• Professional Expertise of the Manager
    1. Investors are relieved of the day-to-day administrative burden of making informed investment decisions in an environment where the availability of choice makes it a complex process to manage. In addition, the responsibility associated with the systematic collection of dividend warrants, share certificates and the regularization of your portfolio from the registrars are all passed on to the Manager of the CGF.
        1. The Manager of the CGF, FAML, comprises of an experienced investment management team, which makes investment decisions based on amongst others, the output of the highly rated FSDH Research team. This enables the Fund Manager to manage the investments of the fund efficiently as evidenced by its track record over the 6  years  period
    • Diversification  & Safety of your Investment
    1. The CGF is an alternative asset to include in your total investment portfolio would serve as a benchmark for your other investments.
    2. The diversified nature of the CGF implies that as an investor, you will reduce your risk, as the value of each security held by the CGF is not expected to move in the same direction at the same time.
    3. The diversified nature of the CGF also implies that as an investor in the CGF you are an investor in several high quality companies at the same time.
    • Enhanced Portfolio Return
    1. The pooled nature of the CGF will significantly reduce cost to the individual investor and lead to higher yields. This is because the CGF achieves economies of scale in research, transaction costs and investments.
    2. In addition, the CGF is tax efficient, as the withholding tax of 10% is the final tax payable by individual investors in the CGF. Note that Capital Gains Tax is not payable by investors (foreign or local) in Nigeria.
    • Liquidity of your Investment

    The CGF is a liquid investment because it is an open-ended scheme.This implies that as an investor you can redeem your investment, if you so wish at the prevailing bid price.

    • Borrowing

Investments in the CGF can also serve as collateral for a facility from any financial institution, subject to their internal credit policy.

  • Savings Vehicle

The CGF will help investors establish and manage, on an on-going basis, a savings plan that can serve as a pension plan, asset replacement plan, health plan, education plan etc.

 
 

UAC House( 8th floor), 1/5 Odunlami Street, P.M.B 12913, Lagos, 234-1-2640160-9,2700880-2, 2702885-6 (Investors Group), 2640150-9 ( Dealing only)