Top 10 Collective Investment Schemes by Market Share in Kenya 2025

The unit trust market in Kenya continues to grow, attracting both retail and institutional investors seeking diversified and professionally managed investment options.

As of the latest data from March 2025, ten collective investment schemes dominate the landscape, offering various products such as money market, equity, balanced, and Shariah-compliant funds.

This ranking is based on the number of units under management, an indicator of investor preference and market presence.

1. Sanlam Unit Trust Scheme – 90.2 million units (18.2%)

Sanlam leads the unit trust market in Kenya with an 18.2% share. The Sanlam Unit Trust Scheme is popular for its range of funds catering to different investor risk profiles, from aggressive equity funds to conservative money market options.

2. CIC Unit Trust Scheme – 87.5 million units (17.6%)

CIC Unit Trust Scheme ranks second with 17.6% of the market. Managed by CIC Asset Management, the scheme has earned a strong reputation for its fixed-income and money market funds, often preferred by risk-averse investors.

3. Standard Investment Trust Fund – 56.8 million units (11.5%)

Standard Chartered’s Standard Investment Trust Fund holds 11.5% of the market. It offers balanced funds combining equities and fixed income, making it suitable for investors looking for a mix of growth and stability.

4. NCBA Unit Trust Scheme – 50.0 million units (10.1%)

Backed by NCBA Bank, the NCBA Unit Trust Scheme controls 10.1% of the market. The scheme focuses heavily on equity funds, attracting investors interested in long-term capital gains.

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5. Britam Unit Trust Scheme – 34.4 million units (6.9%)

Britam’s scheme commands 6.9% market share and offers a range of funds, including property and equity funds, catering to investors looking for long-term value and diversification.

6. ICEA Unit Trust Scheme – 22.3 million units (4.5%)

ICEA Lion manages the ICEA Unit Trust Scheme, which holds 4.5% of the market. Known for innovation, it includes Shariah-compliant investment options, serving faith-based and ethically driven investors.

7. Absa Unit Trust Funds – 21.5 million units (4.3%)

Absa’s funds account for 4.3% of the market and focus on sustainable investment practices. They offer a mix of growth and income funds suitable for different financial goals.

8. Co-op Unit Trust Scheme – 17.8 million units (3.6%)

Operated by Co-operative Bank, the Co-op Unit Trust Scheme holds 3.6% market share. It is structured to be accessible to small investors, with a focus on financial inclusion and community-based investment.

9. Old Mutual Unit Trust Scheme – 17.5 million units (3.5%)

Old Mutual’s scheme has 3.5% market share and is widely trusted for retirement and pension-oriented investments, appealing to long-term and conservative investors.

10. KCB Unit Trust Scheme – 13.3 million units (2.7%)

The KCB Unit Trust Scheme rounds out the top ten with 2.7% of the market. Backed by Kenya Commercial Bank, it targets new investors by offering low entry points and simple investment options.

Jefferson Wachira is a writer at Africa Digest News, specializing in banking and finance trends, and their impact on African economies.

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Wachira Jefferson

http://digitalbankingnews.co.ke

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