Regardless of your income, achieving your financial goals is attainable by investing in mutual funds. We work to understand your needs and match your objectives to our various mutual funds.

Mutual funds provide you with access to investment markets by pooling your money with the money of several other individuals with similar investment goals. By diversifying your investments, mutual funds assist with minimising the potential risks typically associated with investing. Mutual funds differ to stocks as they are not traded on an exchange and investors can buy and sell through a Fund manager at any time. Units are created and sold to new investors on a continuous basis, so you can either invest a lump sum or save on a regular basis. Our mutual funds are regulated by the Securities and Exchange Commission (SEC) of Nigeria.

Short-to-medium term investment solution with low risk

  • A short-to-medium term investment giving unit holders stability, liquidity and some income
  • Typically offers higher interest rates when compared to rates on bank savings accounts
  • Invests in treasury bills, bank tenured deposits and commercial papers
  • Low risk
  • Recommend for customers saving for a short-to-medium term goal
  • Minimum investment: N5,000
  • No withholding tax payable on capital gains
  • Minimum holding period: 30 days*
  • Income distributions: Quarterly

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Regular income with exposure to the bond market

  • A medium-to-long term investment giving unit holders  a consistent regular income
  • Typically offers competitive returns over a 3-4 year investment horizon
  • Invests in fixed income securities such as bonds and treasury bills
  • Low-medium risk
  • Recommend for conservative unit holders  who are looking for a stable income
  • Minimum investment: N50,000
  • No withholding tax payable on capital gains
  • Minimum holding period: 90 days*
  • Income distributions: Semi-annually

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Superior capital growth with diversification across equities, bonds and treasury bills

  • A medium-to-long term investment giving unit holders a balanced mix of reinvested income and capital appreciation over time
  • Typically offers competitive returns over a 3-5 year investment horizon
  • Invests in equities, bonds and treasury bills
  • Medium risk
  • Recommend for unit holders looking to build wealth through a single diversified portfolio, seeking long-term capital growth and competitive returns
  • Minimum investment: N50,000
  • No withholding tax payable on capital gains
  • Minimum holding period: 90 days*
  • Income distributions: Annually

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Steady income with exposure to USD denominated debt instruments with low- medium risk

  • A medium-to-long term investment giving customers steady return on capital and assured liquidity
  • Typically offers competitive returns over a 3-5 year investment horizon
  • Invests in USD denominated debt instruments of the Nigerian government, corporate and financial institutions (mostly bonds)
  • Medium risk
  • Recommend for unit holders looking to build wealth through a single diversified portfolio, seeking long-term capital growth and competitive returns
  • Recommend for foreign currency deposit investors who wish to mitigate the exchange rate risk on the value of their USD denominated investments
  • Minimum investment (Retail Unit Class): US$ 1,000
  • Minimum investment (Institutional Unit Class): US$ 100,000
  • Minimum holding period: 180 days*

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Long- term capital growth by investing primarily in a portfolio of equities listed in Nigeria, with high risk

  • A medium-to-long term investment giving customers steady return on capital and assured liquidity
  • Typically offers competitive returns over a 3-5 year investment horizon
  • Invests in equities and fixed income products such as treasury bills
  • Recommend for customers seeking long-term capital growth, require minimal income and can tolerate market volatility
  • Minimum investment: N50,000

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*units redeemed earlier than the minimum holding period will incur a processing fee of 20% on the income earned on the value of such redemptions

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