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.
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.
5-Year Trend on Assets Under Management
The Investment Portfolio recorded a 71.15% growth over 5 years to close at Ksh.12.472 Billion as of 30th September 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 9 months return for the period ending 30th September 2024
over the past 5 years. The Scheme’s return for the period 1st January 2024 to 30th September 2024 is
13.18% outperforming the IPS benchmark of 12.12%. The positive performance was attributed to positive
bond revaluation, an improvement in equities as the market recovered from anti-fnance bill protests
and positive performance from the offshore investments.
