General investing

We assist our clients make investments in a full range of investment choices in both local and international markets.

 

Investment Choices

EQUITIES

Features: Invest in shares of quoted and unquoted companies across a variety of sectors

Benefits:

– Useful for building a balanced portfolio
– Diversification can be achieved
– Useful for growth, value and income strategies
– Has adequate liquidity

 

FIXED INCOME SECURITIES

Features: Invest in a broad range of Fixed income securities such as Sovereign Bonds, Corporate Bonds, Sub-Sovereign Bonds, EuroBonds and Money market instruments such as Treasury Bills and Commercial Paper

Benefits:

– Useful for building a balanced portfolio
– Current income objective
– Low volatility

EXCHANGE TRADED FUNDS (ETF)

Features: Invest in ETFs which is similar to a Mutual Fund but can be traded like a stock.

Benefits:

– Building a balanced portfolio
– Liquidity
– Useful for Index fund investing
– Useful for growth, value and income strategies

 

MUTUAL FUNDS

Features: Invest in Mutual Funds that are professionally managed funds with diverse asset classes in line with your investment objectives

Benefits:

– Building a balanced portfolio
– Has adequate liquidity
– Useful for Index fund investing
– Useful for growth, value and income strategies

 

ALTERNATIVE INVESTMENTS

Features: Invest in Real Estate and Commodities

Benefits:

– Useful for building a balanced portfolio
– Useful for diversification
– Current income objective
– Useful for growth, value and income strategies

On the back of our open architecture platform, we offer our clients offshore investment solutions provided by international financial institutions.

One of such institutions include:

  • Investors Trust

These Offshore financial Products cater for:

  • Retirement Planning
  • Education Planning
  • Portfolio Management
  • General Investing