Stanbic Unit Trust Funds posted a strong rebound in profitability for the year ended December 2025, supported by higher interest income and gains from fixed-income investments.
The USD-denominated fixed income fund recorded the biggest turnaround, posting total comprehensive income of Sh183.2 million compared to a loss of Sh543,000 in 2024. The recovery was driven by a Sh102.5 million fair value gain on bond holdings and increased interest earnings.
The money market fund also delivered solid growth, with profit after tax rising to Sh153.9 million from Sh24.5 million a year earlier, buoyed by interest income that climbed to Sh234.7 million.
The shilling-denominated fixed income fund posted a modest profit of Sh4.7 million, supported by fair value gains and interest income.
Assets under management expanded significantly across the funds, reflecting increased investor appetite for fixed-income securities. The USD fixed income fund’s assets rose to Sh2.85 billion from Sh748.6 million, driven mainly by higher allocations to government bonds and bank deposits.
Similarly, the money market fund grew its asset base to Sh2.29 billion from Sh1.70 billion, with investments largely concentrated in Treasury bills and bank deposits.
The performance underscores a shift by investors towards safer, income-generating assets, particularly government securities, amid evolving market conditions.
Stanbic Unit Trust Funds are regulated by the Capital Markets Authority (CMA).
