Equity Fund Grow your savings by investing in Unit Trust Funds.

What is Old Mutual Equity Fund?

This fund invests in a diversified portfolio of predominantly Kenyan shares designed for long term capital growth through dividends and capital gains from the investments.
How does it work?

This fund is suitable for investors who have an investment horizon of greater than 5 years, seeking superior returns and a higher tolerance for fluctuations of the investment value.

couple sitting at a dining table with their expenses spread out before them smiling at each other What's in it for you?

If you have a high-risk appetite and willing to invest in a diversified portfolio of predominantly Kenyan shares designed for long term capital growth through dividends and capital gains from the investments, then this fund is for you. The fund offers exposure to a range of domestic shares and you can deposit as low as Kes 50,000.

Man sitting in a chairFUND FACT SHEETFamiliarise yourself with the fund information to make the right investment decision.Want to know more about Equity Funds?We've answered some questions you might have.

    You can start from the convenience of your mobile phone. Simply dial *480# to open an account, start saving and watch your money grow.

    For applications we will require the following attachments:

    Copy of the ID or Passport

    Certified bank statement or ATM card

    Copy of PIN certificate

    Note that, Corporate applicants have additional requirements as per the checklist on the form.

    You can visit any of our offices and fill in the application forms or request a financial advisor to visit you and guide you through the sign up process.

    Our payment options:

    Direct Debit: Fill in a direct debit form that permits us to withdraw funds from your account to pay towards your unit trust account. The form is provided by Old Mutual.

    Standing Order: Place a standing order by providing instructions to your bank to pay to your unit trust account.

    M-PESA Pay: Pay via your mobile phone. The M-PESA Pay Bill number is 600 500. The Account Number refers to your unit trust account number.

    Bank Transfer: You can transfer funds from your bank account to our various Inflow Accounts at KCB provided:

    KENYA COMMERCIAL BANK, CUSTODY SERVICE BRANCH

    Old Mutual Money Market Fund

    •  Account Name: Old Mutual Money Market Fund
    • Account No. 1102369705

    Old Mutual Balanced Fund

    • Account Name: Old Mutual Balanced Fund
    • Account No. 1102370444

    Old Mutual Equity Fund

    • Account Name: Old Mutual Equity Fund
    • Account No. 1102370754

    Old Mutual Bond Fund

    • Account Name: Old Mutual Bond Fund
    • Account No. 1102400750

    Swift Code: KCBLKENX

    KCB CUSTODY BRANCH CODE 01133

    For any queries, contact us at clientservices@oldmutualkenya.com or call us on 0711 065800.