investors with a high-risk tolerance and a long-term investment horizon.

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Get in touch to unlock your growth potential with Equity Funds.