AXA Mansard Investments Limited is a multi-expert asset management company within the AXA Mansard Group, a leader in financial protection and wealth management. We are duly registered by the Securities and Exchange Commission of Nigeria (SEC) as Fund/Portfolio Managers. We provide both local and global investment solutions for a wide variety of clients, leveraging the talent of our Fund Managers as well as our ability to access a comprehensive range of opportunities spanning all asset classes.
In an increasingly volatile environment, we continue to build on our experience of working within the AXA Group to provide institutional and private clients with cutting edge solutions. Our teams of experts are focused on specific asset classes where we believe we can add real value for our clients. They design and execute tailor-made strategies grounded on an objective and independent assessment of our market opportunities and clients' constraints, with a focus on performance, liquidity and capital preservation.
We also believe that Responsible Investing can help deliver superior risk-adjusted returns for our clients over the long term. We incorporate environmental, social and governance (ESG) issues in our fundamental research and consider them carefully in taking investment decisions. This is part of how we redefine investment solutions.
The AXA Mansard Money Market Fund is designed for investors with a low-risk appetite looking to maximize interest income in short-tenured securities. It provides competitive returns for investors whilst preserving capital by investing in a diversified portfolio of money market securities
The AXA Mansard Equity Income Fund is designed to maximize long-term income and capital appreciation by investing significantly in listed stocks. The Fund is aimed at investors with high-risk appetite seeking income and strong potential for capital growth.
The Fund Manager shall seek to attain this objective within the acceptable level of investment risk. The unit holders’ approval would be required if any material change to the investment objective arises.
We know you want the best for your children. Our Education Trust will help ensure they have the access to the best education.
Our Education Trust incorporates your targeted school fees, projected returns, inflation, and number of years for savings, etc. to arrive at the required investment outlay for the child’s education. As a parent, you may decide to contribute a lump sum amount, in installments (monthly, quarterly, half yearly or yearly) or a combination of both. If started early enough, contributions can be moderate, with significant impact in the years when required.
Where a trust structure is adopted, funds will be disbursed directly to the designated school (s) towards the beneficiary’s education according to the terms of the Trust.
Benefits of the funds include:
- Superior returns on investment
- Enables parents achieve quality education for their children through disciplined savings and investment plans
- Positions the portfolio to benefit significantly from compelling long-term growth themes
We know you want the best for your employees. Our Investment Scheme will help ensure they are able to meet their short and long term financial goals.
The employee makes a monthly contribution which is deducted at source from the employee's monthly salary by the company's HR. The scheme enables employees enjoy access to a portfolio of diversified instruments such as government bonds, corporate bonds, deposits and Treasury bills.
Looking for the right balance between return and risk in your portfolio? Our Customized Portfolio is specifically designed to reflect your risk tolerance towards meeting your financial goals.
For our Customized Portfolio scheme, the minimum start up is N1million and can be either discretionary or non-discretionary.
Assets typically invested in include:
- Equities - Quoted Equities & Unquoted Equities
- Fixed Income & Money Market Instruments - Treasury Bills, Bank Deposits, Commercial Papers & Bonds (Naira, USD, Local & international issuer)
- Real Estate - Residential & Commercial