5-Year Trend on Assets Under Management
The Investment Portfolio recorded an 83.68% growth over 5 years to close at Ksh.13.973 billion as of
31st December 2024.
Asset Allocation
The charts below provide the allocation to different asset classes based on market value of investments. All Scheme assets are compliant with the IPS limit. We continuously restructure the portfolio and aim to diversify to investments with high returns that’s within the permissible
risks as per the 10-year strategy.
5-year Overall Scheme Performance
The Chart below provides the Scheme’s 12 months return for the period ending 31st December 2024 over
the past 5 years. The Scheme’s return for the period 1st January 2024 to 31st December 2024 is 25.63%
(MTM), 17.46% (HTM) against the IPS benchmark of 26.79%. The positive performance was attributed to
positive bond revaluation, and rally in prices of large capitalization stocks in the local equities market.
