Portfolio Management

Money Market Portfolio
The AXA Mansard Money Market Portfolio’s investment objective is to achieve a high level of income from a diversified portfolio of money market and fixed interest securities. The risk profile of the AXA Mansard Money Market Portfolio is Low.

The investments are generally short term in nature, with the return is normally in the form of interest. This makes it suitable for cautious investors who are keen on capital preservation. The default portfolio would be a low-risk, diversified money market portfolio invested in a high grade money market and cash or cash-equivalent securities such as Bank Deposits and Federal Government Treasury Bills.

 
The following are the advantages for investing in this product.

1. The portfolio gives you the flexibility to have instant access to your funds within 48 hrs

2. Returns are after-fees (investment returns delineated below are actually after management fee deductions)

3. A minimum startup of N100,000 and a minimum addition of N10,000

4. Availability of a direct debit platform for the ease of depositing funds

5. Statement of accounts to be rendered on a quarterly basis or upon request

6. Quarterly Investment Manager’s Review and Performance Report

7. Weekly Market and Economic Review Report

8. Monthly Wealth Management Newsletters


Fixed Income Portfolio

The AXA Mansard Fixed Income Portfolio’s investment objective is to achieve a high level of income with the potential for capital growth from investments in a diversified portfolio of fixed interest securities.

 

The risk profile of the AXA Mansard Fixed Income Portfolio is Low. The investments are generally medium term and the return is normally in the form of interest. The portfolio is suitable for conservative investors who are keen on capital preservation whilst seeking income and some potential for capital growth through fixed interest securities.


The following are the advantages for investing in this product.

1. The portfolio gives you the flexibility to have instant access to your funds within 48 hrs

2. Returns are after-fees (investment returns delineated below are actually after management fee deductions)

3. There are no withholding tax charges on investment returns

4. A minimum startup of N100,000and a minimum addition of N10,000

5. Availability of a direct debit platform for the ease of depositing funds

6. Statement of accounts to be rendered on a quarterly basis or upon request

7. Quarterly Investment Manager’s Review and Performance Report

8. Weekly Market and Economic Review Report

9. Monthly Wealth Management Newsletters


Balanced Portfolio

The AXA Mansard Balanced Portfolio’s investment objective is to achieve a combination of income and capital growth by investing conservatively in a diversified portfolio of equities, fixed interest securities and property.

The risk profile of the AXA Mansard Balanced Portfolio is Medium. This portfolio has the potential for capital growth and/or income over the medium to long term with some degree of capital fluctuation. This makes it suitable for investors who are willing to accept the possibility of a short-term diminution in their investment in return for the prospect of strong capital growth in the medium to long term.
 

The portfolio has the following advantages:

1. The portfolio gives you the flexibility to have instant access to your funds within 48 hrs of liquidation notice

2. Returns are after-fees (investment returns delineated below are actually after management fee deductions)

3. There are no withholding tax charges on investment returns

4. A minimum startup of N100,000 and a minimum addition of N10,000

5. Availability of a direct debit platform for the ease of depositing funds

6. Statement of accounts to be rendered on a quarterly basis or upon request

7. Quarterly Investment Manager’s Review and Performance Report

8. Weekly Market and Economic Review Report

9. Monthly Wealth Management Newsletters


Dynamic Portfolio

The AXA Mansard Dynamic Growth Portfolio’s investment objective is to provide investors capital growth and total return through investment in Nigerian companies. The portfolio follows a highly active investment approach with emphasis placed mainly on equity or equity-related instruments, property or property related instruments with a bit of income from fixed interest securities.
 
The risk profile of the AXA Mansard Dynamic Growth Portfolio is high. This makes it suitable for investors who are willing to accept the possibility of a short-term diminution in their investment in return for the prospect of aggressive capital growth in the medium to long term.


The portfolio has the following advantages:

1. The portfolio gives you the flexibility to have instant access to your funds within 48 hrs of liquidation notice

2. Returns are after-fees (investment returns delineated below are actually after management fee deductions)

3. There are no withholding tax charges on investment returns

4. A minimum startup of N100,000 and a minimum addition of N10,000

5. Availability of a direct debit platform for the ease of depositing funds

6. Statement of accounts to be rendered on a quarterly basis or upon request

7. Quarterly Investment Manager’s Review and Performance Report

8. Weekly Market and Economic Review Report

9. Monthly Wealth Management Newsletters