Kivuli Fund

The Kivuli Umbrella Fund is a super-scheme for retirement benefits that pools together retirement investments of multiple employers under a single corporate scheme while sharing the cost of management.

The fund was established in July 2015 as a separate legal entity from GenAfrica as a Trust. The Scheme is appropriate for all employers who lack size to extract scale benefits from a stand-alone scheme and also for big corporates who wish to outsource the administration and management of their retirement funds

The benefits to joining an Umbrella Fund arrangement are:

  1. Members benefit from economies of scale so that costs have a reduced impact on returns declared to members.
  2. The ability to diversify more effectively. Evidence shows that a large and well-diversified investment portfolio outperforms smaller and less diversified portfolios. This also reduces concentration risk.
  3. The management of all aspects of the fund is professionally outsourced. An Employer therefore is left to focus on core business and does not need to be involved in complex governance, trusteeship, investment, custody & administration.

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