Octagon Umbrella Fund Grows to KSh3.2 Billion After 19.1% Investment Return
The Octagon Umbrella Retirement Benefits Scheme has grown its fund value to KSh3.2 billion after its Aggressive investment portfolio delivered a 19.1 per cent return in 2025, outperforming the umbrella fund market average of 12.37 per cent. The Scheme’s Balanced Fund recorded a 14.8 per cent return, while the Conservative Fund posted 11.6 per cent, with all three investment options delivering positive performance during the year. The growth has been accompanied by an increase in membership, with the Scheme recording more than 200 participating employers as of March 2026 and a 22 per cent rise in membership. Michael Komen, Head of Retail at Octagon Africa, said the Scheme’s growth reflects the growing demand for professionally managed retirement arrangements that provide employers with administrative efficiency while giving members investment choices and access to their retirement information. “Members now need solutions that combine disciplined investment, appropriate ...