Download non-discretionary portfolio - Alternative Capital Partners

NON-DISCRETIONARY PORTFOLIO
Our fees for this service are in line with SEC approved
rates and a brokerage commission of 1% will be charged
on equity transactions. Appropriate brokerage
commission on other asset classes will be on a case by
case basis
FUND / PORTFOLIO MANAGEMENT
WEALTH MANAGEMENT
Other characteristics for this investment are as follows:
- Minimum investment of N10m.
- Bond Investment will be made as a single block
transaction or pooled together with other investors’
transactions.
- Execution of transactions will be on best effort basis.
- Contract notes or transaction updates will be sent
within 24 hrs of execution of the transaction.
- On-line access to account .
- Monthly rendition of statements.
ADVISORY
SECURITIES TRADING
PRINCIPAL INVESTMENTS
TRUSTEES
Alternative Capital Partners Limited
Our non-discretionary portfolio service is for investors
who are quite knowledgeable about the capital market
and are able to make their own investment decisions.
The portfolio is managed in accordance with their
requests and needs with instructions being executed in a
timely and efficient manner. We support such clients
with our research report and advise them on our opinion
of the general market direction from time to time.
Mutual funds provide investors the
benefits of having a professionally
managed, liquid and diversified
portfolio at a minimal transaction cost
ACAP MUTUAL FUNDS
Our mutual funds are well structured to achieve efficiency, risk diversification and adequate
return both in terms of regular distribution and capital appreciation which is reflected in
increased fund prices over time.
The fund provide access to retail investors with investments as low as N50,000.00 and
subsequent investments of N20,000.00. Our mutual funds provide access to different asset
classes with a balanced portfolio strategy ensuring that we are not over skewed in any asset class.
The investment can be used as liquid security /collateral for borrowings.
FUND / PORTFOLIO MANAGEMENT
WEALTH MANAGEMENT
ADVISORY
SECURITIES TRADING
PRINCIPAL INVESTMENTS
TRUSTEES
Alternative Capital Partners Limited
Our pricing is in accordance with SEC regulations and we provide online access to your account
with daily closing prices of our funds published on our website.
ACAP FIXED INCOME NOTES
ACAP Fixed Income Notes (ACAP-FIN) is one of our discretionary portfolio products, designed for
investors who have very low risk appetite and prefer predictable income streams alongside
capital preservation.
The product asset allocation is strictly in Fixed Income and Money Market Instruments.
- Tenure is 60 days Minimum
- Minimum Investment is N10m
- Target annual return is appreciably above prevailing Money Market Rates.
The investment can be used as liquid security /collateral for borrowings.
FUND / PORTFOLIO MANAGEMENT
WEALTH MANAGEMENT
ADVISORY
SECURITIES TRADING
PRINCIPAL INVESTMENTS
TRUSTEES
Alternative Capital Partners Limited
Other features for this investment are as follows:
Capital Preservation is a long term
investment strategy with lower risk of
capital loss and steady increase in
portfolio value.
ACAP VALUE INVESTMENT PORTFOLIO
The asset allocation is as follows:
- Fixed Income: 80% minimum
- Money Market: 10% minimum
- Equities: 10% maximum
The investment can be used as
liquid security/collateral for borrowings.
FUND / PORTFOLIO MANAGEMENT
WEALTH MANAGEMENT
Other characteristics for this investment
are as follows:
- Tenor is 180 days
- Minimum Investment is N20m
- Target annual return is Weighted
Average MPR+3.5%
- Management fee is 2% p. a
- Incentive fee of 20% of incremental returns
above target rate
- Allows regular incremental investments
ADVISORY
SECURITIES TRADING
PRINCIPAL INVESTMENTS
TRUSTEES
Alternative Capital Partners Limited
This is one of our discretionary portfolio products, designed for investors who are very particular about
preservation of their principal. The strategy adopted in designing this particular product is to ensure
capital preservation while at the same time deriving incremental earnings which are above the rate of
return on 180 days placement with banks.
ACAP BALANCED INVESTMENT
PORTFOLIO
The asset allocation is as follows:
Other features for this investment are as follows:
- Fixed Income: 60% minimum
- Equities: 30% maximum
- Money Market: 10% minimum
-
The investment can be used as
liquid security / collateral for borrowings.
FUND / PORTFOLIO MANAGEMENT
WEALTH MANAGEMENT
Tenor is 180 days
Minimum Investment is N20m
Target annual return is Weighted Average MPR+5%
Management fee is 2% p. a
Incentive fee of 20% of incremental returns
above target rate
- Allows regular incremental investments
ADVISORY
SECURITIES TRADING
PRINCIPAL INVESTMENTS
TRUSTEES
Alternative Capital Partners Limited
The Balanced Investment Portfolio delivers optimal growth using a diversified portfolio with risk weighted
returns. This investment strategy provides investors with the opportunity to take advantage of the upside of
more volatile securities whilst preserving the integrity of the portfolio with investments in more stable asset
classes.
The aggressive portfolio seeks to
maximize returns by growing the
portfolio at an above average rate
compared to the overall market.
ACAP AGGRESSIVE INVESTMENT
PORTFOLIO
This product targets the following asset:
-
Private Equity: 40% maximum
Equities: 30% maximum
Fixed Income: 20% minimum
Money Market: 10% minimum
The investment can be used as
liquid security / collateral for borrowings.
FUND / PORTFOLIO MANAGEMENT
WEALTH MANAGEMENT
Other features are as follows:
- Tenor is 1 year
- Minimum Investment is N20m
- Target annual return is Weighted
Average MPR+6.5%
- Management fee is 2% p. a
- Incentive fee of 20% of incremental returns
above target rate
- Allows regular incremental investments
ADVISORY
SECURITIES TRADING
PRINCIPAL INVESTMENTS
TRUSTEES
Alternative Capital Partners Limited
This portfolio provides an investment strategy that emphasizes capital growth over the medium and long
term. The portfolio takes advantage of investment opportunities in alternative asset classes as well as
more volatile traditional asset classes. These assets classes provide opportunities for realising significant
upsides that exist within an emerging economy like Nigeria. The securities selection criteria is biased
towards ensuring that medium to long term value is realised for investors.
Wealth management incorporates
financial planning, investment portfolio
management and other aggregated
financial services.
PRIVATE WEALTH MANAGEMENT
Our private wealth management service is designed for high net-worth clients whose investment
needs, goals and priorities are unique and require specific attention. We take time to understand
your unique investment needs and proffer bespoke investment management solutions. We aim
to provide our private wealth management clients with outstanding long term investment
performance and access to local and international investment portfolios.
A dedicated fund manager is attached to each client and periodic one on one investment
meetings with the client is scheduled regularly.
-
Minimum Investment for opening a private wealth management account is N100m
Management fees of 2% p.a.
Incentive fee of 20% of incremental returns above target rate
Minimum tenor of 1 year
FUND / PORTFOLIO MANAGEMENT
WEALTH MANAGEMENT
ADVISORY
SECURITIES TRADING
PRINCIPAL INVESTMENTS
TRUSTEES
Alternative Capital Partners Limited
Other features for this investment are as follows: