Madison is one of the best insurance companies in Kenya. The company offers a list of investment products. Below we summarise some of the product available for Kenyans:
Madison Money Market Fund
Who is it ideal for?
The fund is suitable for salaried individuals, professionals, entrepreneurs, SACCOs, learning institutions, NGOs, Churches, Law firms, and SMEs, catering to needs like:
- Emergency funds and school fees funds
- Short-term savings goals
- Property and construction funds
- Group and welfare investments
- Business cash flow management
Features
- No entry or exit fee
- No tenor restrictions
- Withdrawals processed in T+1 working day
- Monthly interest distribution
- Initial minimum investment: Kes 5,000 and Minimum top-up: Kes 1,000
The interest rate is between 11% and 15% per year. You can invest as low as Ksh5,000. If you invest Ksh1,000,000 per year,you will earn interest of Ksh110,000 to Ksh150,000.
Madison Segregated Investment
The Madison Segregated Investment Fund is a personalized investment vehicle where an investor’s assets are held in a designated custody account. With guidance from the fund manager, clients can build a custom portfolio that aligns with their unique investment objectives, including capital protection, growth, and risk tolerance.
Ideal For:
MSIF is designed for high-net-worth individuals seeking a tailored investment strategy that reflects their personal financial goals, including capital growth, risk management, and liquidity needs.
In a segregated fund, the client with the help of the fund manager constructs their own portfolio with an asset allocation matching their specific investment goals. These goals usually include:
- Return (capital protection and growth)
- Risk profiles – (low, moderate, or aggressive risk)
- Liquidity (withdrawals)
- Other investor-specific constraints
Indicative Rate: 9% – 13% p.a.
Why Choose Madison Segregated Investment Fund?
- Personalized Approach: Create a portfolio that suits your specific financial objectives and risk profile.
- Flexibility: Adjust your portfolio based on changing market conditions or evolving goals.
- Competitive Performance: Benefit from returns that are aligned with market rates and your selected investment mix.
- Capital Protection & Growth: Focus on both safeguarding and growing your investment.
- Expert Management: Enjoy the guidance of experienced fund managers to optimize your portfolio’s performance.
How to Get Started:
- Contact Us:
- Email: madisoninvestmentmanagers@madison.co.ke
- Dial: *828# (Airtel/Safaricom)
- WhatsApp: 0741135660
- Invest: Start with a minimum investment of Kes 30M and customize your portfolio with expert guidance.
Key features
- Tailored Investment Strategy: Customized to match the investor’s goals and risk tolerance.
- Portfolio Adjustments: Flexibility to adjust with market changes or evolving financial objectives.
- Competitive Returns: Aligned with market rates, based on the chosen portfolio mix.
- Initial Minimum Investment: Kes 30,000,000
- Minimum Top-Up: Kes 5,000,000
If you are a wealthy individual, invest your money here. You will be 100% sure that your money will be safe.
Why Choose Madison Segregated Investment Fund?
- Personalized Approach: Create a portfolio that suits your specific financial objectives and risk profile.
- Flexibility: Adjust your portfolio based on changing market conditions or evolving goals.
- Competitive Performance: Benefit from returns that are aligned with market rates and your selected investment mix.
- Capital Protection & Growth: Focus on both safeguarding and growing your investment.
- Expert Management: Enjoy the guidance of experienced fund managers to optimize your portfolio’s performance.
Madison Wealth Special Fund
he 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.
Key features
- 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 from the website
- Use the Madison Self-Service Portal to sign up
- 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 Fixed Income Fund
The Madison Fixed Income Fund is a conservative investment vehicle designed for capital preservation while providing a steady quarterly income and competitive returns. The fund allows investors to invest in fixed-income securities like Treasury Bonds, offering competitive returns without long tenors.
Ideal For:
The fund is perfect for retirees, salaried individuals, professionals, Entrepreneurs, SACCOs, learning institutions, NGOs, MFIs, and SMEs seeking security and regular quarterly income, with medium to long-term capital growth that outperforms inflation.
Key Features
- Minimum investment: Kes. 5,000
• Minimum top-up: Kes. 1,000
• Tenor: 3 months, renewable
• Withdrawals processed in T+1 working day
• Monthly interest distribution
Effective Annual Returns 13%-15%
Why Choose Madison Fixed Income Fund?
- Stable, Competitive Returns: Achieve consistent returns to meet short to medium term financial goals.
- Professional Management: Managed by expert fund managers for optimal performance.
- Capital Preservation: A conservative vehicle designed to safeguard your investment.
- Enjoy flexible access of every 3 months.
- Monthly statements is provided
How to Get Started:
How to Get Started:
- Sign Up:
- Download the application form from the website
- Use the Madison Self-Service Portal to join. Visit the company’s website
- Contact Us:
- Email: madisoninvestmentmanagers@madison.co.ke
- Dial: *828# (Airtel/Safaricom)
- WhatsApp: 0741135660
- Invest: Start with as little as Kes 5,000 and monitor your growth online.