Qouted Equities

Quoted equities in Kenya are stocks of companies listed on the Nairobi Securities Exchange (NSE). Investors can buy and sell these stocks through licensed brokers. Prices fluctuate based on market conditions and company performance. Investing in quoted equities offers opportunities for capital growth and potential dividends. Companies from various sectors are represented, including banking, telecommunications, and manufacturing.

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.

Defined Benefits Scheme
Asset Allocation

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

Defined Contributions Scheme
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.