Non Discretionary Managed Porfolio
Let us Manage your Portfolio
This is our biggest service – with Assets under Management of over NGN200billion.
Managed Fund -|- Non-Discretionary Portfolio
About Non-Discretionary Managed Portfolio
The AIICO Capital Non-Discretionary Portfolio Management provides the flexibility to meet your requirements precisely, a choice of investment services options could be considered, so that you can choose how actively you wish to play in the management of your investment. Further flexibility comes from the choice of asset class and instruments available, including Equities, Bonds, Treasury Bills, Mutual Funds, and alternative assets.
By helping with the development and implementation of an investment strategy, we provide you with necessary market related information gathered through quality research by our analysts. This enables us to offer you sound advice on asset allocation and diversification and has earned us our enviable track record in investment management.
Our relationships and partnerships in the industry provides the benefit of dealing with major market players in negotiating bulk trades at relatively competitive rates to the benefit of our clients.
Features
Benefit of Investing
Below are some of the benefit of our Non-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 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 |
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.
Read MoreMutual Fund
2 collective investment schemes: AIICO Money Market Fund and AIICO Balanced Fund
Read MoreGuaranteed Income Note
Guaranteed Treasury Note, Investments in FGN Treasury Bills and Bonds
Read More
Reach out to us
Want to Invest?
Kindly complete the form below and our Wealth Management Team will reach out to you in no time
- 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
Not Sure What You Need?
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09167429986Subscribe Now