Managed Fund -|- Discretionary Portfolio

About our Discretionary Portfolio

The AIICO Capital Discretionary Portfolio Management (ACDPM) is a highly personalized investment service to power you ahead because we believe your investment reflects you, your aspiration, drive, and legacy. While managing your portfolios will require more time and attention than your schedule permits, we have designed the ACDPM to manage the day-to-day investment responsibilities of clients who desire peace of mind, the time to focus on other priorities without losing control over the parameters of the portfolio mandate.

Our approach to your investments is designed to mirror your needs, risk appetite as well as helping you achieve your wealth creation plans.

Although it is relatively impossible to predict market movements or fluctuations accurately, we allow time in the market to drive long term returns. Thus, we believe by investing and staying invested, we can fully optimize your investment with us.

Our discretionary portfolio management is based on these four fundamental investment principles:

Dynamic Asset Allocation

Frequent Portfolio Rebalancing

Risk management

Cost efficiency

AIICO Capital has developed two Discretionary Portfolio Management services to provide the best solutions to clients.

Asset Investment Solution

The AIICO Capital Asset investment solution is built on our outstanding investment process to help meet your wealth objectives either through a single or multiple assets strategy. This design draws from our long-standing expertise in managing discretionary portfolios for top institutional investors and high-net-worth individuals.

This solution gives you the flexibility to invest across asset classes and instruments.

Bespoke Investment Solutions

Through this service, clients increasingly focus on achieving specific goals and require a tailored investment philosophy to meet them. AIICO Capital will design an innovative goal-oriented investment solution that is best suited to your specific needs and meet your expectations.

This approach is hinged on an open, transparent, and regular dialogue around the strategic aims of the portfolio, our convictions, and your requirements as they evolve over time.

We could consider a range of bespoke mandates to fulfil multiple outcomes for you, from wealth preservation to capital growth, while keeping risk management at the heart of the asset allocation.

Features

Benefit of Investing

Below are some of the benefit of our Discretionary Portfolio Management.

Capital Preservation

Our capital preservation strategy aims to prevent losses, maintain capital and keep pace with inflation.

Competitive Returns

We provide competitive returns on your investment based on market and portfolio performance .

Portfolio Diversification

we invest in different asset classes and securities in order to minimize the overall risk of the portfolio.

Online Access

We will provide you with 24/7 access to your investment account through our web-portal

  • Highlights
  • Benefits
  • How to invest

The Fund invests a 100% of its portfolio in money market instruments (such as treasury bills, commercial papers, banker’s acceptance e.t.c.)

30 days minimum holding period

The penalty for redeeming within the minimum holding period is 20% on the accrued income.

The minimum investment amount is N1,000,000.00

Simplicity

Transparent

Capital Preservation

Stable and Guaranteed Income

Security

Fill the Account Opening Form and email [email protected] with the following documentation. Please note that you are not required to make payment at this stage. Below is a list of items you are to submit with the subscription form;

One passport photograph for each applicant

A government issued identity card (national ID card, Driver’s license, International Passport, Voter’s card etc.)

Proof of address showing your name/surname

The account will be opened within one business day and your e-account number will be sent to you via email

Upon receipt of the e-account number, transfer the amount to be invested to the designated bank account (find below) using your e-account number as reference/remark etc.

Downloads

FORMS AND DOWNLOADS

AMMF Subscription FormMutual Fund30 06 2021pdf
ABF SUBSCRIPTION FORMMutual Fund30 06 2021pdf
INDIVIDUAL ACCOUNT OPENING FORMMutual Fund30 06 2021pdf
EMAIL INDEMNITY FORMAll Products30 06 2021pdf
CRS Individual Self-Declaration FormRegulatory01 01 2022pdf
CRS Corporate Self-Declaration FormRegulatory01 01 2022pdf
AIICO Euro Bond Subscription FormMutual Fund26 02 2024pdf

Various ways to give your tithe and Offering

Services

Our Service Offerings

Our clients trust us to help them to meet their immediate and future financial goals. Through thorough research and analyses covering time, trends and various investment classes, we provide personalized investment options and advice that helps our clients to make smart investment decisions.

Managed Portfolio

Client's investments are managed on a discretionary basis, in line with pre-agreed client objectives.

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Mutual Fund

2 collective investment schemes: AIICO Money Market Fund and AIICO Balanced Fund

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Guaranteed Income Note

Guaranteed Treasury Note, Investments in FGN Treasury Bills and Bonds

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Kindly complete the form below and our Wealth Management Team will reach out to you in no time

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  • GIN
  • AMMF
  • ABF
  • Portfolio

Reach out to us on any of our investment options.

Reach out to us on any of our investment options.

Reach out to us on any of our investment options.

Reach out to us on any of our investment options.

200B+

Assets Under Management

20 +

Delivering Results

13,000 +

Clients

10 +

Awards

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Call Us

09167429986