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Yield p.a
...% (Net ...%) as at
30-Nov-2021

MoneyMarket Fund

The AXA Mansard Money Market Fund enables you save in low-risk, very liquid, short-term instruments. The underlying assets include treasury bills, fixed deposits, and commercial paper with high credit rating

The fund is managed by our team of experienced fund managers who possess the technical and market expertise required to make optimal investment decisions on behalf of the Fund.

Benefits

  • Liquidity
  • Affordability
  • Professional Management
  • Performance Monitoring
  • Accessbility

Equity
Income
Fund

Equity Income Funds are more suitable for investors who are willing to take higher risk to generate a higher long-term return. This Fund offers the potential for capital appreciation & income and is best suited to long term investors with a relatively high appetite for risk.

Benefits

  • Liquidity
  • Affordability
  • Professional Management
  • Performance Monitoring
  • Accessbility
  • Economics of Scale
Yield YTD
...% as @
30-Nov-2021

Pay bills, invest in multiple portfolios, and liquidate funds
Grow your funds with ease on the go.

Customised Portfolios

Our customised portfolio is designed to suit your unique investment horizon, risk preference, and return expectation. It is composed of different assets such as stocks, bonds, cash etc. where you receive a more tailored approach based on your unique investment constraints and objectives.

Assets typically invested in include

  • Equities Quote Equities & Unquoted Equities
  • Fixed Income and Money Market Instruments:
    Treasury Bills, Bank Deposits, Commercial Papers & Bonds (Naira, USD, Local & International issuer)
  • Real Estate: Residential & Commercial

Frequently Asked Questions

How do I open an account with AXA Mansard Investments?

  • To open an Investments account with AXA Mansard, kindly visit www.axamansard.com and click on Sign up. Fill in your information and follow the prompts. Alternatively, you can visit any of our welcome centers.

How do I make payment?

  • To make a contribution to your AXA Mansard Investments Fund, you can use any of the following channels:

     

    1. 1. Online payments via our App or Website www.axamansard.com

    2. 2. Bank Transfers

      All clients have been issued unique Rand Merchant Bank (RMB) NUBAN account numbers for each fund they are invested in with us. Your customized NUBAN account number will be available on your investment dashboard.

      For transfers done into your unique RMB NUBAN you are not required to include your name or client ID as a remark, as all transfers will be received and confirmed automatically. Please note, the NUBANs do not represent functional bank accounts and are only valid for the purpose of making transfers into the respective mutual fund investments with AXA Mansard Investments Limited.

      If you are unable to make payment into your unique NUBAN account, kindly make payment into the accounts below.
      Account Name Investment One Financial Services Ltd/AXA Mansard Money Market Fund
      FCMB 0406315103
      GTBank 0217879755
      Account Name Investment One Financial Services Ltd/AXA Mansard Equity Income Fund
      FCMB 0406315048
      GTBank 0217928196
      Please include your name and client ID as a transfer remark, so the funds may be easily tagged to your account.

    3. 3. POS at our Welcome Centers

    4. 4. USSD string *987#

How do I get my statement of account?

  • To access the statement of accounts for your AXA Mansard Investments Fund, log on to your www.axamansard.com account. You can view/download your statement by following these pages on the dashboard - Investment > Dashboard > Statement. Alternatively, you can send an email request to clientservices@axamansard.com.

How do I check my account balance?

  • To check your AXA Mansard Investments account balance, simply log on to your www.axamansard.com account. Your available balance can be seen under Portfolio on the Investments page. Alternatively, you can dial *987# and follow the prompts to retrieve your available balance.

How do I know that my transfer was successful?

  • When you make a payment/contribution to your AXA Mansard Investments Fund, there will be a confirmation email sent to your registered email address and your fund will reflect on your dashboard within 24 hours. In the event that this doesn’t happen, kindly send an email to clientservices@axamansard.com

I can’t log into my AXA Mansard Investments account; what do I do?

  • On the AXA Mansard website www.axamansard.com, click on Forgot Password and follow the prompts to reset your password.

How do I report suspected fraud activities?

What is the Money Market Fund?

  • The Money Market Fund is a secure, open ended mutual fund that invests in short term securities such as Treasury Bills, Commercial Papers and Fixed Deposits. It aims to optimize returns on free cash flow offering returns that outperform regular savings accounts.

Who can invest in the Money Market Fund?

  • The Money Market Fund is open to investments from anyone i.e. Adults, Children and Corporations.

What are the requirements to open a Money Market Fund account?

  • You will need to complete a subscription form. Our subscription form can be found on our website - www.axamansard.com. Alternatively, the form can be obtained from any of our welcome centers.


    Additional documents required include government issued proof of identification, passport photo, proof of address (utility bill) and signature.

What is the minimum initial amount I need to invest in the Money Market Fund?

  • The minimum amount required to invest in the Money Market Fund is ₦2,000.

What is the minimum subsequent amount to invest in the Money Market Fund?

  • The minimum amount required after your initial investment is ₦1,000.00.

How is the Money Market Fund different from a Mutual Fund?

  • The Money Market Fund is a type of Mutual Fund.

What are the advantages of investing in the Money Market Fund?

  • The Money Market Fund has a lot of benefits which include:


    1. 1. Safety: The Fund ensures safety of both principal and interest accrued.

    2. 2. Returns: The Fund provides attractive returns and when compared to a normal savings account, the AXA Mansard Money Market Fund offers a lot more return on your investment.

    3. 3. Liquidity: The Fund is open-ended which means that injections and withdrawal are treated on any business day.

    4. 4. Affordability: The Fund represents an investment opportunity that allows investors earn steady income without substantial initial investments.

    5. 5. Professional Management: The portfolio managers are skilled and experienced professionals and will bring this expertise to bear in the management of the Fund. .

    6. 6. Performance Monitoring: An Investment Committee will monitor the Fund’s activities and performance on a regular basis.

    7. 7. Accessibility: Easy accessibility to the Fund via the use of electronic platforms. Simply visit our online portal – www.axamansard.com; download the AXA Mansard mobile app – MyAXA; or access it via our USSD code - *987#.

When do I start earning interest on my investment?

  • You start earning interest on your fund within 24 hours of payment.

Does the Money Market Fund pay dividends?

  • The Fund Manager will pay dividends (accrued interest) and distributes this on a quarterly basis. Unit holders, upon subscription shall have the option of the accrued interest paid into their designated bank account or reinvested which means that the income will added back to the principal.

When am I able to liquidate my funds from my AXA Mansard Money Market Fund account?

  • Your funds can be liquidated at any time. We will credit your registered account number within 24 hours from when you send in the instruction (via the website, MyAXA App or *987#) and all outstanding documents are in place.

What does the AXA Mansard Money Market Fund invest in?

  • The Fund invests in money market securities which include Treasury Bills, Fixed Deposit and guaranteed Commercial Papers.

Who manages the AXA Mansard Money Market Fund?

  • The Fund is managed by skilled and experienced Portfolio Managers at AXA Mansard Investments.

Who monitors the Fund manager’s activities?

  • An Investment Committee will monitor the Fund’s activities and performance on a regular basis.

Are there any penalties for withdrawing (liquidating) from my AXA Mansard Money Market Fund account?

  • No, there are no penalties for withdrawing your funds from your account.

Is there a guaranteed return rate for the Money Market Fund?

  • There is no guaranteed return rate for the Fund. It is calculated everyday as the weighted average of the rates of the securities the Fund is invested in. These securities are very low risk and have low volatility.

How do I calculate my earnings?

  • The daily yield of the Fund is displayed on www.axamansard.com. Daily earnings are also displayed. Earnings for the day can be computed using - rate/365*principal.

How long should I stay in the Fund?

  • You can stay in the Fund for whatever length of time you desire, the interests are accrued on a daily basis.

What is the minimum withdrawal amount from the Money Market Fund?

  • There is no minimum withdrawal amount from the Fund.

What is the procedure for Corporate Organizations to invest in Money Market Fund?

  • For a corporate account, we will require passport photographs and ID cards of the signatories as well as the incorporation/registration documents, Board Resolution and Utility Bill.

What is the procedure for Foreign Investors to invest in the Money Market Fund?

  • The Fund assets are denominated in Naira, as such, capital inflows by foreign investors who subscribe to the Fund shall be converted to Naira at the exchange rate as advised by the Fund Manager’s Bankers.

What is the Equity Income Fund?

  • Equity Income Fund is an open ended mutual fund aimed at investors with high risk appetite seeking income and strong potential for capital growth through an array of stocks. It is suitable for investors who have a longer-term horizon. The equity income funds can offer high returns compared to bonds or money market funds on the long term.

Who can invest in the Equity Income Fund?

  • The Equity Income Fund is open to investments from anyone i.e. Adults, Children and Corporations.

What are the requirements to open an Equity Income Fund account?

  • You will need to complete a subscription form. Our subscription form can be found on our website - www.axamansard.com. Alternatively, the form can be obtained from any of our welcome centers.


    Additional documents required include government issued proof of identification, passport photo, proof of address (utility bill) and signature.

What is the minimum initial amount I need to invest in the Equity Income Fund?

  • The minimum amount required to invest in the Equity Income Fund is ₦10,000.

What is the minimum subsequent amount to invest in the Equity Income Fund?

  • You can invest any amount in the fund subsequently.

How is the AXA Mansard Equity Income Fund different from a Mutual Fund?

  • The Equity Income Fund is a type of Mutual Fund.

What are the advantages of investing in the Equity Income Fund?

  • The Equity Income Fund benefits include:


    1. 1. Strong Potential: For capital appreciation over the long term.

    2. 2. Professional Management: The portfolio managers are skilled and experienced professionals and will bring this expertise to bear in the management of the Fund.

    3. 3. Performance Monitoring: An Investment Committee will monitor the Fund’s activities and performance on a regular basis.

Does the AXA Mansard Equity Income Fund pay dividends?

  • Yes, the AXA Mansard Equity Income Fund pays dividend annually. We use proceeds (dividends and capital gains) realised in the Fund to pay dividends to Fund subscribers.

When do I start earning interest on my investment?

  • You start earning interest on your fund within 24 hours of payment.

When can I get my money from the Fund?

  • Your funds can be liquidated at any time. We will credit your registered account number within 2-5 working days from when you send in the instruction (via the website, MyAXA App or *987#) and all outstanding documents are in place.

What does the Fund invest in?

  • The Equity Income Fund invests largely in listed stocks and sparsely in money market securities such as Treasury Bills and Fixed Deposit.

Who manages the AXA Mansard Equity Income Fund?

  • The Fund is managed by skilled and experienced Portfolio Managers at AXA Mansard Investments.

Who monitors the Fund manager’s activities?

  • An Investment Committee will monitor the Fund’s activities and performance on a regular basis.

Are there any penalties for withdrawing from my account?

  • No, there are no penalties for withdrawing your funds from your account.

Is there a guaranteed return rate for the Equity Income Fund?

  • No, there is no guaranteed return rate. The value of the units you hold in the fund simply appreciate/depreciate depending on the performance of the securities that the Fund is invested in.

How long should I stay in the fund?

  • You can stay in the Fund for as long as you desire. You are advised to view the Equity Income Fund as a long term investment as it is very volatile but tends to outperform the money market fund in the long term.

What is the minimum withdrawal amount from the Fund?

  • There is no minimum withdrawal amount from the Fund.

What is the procedure for Corporate Organizations to invest?

  • For a corporate account, we will require passport photographs and ID cards of the signatories as well as the incorporation/registration documents, Board Resolution and Utility Bill.

What is the procedure for Foreign Investors to invest?

  • The Fund assets are denominated in Naira and, as such, capital inflows by foreign investors who subscribe to the Fund shall be converted to Naira at the exchange rate as advised by the Fund Manager’s Bankers.

What other investment options does AXA Mansard Investments offer?

  • In addition to our mutual funds, AXA Mansard Investments offers investment options in:

     

    1. 1. Treasury Bills

    2. 2. Equities

    3. 3. Real Estate

Can I Invest in other currencies like US DOllars?

  • No, the mutual funds only accept Naira. Clients may however invest directly in Eurobonds or US Treasuries if they would prefer to invest in US Dollars

Can I invest from outside Nigeria

  • Yes, in addition to the basic requirements, we require an authenticated proof of address.

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