5-Year Trend on Assets Under Management

The Scheme’s Investment Portfolio recorded a 17.87% growth over 5 years to close at
Ksh 9.171 billion as of 30th September 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 3 months return for the period ending 30th September over
the past 5 years. The Scheme’s return for the period 1st January 2024 to 30th September 2024 is 14.05%
trailing the IPS benchmark of 14.45%. The positive performance was mainly attributed to equities market
as large capitalization stocks rallied in the month.