The CIC Wealth Fund offers capital preservation and enhanced returns with flexible tenures and professional management. Minimum investment KES 5 million.
Invested in Your Ideas. Invested in You.
In an era where smart capital deployment makes the difference between growth and stagnation, the CIC Wealth Fund provides discerning investors with a robust and dynamic vehicle for wealth multiplication. Designed by CIC Asset Management (CICAM), this fund is ideal for individuals and institutions seeking enhanced returns while preserving capital through well-managed short-term placements.
What Is the CIC Wealth Fund?
The CIC Wealth Fund is a low- to moderate-risk investment product that targets higher returns by allocating capital to a portfolio of high-yielding, interest-bearing instruments. Unlike traditional savings accounts or fixed deposits, this fund offers:
- Short- to mid-term placements
- Diversified asset allocation
- Customizable investment periods
- Professional oversight and liquidity
This fund is more aggressive than a money market fund but still operates within a controlled risk framework, making it suitable for high-value investors seeking greater yield without significant exposure.
Who Should Invest?
The CIC Wealth Fund is ideal for:
- High-net-worth individuals (HNWIs)
- Corporates with idle capital
- Short-term institutional treasury investors
- Anyone seeking capital preservation and higher returns within 3 to 12 months
Key Features of the CIC Wealth Fund
| Feature | Description |
|---|---|
| Initial Fee | None |
| Annual Management Fee | Below 5.0% per annum |
| Minimum Investment | KES 5,000,000 |
| Minimum Top-Up Amount | KES 1,000,000 |
| Investment Tenure Options | 3, 6, or 12 months |
| Risk Profile | Low to Medium |
| Fund Manager | CIC Asset Management |
| Trustee | KCB Bank Kenya Limited |
| Custodian | The Co-operative Bank of Kenya Limited |
| Auditor | PwC Kenya |
Benefits of the CIC Wealth Fund
💼 Enhanced Return Potential
Expect higher interest earnings than traditional money market funds—perfect for strategic capital optimization.
💼 Capital Preservation
Despite its higher return target, the fund operates under a robust risk management framework to protect investor principal.
💼 Tenure Flexibility
Choose from 3, 6, or 12-month fixed placements based on your financial strategy or liquidity needs.
💼 Liquidity Without Penalty
Investors can access their funds at short notice with no penalties, offering peace of mind even in evolving financial situations.
💼 Professional Fund Management
A team of CMA-licensed investment managers ensures that every shilling is strategically placed to balance growth and security.
Why Choose the CIC Wealth Fund?
Unlike traditional term deposits, this fund combines:
- Institutional-scale earnings
- Regulatory compliance
- Custom investment durations
- Freedom to switch or transfer to other CIC funds such as Money Market, Fixed Income, or Dollar Fund
This makes the CIC Wealth Fund a powerful treasury management tool for entities and individuals who demand both performance and professionalism.
How to Get Started
- Complete an application form (Individual, Joint, or Corporate)
- Provide ID, KRA PIN, and proof of address
- Deposit your minimum investment of KES 5,000,000
- Choose your preferred tenure: 3, 6, or 12 months
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Final Thoughts
If you’re looking for a reliable way to grow idle capital without locking it up for years, the CIC Wealth Fund is a top-tier solution. With its focus on preserving principal while offering superior returns, this fund is built for those who want more than just safety—they want strategy.
Preserve your wealth. Grow your capital. Invest smarter with CIC.
