• About Us

      United Capital Plc is a leading pan-African financial services institution focused on leveraging technology to empower businesses, individuals and governments with excellent financial services

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      United Capital’s Investor Relations function is committed to upholding best practices in corporate disclosure, delivering clarity and consistency to investors and financial partners.

    • Knowledge Center

      Explore our Knowledge Center to access mutual fund fact sheets, read expert insights on our blog, and stay informed with the latest press releases and market updates.

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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.

  • Funds are open-ended
  • Memorandum listing on The Nigerian Stock Exchange
  • 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
mutual Funds

OUR ARRAY OF PROFESSIONALLY MANAGED MUTUAL FUNDS

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

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.

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.

  • Expert Advice
  • Market analysis updates and reports
  • White glove customer service
  • Evaluation of existing investment portfolios
  • Portfolio rebalancing
investment advisory