The Board 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.

DB Scheme

5-Year Trend on Assets Under Management

The Investment Portfolio closed at Ksh 8.46 billion as of 30th September 2023.

 

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Asset Allocation

The charts below provide the allocation to different asset classes based on market value of

investments.

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The Charts below provide the Scheme’s return versus IPS benchmarks, a standard of measuring

performance, as of 30th September 2023.

9-months Overall Scheme Performance as of September 30, 2023

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One-year Overall Scheme Performance as of September 30, 2023

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The Charts below provides the Scheme’s performance of the various asset classes versus IPS

benchmarks, a standard of measuring performance, as of 30th September 2023.

9-months Asset Classes Return Vs Benchmark

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One-year Overall Scheme Performance as of September 30, 2023

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The Charts below provides the Scheme’s performance of the various asset classes versus IPS

benchmarks, a standard of measuring performance, as of 30th September 2023.

9-months Asset Classes Return Vs Benchmark

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1 year Asset Classes Return Vs Benchmark

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DC Scheme

5-Year Trend on Assets Under Management

The Investment Portfolio closed at Ksh 10.147 billion as of 30th September 2023.

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The Charts below provide the Scheme’s return versus IPS benchmarks, a standard of measuring

performance, as of 30th September 2023.

9-months Overall Scheme Performance as of September 30, 2023

 

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One-year Overall Performance as of September 30, 2023

 

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Asset Allocation

The charts below provide the allocation to different asset classes based on market value of

investments.  

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The Charts below provides the Scheme’s performance of the various asset classes versus IPS

benchmarks, a standard of measuring performance, as of 30th September 2023.

9-months Performance as of September 30, 2023

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One-year Performance as of September 30, 2023

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Defined Contributions

Learn about Defined Contributions

Defined Benefits

Learn about Defined Benefits