WHAT WE PROVIDE
Our Asset Management team delivers top-of-the-line investment management services to our clients, with assets under management currently in excess of US$600 million.
We also provide innovative structured solutions for specific needs through our expertise in Portfolio/Fund Management, Mutual Funds, and Investment Advisory services, ultimately helping all our clients to achieve their financial goals.
The company is registered and licensed by the Securities and Exchange Commission of Nigeria (SEC) to act as Investment Advisers, Portfolio and Asset Managers
OUR SERVICE SUITE
Collective Investment Schemes (Mutual Funds)
Portfolio Management Services
Investment Advisory
COLLECTIVE INVESTMENT SCHEMES (MUTUAL FUNDS)
A mutual fund (or unit trust) is an investment vehicle that pools the money of many individuals to invest in stocks, bonds, money market securities, real estate or some combination of these.
FEATURES OF OUR COLLECTIVE INVESTMENT SCHEMES
- Funds are open-ended
- Memorandum listing on The Nigerian Stock Exchange
- Minimum investment – ₦10,000 and $1,000
- Separate statutory reports to the Securities and Exchange Commission
- Separate accounting/auditing of the funds
- Daily valuation to determine the Bid/Offer Price for Entry/Exit
- Redemption between 24 hours for Naira-denominated funds and 3-5 business days for dollar-denominated investments
- Re-Investment of dividend at the unit holder's discretion
OUR ARRAY OF PROFESSIONALLY MANAGED MUTUAL FUNDS
- United Capital Balanced Fund
- United Capital Equity Fund
- United Capital Nigerian Eurobond Fund
- United Capital Fixed Income Fund
- United Capital Money Market Fund
- United Capital Sukuk Fund
- United Capital Wealth For Women Fund
- United Capital Global Fixed Income Fund
PORTFOLIO MANAGEMENT SERVICES
The Portfolio Management Schemes include:
CORPORATE FUND MANAGEMENT
This is designed to take the responsibility of managing Shareholders’ funds or company’s investible funds from organizations to enable them concentrate on their core businesses.
GRATUITY FUND MANAGEMENT
We work with multi-national corporations, organizations, Foundations and/or groups to manage/establish various types of Collective Investment Schemes (Gratuity/SIS) designed to create future wealth for the members of staff or beneficiaries.
FEATURES OF OUR PORTFOLIO MANAGEMENT SERVICES
- Minimum investment of ₦50 million for HNIs and ₦100 million for Corporates
- Performance benchmark set
- Minimum tenure of one year subject to a renewal
- Additional contributions to portfolio allowed
- Discretionary and Non Discretionary portfolio management
INVESTMENT ADVISORY
We offer investment advisory services to our clients to enable them keep control over their investment decisions and take advantage of a wide range of investment opportunities.
FEATURES OF OUR INVESTMENT ADVISORY SERVICE
- Expert Advice
- Market analysis updates and reports
- White glove customer service
- Evaluation of existing investment portfolios
- Portfolio rebalancing
UNITED CAPITAL ASSET MANAGAMENT MUTUAL FUNDS FACTSHEET
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LEADERSHIP TEAM
ODIRI OGINNI, CFA
MD/CEO, United Capital Asset Management Limited
DUNKE BODE-ARIBISALA
Head, Regional and Channels Sales
Emmanuel Akehomen
Head, Portfolio Management
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