Discretionary Managed Portfolio
Let us Manage your Portfolio
This is our biggest service – with Assets under Management of over NGN200billion.
The AIICO Capital Investment Managers 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 Investment Managers has developed two Discretionary Portfolio Management services to provide the best solutions to clients.
The AIICO Capital Investment Managers 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.
Through this service, clients increasingly focus on achieving specific goals and require a tailored investment philosophy to meet them. AIICO Capital Investment Managers 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.
Below are some of the benefit of our Discretionary Portfolio Management.
Our capital preservation strategy aims to prevent losses, maintain capital and keep pace with inflation.
We provide competitive returns on your investment based on market and portfolio performance .
we invest in different asset classes and securities in order to minimize the overall risk of the portfolio.
We will provide you with 24/7 access to your investment account through our web-portal
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.
AMMF Subscription Form | Mutual Fund | 30 06 2021 | ||
ABF SUBSCRIPTION FORM | Mutual Fund | 30 06 2021 | ||
INDIVIDUAL ACCOUNT OPENING FORM | Mutual Fund | 30 06 2021 | ||
EMAIL INDEMNITY FORM | All Products | 30 06 2021 | ||
CRS Individual Self-Declaration Form | Regulatory | 01 01 2022 | ||
CRS Corporate Self-Declaration Form | Regulatory | 01 01 2022 | ||
AIICO Euro Bond Subscription Form | Mutual Fund | 26 02 2024 |
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.
Client's investments are managed on a discretionary basis, in line with pre-agreed client objectives.
Read More2 collective investment schemes: AIICO Money Market Fund and AIICO Balanced Fund
Read MoreGuaranteed Treasury Note, Investments in FGN Treasury Bills and Bonds
Read MoreKindly complete the form below and our Wealth Management Team will reach out to you in no time
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.
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Delivering Results
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Awards
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