Performance: Compared to last quarter and also a year ago, the portfolio is up 50% in value from last year (excluding new investments), while the NSE 20 share index is up is up 22% since November 2012.
The Stable
Last 3 months
Barclays ↑
Bralirwa (Rwanda) ↓
Centum (ICDCI) ↑
Diamond Trust ↑
East African Portland Cement ↑
Equity Bank ↑
KCB ↑
Kenya Airways ↔
Kenya Oil ↑
Safaricom ↑
Scangroup ↓
Stanbic (Uganda) ↑
Unga ↑
Changes
In: Kenya Airways
Out: None
Increase: None
Decrease: None
Best performer: Portland Cement (up 47%), Safaricom (39%), Centum
Worst performer: Kenol (down 18%), Bralirwa (-8%)
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