Asset Management Products
Indexed Portfolio Plan (MBCSECIPP)
Introduction
This product class was designed for investors with low tolerance for risk, with a high degree of consideration for the security of their assets. To cater for this segment of our clients, we have created a balanced portfolio mix of quoted equity securities and money market instruments selected on account of their strong fundamentals and liquidity. These portfolios are managed under our discretion, where our clients authorise us to invest at our discretion, without recourse to the client.
Product Features
This can either be made by cash or stock equivalent Investment Horizon A minimum investment period of 12 months is required
Return On Investment
The return on investment is determined by benchmarking the average Central Bank of Nigeria Monetary Policy Rate (“MPR”) during the year + a 3% mark-up.
To learn more, please contact our Portfolio Management team.
MBCSEC Primary Portfolio Management Service(MBCSECPPMS)
Introduction
This product class is designed for investors with a higher level of tolerance for risk. This is managed discretionarily by our team of professional asset managers, where our clients authorise us to invest at our discretion but with a view to achieving an aggressive growth rate on the portfolio.
Here we will adopt a different management approach to investment of clients’ funds, taking into account the risk tolerance profile of the client before investment.
There is no guaranty on investment return.
Product Features
Benefits
- Professional management of your portfolio
- Quarterly performance report of your portfolio delivered to you
- Access to quality research information
- Latest market intelligence
- Monthly statement of Account
- Competitive fee structure
- Monitoring and tracking of bonuses and dividends
- Access to our research materials, daily, weekly monthly, quarterly and yearly market review
Group Contributory Equity Plan ("GCEP")
Our GCEP is a product designed to encourage a group of individuals to contribute an initial lump sum and consistent monthly contributions to a pool of investment for a minimum of 1 year to be managed by us. This product is designed to take advantage of the market – achieve scale economies for the investor, whilst providing a hands on, proactive asset management focus that may not be available to a single relatively small scale investor.
Product Features
- Start-Up Capital
A start-up sum of N1,000,000 (One Million Naira) is required.
This can either be made by cash or stock equivalent
Your initial investment is what gets your savings plan started.
Retirement Contributory Equity Plan
Our Retirement Contributory Equity Plan is designed to help you plan for the future by following a detailed investment roadmap designed by us. We are confident you can attain your future financial contingencies and expenditures while taking advantages of opportunities in the Capital Market.
Product Features
- Start-Up Capital
A start-up sum of N1, 000,000 (One Million Naira) is required.
This can either be made by cash or stock equivalent
Your initial investment is what gets your savings plan started.
Benefits
- Flexible structure of the portfolio to meet financial plan and future financial need
- Financial advisory services by seasoned asset managers
- Investment is managed by seasoned professional asset managers
- Quarterly performance reports and monthly statement of account
- Access to our research materials, daily, weekly monthly, quarterly and yearly market review
- Flexible account management style
- Maximised value of investment
- Competitive fee structure