Balance Growth
with stability
Grow your wealth with a fund designed to deliver long-term returns through a mix of high-quality equities and fixed income assets.
MODERATE RISK
ARM Discovery Balanced Fund
The ARM Discovery Fund is suitable for investors who want high capital growth over the long term to meet various objectives such as paying for education, buying a property, or leaving a legacy for loved ones designed to provide long-term capital growth for investors with a medium risk tolerance. It achieves this by investing in a diversified portfolio comprising equities listed on the Nigerian Stock Exchange and domestic fixed income securities.
The fund employs a top-down investment approach, selecting assets based on macroeconomic and sectoral analyses.
Key Benefits
- Balanced Growth: Combines the growth potential of equities with the stability of fixed income securities.
- Diversification: Invests across various sectors and asset classes.
- Professional Management: Managed by experienced fund managers employing a top-down investment approach.
Investment Strategy
The fund maintains a minimum equity position of 40% and a maximum of 60%, with the remainder in fixed income securities. This strategy aims to deliver competitive returns over the long term without replicating the performance of the Nigerian equity market.
KEY FACTS
- $10,000 – Min. Initial Investment (HNI/UHNI)
- $5,000 – Min. Initial Investment (Institutional)