Customized Portfolios

Customized Portfolio

This is a tailored portfolio designed to suit an investor’s unique investment horizon, risk preference and return expectation. The minimum start up is N1million for a single-instrument customized Portfolio and N5million for a mixed customized Portfolio, and can be either discretionary or non-discretionary.

Assets typically invested in include:

Equities : Quoted Equities & Unquoted Equities

Fixed Income &  Money Market Instruments: Treasury Bills, Bank Deposits, Commercial Papers & Bonds (Naira, USD, Local & international issuer)

Real Estate: Residential & Commercial