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