Growth and Expansion at Madison Investment Managers Limited
Madison Investment Managers Limited concluded the year 2025 with a total fund value of Sh25 billion, reflecting strong performance across its investment portfolios. Among these, Unit Trust Funds accounted for approximately Sh16 billion, highlighting the company’s commitment to offering diverse financial solutions to investors.
At the Annual General Meeting (AGM) held on Friday, April 17, 2026, Rebecca Tiba, the Managing Director of Madison Investment Managers, addressed unit holders and shared insights into the company’s future plans. She emphasized that 2026 would be a significant year for the firm as it marks its 25th anniversary of operations in Kenya. Tiba highlighted the growth of the company’s funds over the years, stating that they have reached a total of Sh25 billion, serving both corporate clients and unit trusts.
She also announced that the firm is set to introduce a new US dollar fund this year, providing investors with additional options to diversify their portfolios. “This year is an exciting one because we are celebrating our 25th year of operations in Kenya,” Tiba said. “Our funds over the years have grown to Sh25 billion – both for corporate clients and unit trusts.”
Looking ahead, Tiba expressed confidence in the company’s growth trajectory, projecting that total funds will reach Sh36 billion in 2026. She added that the firm has plans to expand its reach by implementing a digital strategy. This includes the development of a mobile app, a self-service portal, and a USSD platform to enhance accessibility for clients.
The company has also focused on catering to diaspora clients, further expanding its market presence. The introduction of the US dollar fund is part of this broader strategy to meet the evolving needs of investors.
New US Dollar Fund and Market Performance
MarkAnthony Ngare, the Investment Manager, provided more details about the new US dollar fund. He explained that the fund is designed to offer investors exposure to the US dollar while delivering competitive returns. “The US dollar fund is aimed at helping investors gain currency exposure with good returns,” he said.
Ngare also highlighted the strong performance of the company’s existing funds. He noted that returns from the money market, fixed income, and wealth special funds have consistently exceeded market averages. “Looking at the funds that we have, we posted good returns last year compared to the market,” he said.
For instance, the Money Market Fund delivered an average return of 12% last year, outperforming the benchmark rate of 7%. Similar results were observed in the other funds, which generally performed above market levels.
AGM Highlights and Investor Engagement
During the AGM, the management team presented the financial results of the Madison Unit Trust Fund to unit holders. They also provided detailed information about the fund’s operations and addressed various queries raised by attendees.
This event marked an important opportunity for transparency and engagement between the company and its stakeholders. Investors were given the chance to understand the fund’s performance and future strategies, reinforcing trust and confidence in Madison Investment Managers’ capabilities.
The company continues to focus on innovation and client-centric approaches, ensuring that it remains a trusted name in the Kenyan investment landscape. With plans for expansion and the launch of new products, Madison Investment Managers is well-positioned to meet the growing demands of its diverse investor base.
