5-Year Trend on Assets Under Management
The Scheme’s Investment Portfolio recorded a 20.83% growth over 5 years to close at Ksh 9.647 billion
as of 31st December 2024.
Asset Allocation
The charts below provide the allocation to different asset classes based on market value of investments.
5-year Overall Scheme Performance
The Chart below provides the Scheme’s 12 months return for the period ending 31st December over the
past 5 years. The Scheme’s return for the period 1st January 2024 to 31st December 2024 is 19.25% (MTM),
17.46% (HTM) against the IPS benchmark of 26.52%. The positive performance was mainly attributed to
revaluation gains in bonds markets and rally in stock prices of banking stocks and other large capitalization
stocks in the quarter.
