Our objective is to provide our clients with impartial advice tailored to their specific needs. This Independence, allied to extensive knowledge of local markets and long relationships with major international banks and financial institutions, enables us to offer cost effective and relevant solutions.
We currently offer the following products and services:
The Nigeria International Debt Fund is a distinct investment product, originally created as a closed-ended fund in 1997 and was restructured in 2010 to an open-ended fund.
The fund has also incorporated State bonds in its portfolio. The emergence of State bonds is currently gaining popularity as various states aim to fund large projects with targeted issuances.
It secured the approval of the Securities and Exchange Commission (“SEC”) to operate as an open ended fund on 12 February 2009, and commenced operations in March of the same year.
AEF commenced operations as an open ended fund in March 2009. As set out in the Trust Deed, the AEF primarily invests in stocks listed on the Nigerian Stock Exchange (“NSE”) with prospects for short to medium term capital appreciation.
As an active fund, it is permitted to hold up to 90% of its total assets in stocks (mostly blue chip companies) under favourable market conditions, with no more than 10% invested in a single company at any point in time.
The Afrinvest Dollar Fund is an open-ended mutual fund that will be invested in Dollar-denominated Securities registered in Nigeria and as may be determined by the Fund Manager.
The objective of the Fund is to achieve income generation and capital appreciation in the short to medium term for investors with dollars and designed to deliver significantly higher returns than what is obtainable from the average domiciliary account in the local banks. There is free entry and exit for investors subject to the prevailing Fund price.
The Afrinvest Plutus Fund is a money market fund that allows you to invest in low-risk securities with as low as N5,000. With this sum, you too can gain access to a diversified portfolio of short-term, highly liquid investment instruments like Treasury Bills, Commercial Papers, Bankers’ Acceptance, among others. You can increase your income with dividend payments every 3 months on profits from the Fund.
The Fund is approved by the Securities & Exchange Commission, and your funds are safeguarded by a Custodian Bank.
The Afrinvest Income Portfolio (“or AIP or the Portfolio”) is an income portfolio that seeks to preserve investors’ capital with a steady/attractive return on investment for a contract to lock in the funds for a specified period. The interest is then paid periodically based on the preference of the client. The AIP is a short-term investment portfolio that offers competitive interest rates. The portfolio invests in fixed income and money market instruments such as commercial papers, Bankers’ Acceptances, Savings Bond and other secure interest-earning products.
The near cash-cash nature of its underlying assets ensures that investors’ funds are liquid and at the same time profitable. This product is suitable for risk-averse investors who desire value appreciation with minimal exposure to losses and unstable market conditions.