DC Scheme Investment Strategy
The overall investment aim of the Trustees is to provide long-term real rates of return to
members taking into account appropriate and acceptable risk levels. Overall investment
The objective is to target a real return over the medium and long term of 3% through investment in a moderate investment portfolio.
FUND VALUE
The fund has been on an upward growth trajectory since inception. The fund value as at 31st December 2024 was Kshs.28.4Bn.
This growth is expected to continue in 2025 and beyond.
ASSET ALLOCATION
The scheme has invested as per the Investment Policy statement and The Retirement Benefits Act and its regulations in Government Securities, Quoted equities, Guaranteed fund, Offshore and Fixed and Demand Deposits.
FUND PERFORMANCE AS OF DECEMBER 2024.
The fund’s financial assets’ 12-month return is 31.2% against a benchmark of 34% while the three-year return is 10.3% against a 10.8% Benchmark. The peers registered a 12 month return of 27.70%. The full year performance was above the peers.
