The Boards of Trustees reassures you the financial market’s volatility are cyclical and that both Scheme’s strategies have modelled a long-term investment approach that accounts for short-term effects on the investment fund. We hold the belief to ensure a sustainable kitty to all Scheme Members.
The following charts provide the distribution of the investments based on portfolio allocation and market value of investments.
5-Year Trend on Market Value of Investments
The Investment Portfolio closed at Ksh 8.188 billion as of 30th September 2022.
The charts below provide the allocation to different asset classes based on market value of investments.
The Charts below provide the Scheme’s return versus IPS benchmarks, a standard of measuring performance, as of 30th September 2022.
3-months Performance as of September 30, 2022
One-year Performance as of September 30, 2022
DC Scheme
5-Year Trend on Market Value of Investments
The Investment Portfolio closed at Ksh 9.147 billion as of 30th September 2022.
Asset Allocation
The charts below provide the allocation to different asset classes based on market value of investments.
3-months Performance as of September 30, 2022
One-year Performance as of September 30, 2022
