Portfolio Management

Our Portfolio Management Service combines our vast robust team of highly intellectual researchers and subsequent analysis by the Investment Steering Committee.

Our investment philosophy focuses on safety, liquidity and yield

We explore investment opportunities and base our investment decisions on informed market analysis. Investment could be in different asset classes including equities, fixed income, real estate, and other alternative investments based on the investor’s time horizon, risk profile and investment Objective.

We deploy top-class instruments selection and asset allocation strategies that produce impressive returns on capital invested as well as mitigate against capital loss.

Investment Strategies

Achieve above average growth in the long term

Determine your risk appetite as an investor, considering your risk tolerance, investment profile, time horizon all which are relative to your investment objectives.

Equities
70%
Fixed Income Instruments With Low Risk Rating
90%

Preserve invested capital without much consideration for real returns

Focus on Overweight Fixed Income instruments such as FGN Bonds, Treasury Bills, Bank Deposits, etc. over Equity and achieve regular income payout with a low risk portfolio.

Equities
10%
Fixed Income Instruments With Low Risk Rating
90%

Attain a combination of capital growth and income with minimal volatility

The Asset allocation is 50% in equities and 50% in Fixed Income instrument. Achieve regular income payout with a medium risk portfolio.

Equities
50%
Fixed Income Instruments With Fair Risk Rating
50%

Capital stability with little volatility, minimal income and return growth

Equal weighting in fixed income instruments excluding equity and alternative investment. Build a low risk portfolio with regular income payout.

Fixed Income Instruments With Zero Risk Rating
100%

Investment Strategies