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03 Our Strategy 04 Delivering Vision 2035
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Delivering Vision 2035

Achieving competitive returns and sustainable growth

80 • MAXIMISING EARNINGS

Growing members' savings

UGX 80 trillion Assets Under Management

UGX 29.13Tn

2025/2026 target

UGX 32.87Tn

2025/2026 achieved

41%

Progress towards 2035 target

UGX 37.42Tn

2026/27 target

Strategic highlights

During FY2025/26, the Fund achieved 26% growth in Assets Under Management, well above the annual target of 12%. This performance reflected strong investment returns, sustained contribution inflows, and disciplined stewardship of members' savings, reinforcing the Fund's long-term financial resilience.

Active portfolio management

The Fund actively repositioned its investment portfolio in response to evolving market conditions, capitalising on strong equity market performance, attractive fixed income yields and favourable foreign exchange movements, while maintaining sufficient liquidity to meet member obligations.

Unlocking value from the property portfolio

The Fund accelerated the optimisation of its property portfolio, achieving an 86% disposal rate against a target of 40%, improving liquidity, and reducing capital tied up in underperforming assets. Construction of Mbale City House was completed and tenant onboarding commenced, while the Temangalo Housing Project progressed towards pricing and market launch.

Expanding investment opportunities

To support the long-term objectives of Vision 2035, the Fund developed a Social Impact Investment Policy and advanced opportunities to diversify its investment portfolio. Progress included engagements on the Kampala–Jinja Expressway and strategic partnerships with institutions such as National Housing and Construction Company, Housing Finance Bank and Shelter Afrique Development Bank to support affordable housing and other investments aligned with national development priorities.

Maintaining financial discipline

The Fund maintained a disciplined value-based budgeting approach as the balance sheet expanded.

The expense ratio closed the year at 0.84%, comfortably below the annual threshold of 0.99%, ensuring that a greater proportion of investment returns was preserved for members.

Looking ahead

During FY2026/27, the Fund will begin implementing its portfolio pivot, a key strategic choice under Vision 2035 designed to support sustainable growth in Assets Under Management. By progressively diversifying the investment portfolio, the Fund will strengthen long-term resilience while maintaining its commitment to liquidity, capital preservation, and sustainable returns.

Key priorities include:

Diversifying the investment
portfolio

Strengthen investment capability and governance to support measured exposure to private equity, private credit, and other alternative asset classes, while exploring selected regional investment opportunities to enhance diversification and long-term returns.

Advancing strategic
investments

Progress commercially viable infrastructure opportunities, including the Kampala–Jinja Expressway, while assessing investments across Uganda's energy and oil and gas value chain. All investments will remain subject to rigorous due diligence and the Fund's return and risk requirements.

Optimising the property
portfolio

Accelerate priority developments, including Nsimbe, Bukerere, Bwebajja and Off-taker Phase II, while pursuing strategic partnerships that improve project delivery, support affordable housing, and enhance long-term value from the property portfolio.

Strengthening the investment environment

Continue engaging Government and regulators to address tax, policy and regulatory barriers that improve investment efficiency, unlock new opportunities and support sustainable long-term value creation for members.

Up nextDelivering exceptional value

NSSF Integrated Report 2026

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NSSF Integrated Report 2026

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01

Report Overview

02

Our Business

03

Our Strategy

04

Our Governance

05

Our Sustainability

06

Our Performance

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