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Equity Income Fund: Fact Sheet

This fund offers the potential for capital appreciation & dividends and is best suited to long-term investors with a relatively high appetite for risk assets.

Investor Profile
The Fund is aimed at investors with high risk appetite seeking income and strong potential for capital growth through an array of stocks. It is also targeted at investors who wish to reduce concentration risk and benefit from diversification and professional management.

Benefits of the fund:

  1. Liquidity Investors will be able to purchase and sell the Units in the Fund throughout its existence.

  2. AffordabilityThe Fund represents an investment opportunity that allows investors earn steady income without substantial initial investments.

  3. Professional ManagementThe portfolio managers are skilled and experienced professionals and will bring this expertise to bear in the management of the Fund.

  4. Performance MonitoringAn Investment Committee will monitor the Fund’s activities and performance on a regular basis.

  5. AccessibilityEasy accessibility to the fund via the use of electronic platforms and debit cards. Transactions in the fund can be conducted via physical and electronic channels.

  6. Economies of ScaleThe Fund Manager aims to use the advantage of the fund size and the platform of the Fund Sponsor to reduce transaction costs and consequently enhance portfolio returns.

60-95%

Listed Equities

5-40%

Other Money Market Instruments

0-5%

Cash

370 Million

Fund Size


AXA Mansard Investments Limited (AXA MIL) is duly registered by the Securities and Exchange Commission of Nigeria as Fund/Portfolio Managers. AXA MIL is a wholly owned subsidiary of AXA Mansard Insurance Plc. a member of the AXA Group - the worldwide leader in insurance and asset management with assets under management of 157,000 employees Euros 1.4 trillion serving 103 million clients in 59 countries. A.M. Best rating for AXA Mansard is BB+

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