Asset Management

Growing your wealth is our utmost priority.

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)

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

FIXED INCOME NOTE

This service offers investors attractive and predictable return on their investments for tenors ranging from 30 to 365 days.

FEATURES OF THE NOTE

  • Minimum participation of ₦50,000,000
  • Safety of Capital
  • Fixed predictable rate of return
  • Liquidity
  • Competitive return
  • No Withholding Tax on earned interest
  • Investment Certificate
  • Pre-liquidation is allowed subject to a penalty of 20% on earned income.

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