Performance Review

It is our pleasure to present the results of our quarterly pension schemes investment performance survey for the period ending 31st March 2022.

The survey covered a sample size of 429 schemes with a total fund value of about Kshs. 938 Billion (excluding property) were analyzed. The total fund value of the sample including property and cash was Kshs. 1,049  Billion. We have analysed the overall results as well as the results of the different asset categories for the quarter, 1-year and 3-year (Annualized) periods.

Our findings show that the average overall returns excluding property for the 3-month, 1-year and 3-year (Annualised) time periods as of 31st March 2022 were -0.6%, 8.0% and 17.6% respectively.

Our findings still show that the majority of the schemes participating in the survey have a moderate risk profile (The asset allocation is a combination of equities, offshore and property is between 21% – 45%).

For a more detailed report on their performance, download the report here.

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