STANLIB Kenya

STANLIB Kenya Limited officially launched in October 2013, after rebranding from Stanbic Investment Management Services (SIMS). STANLIB is a leading fund manager in the region and has an unparalleled track record in terms of services and performance over the years. STANLIB Kenya manages asset worth over KSH 146.5 billion as at 31 December 2016.

STANLIB Kenya seeks to be recognized as East Africa’s premier Investment Manager, dedicated to the advancement of wealth management through the provision of excellent products, efficient service and customer satisfaction. We have been fully operational since 1998 as Stanbic Investment Management Services (EA) Ltd and are licensed by the Capital Markets Authority and the Retirement Benefits Authority in Kenya to provide investment advisory and Fund Management Services.

STANLIB Kenya is jointly owned by Liberty Holdings Limited and STANLIB Wealth Management Limited, both based in South Africa. Liberty Holdings is the principal shareholder of Liberty Kenya Holdings Limited, a company which is listed on the Nairobi Securities Exchange and also has an interest in two other local subsidiaries viz. Heritage Insurance Limited and Liberty Life Assurance Limited.

OUR CLIENTS

Our clients are mainly institutional and corporate investors with short-term cash management and medium-to-long term investment needs, including retirement funds asset management, and retail investors with surplus cash to invest at regular intervals or in once off lump sum investments. Our retail clients comprise of individual investors, high net-worth individuals, clubs, small business associations, and community cooperatives.

OUR HERITAGE

Our parent company STANLIB, is one of Africa’s leading asset managers, headquartered in South Africa, with assets under management and administration totalling R586 billion (USD 43 billion) as at 31 December 2016 for over 500,000 retail and institutional clients across the African continent.

STANLIB was founded in 2002 when Liberty Asset Management and Standard Corporate and Merchant Bank Asset Management merged.

A Pan-African multi-specialist investment company, STANLIB is active in ten African countries and has business partners in North America, the United Kingdom, Europe, the Middle East, and Asia.

STANLIB Kenya’s accolades

  • “Best fund in absolute return” at the Think Business Africa Investment 2016
  • STANLIB Asset Management was recognised as the “Best Asset Manager based in Frontier Markets” by Global Finance Magazine in 2015

STANLIB Kenya Funds

STANLIB Equity Fund

This fund was created to achieve an investment medium for unit holders, which shall have its primary objective long-term capital growth, a reasonable level of dividends and the maximum stability of capital invested.

STANLIB Money Market Fund

The STANLIB Money Market Fund is a unit trust (collective investment scheme) that aims to maximise income while preserving capital over the medium term, and to ensure liquidity of funds invested.

STANLIB Balanced Fund

This fund is a medium term collective investment scheme that invests in a diversified spread of equities and fixed-income securities with the primary objective being to seek long-term capital growth and income consistent with moderate investment risk from a wide range of securities.

STANLIB Bond Fund

The STANLIB Bond Fund is a medium-term collective investment scheme that invests in a diversified spread of fixed-income securities with the primary objective being to seek income generation and long-term capital growth consistent with moderate investment risk from a wide range of bond securities.

STANLIB Fahari I-REIT

An Income-REIT is a real estate investment scheme which owns and manages income generating real estate for the benefit of its investors. Distributions to investors are underpinned by commercial leases. This means that income returns are predictable and generally less volatile. The I-REIT provides an instrument for investing in the real estate market which offers both liquidity and a stable income stream.

STANLIB STAAFU STAREHE Pension Fund

This fund is similar to a typical pension fund managed by STANLIB with the difference being that this fund is sponsored by STANLIB instead of a single employer, and pools retirement funds from various individuals and employer. STANLIB will ensure that the scheme’s assets are managed in accordance to RBA regulations, trust deeds and rules. STANLIB will ascertain professional management to meet medium to long term growth of capital invested according to best practice.

STANLIB Kenya capabilities

We aim to adopt the best values and techniques as practiced internationally into the Kenyan investment management industry.

Our main areas of business:

  • Management of employee retirement benefits (pension/ provident funds)
  • Property investments
  • Insurance funds
  • Advisory services
  • Private equity

Disclaimer

Unit Trust Investments or Collective Investment Schemes in Securities are generally medium to long term investments. The value of participatory interests may go down as well as up and past performance is not necessarily a guide to the future. An investment in the units of a unit trust (participations of a collective investment scheme in securities) is not the same as a deposit with a banking institution. Unit trusts are traded at ruling prices and can engage in borrowing and scrip lending. Different classes of units apply to these portfolios and are subject to different fees and charges. A schedule of fees and charges and maximum commissions is available on request from the company STANLIB Kenya (Pty) Ltd.

News & Updates

  • Real estate investment treads in profit announcement

    24.03.2017, NTV

    The Stanlib Fahari Real Estate Investment Trust has a posted a return of Ksh106 million for its first13 months of operations...

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  • Stanlib Fahari-Reit post Ksh108M

    24.03.2017, K24

    Stanlib Fahari-Reit has posted Ksh108M net profit for the year that ended in December 2016...

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  • Stanlib Fahari records 1.2M dollars in earning

    24.03.2017, CNBC Africa

    Nairobi listed Stanlib Fahari I-Reit has posted 1.2 million dollars in earnings for the full year to December 2016, the profit was boosted by 3.3 million dollars in revenues...

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  • Stanlib Fahari I-REIT post Ksh 106 million net profit

    24.03.2017, Classic 105

    Kenya's first real estate trust fund,Stanlib Fahari I-REIT has recorded Sh106 million in net profit for the year ended 2016...

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  • Stanlib Fahari I-REI post Ksh 108 million net profit

    24.03.2017, Capital FM

    Kenya's first real estate trust fund,Stanlib Fahari I-REIT has recorded Sh108 million in net profit for the year ended 2016...

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  • Faharl I-REIT posts Sh106m net profit in 13 months following 2015 NSE listing

    25.03.2017, The Star

    Stanllb- owned Fahari I- Reit reported on Friday net profit for 13 months through December 2016 reached Sh106 million following Its listing on the Nairobi Securities Exchange In November 2015...

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  • Fahari real estate fund plans to raise Sh9bn in cash call

    27.03.2017, Business Daily

    Real estate fund Stanlib Fahari I-Reit plans to raise Sh9 billion later this year from current and new investors to fund the purchase of more propertie...

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  • Stanlib Fahari records 1.2M dollars in earnings

    24.03.2017, CNBC

    Nairobi listed Stanlib Fahari I-Reit has posted 1.2 million dollars in earnings for the full year to December 2016, the profit was boosted by 3.3 million dollars in revenues...

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Issued press releases