Lead Asset Management Limited
We provides personalized investment products and manages mutual funds to achieve capital growth for investors through diversified portfolios, aiming to minimize fluctuations in earnings.
Lead Asset Management Limited (LAM) is a subsidiary of LeadCapital Plc and is registered with the Securities & Exchange Commission to undertake the business of fund/portfolio management and investment advisory services. LAM was unbundled out of LeadCapital in mid-2008 as a standalone entity to focus on providing retail, High Net worth Individuals and Institutional Investors to a range of multi asset/muti currency investment outlets.
Lead Fixed Income Fund
This Fund is well-suited for investors across various classes who are seeking capital preservation, a consistent income stream, and easy liquidity. With a minimum investment requirement of N50,000 and subsequent increments of N100,000 investors can actively participate in the Fund.
HIGHLIGHTS
- Lead Fixed Income Fund (LFIF) was launched in October 2016
- The Risk profile is Low, having its main objective in Capital preservation and Growth.
- Competitive returns as 75% of the profits for each year will be reinvested, while 25% will be distributed to unit holders.
- Dividends are paid Bi-annually and can be re-invested or collected.
- The minimum holding period is 90days, with easy Entry and Exit.
- From Inception to date, unit holder’s investment has grown by over 100%.
Lead Balanced Fund (LBF)
The Lead Balanced Fund is an open-ended fund registered in Nigeria as a Unit Trust Scheme under section 160 of the investment and Securities Act 2007. The fund suitable for investors desirous of high capital growth over the long term. The funds invest a minimum of 40% and maximum of 60% in equities and a maximum of 60% in money market instruments and a minimum of 20% in Fixed Income Instruments.
HIGHLIGHTS
- Lead balanced Fund was launched in April 2019
- The Risk profile is Medium, having its main objective in Capital preservation whilst taking advantage of aggressive growth in equities.
- Dividends are paid annually and can be re-invested or collected.
- Competitive returns as 75% of the profits for each year will be reinvested, while 25% will be distributed to unit holders.
- Minimum Investment is N50,000 (Fifty Thousand Naira) and 90 days minimum holding period with easy entry and exit
Lead Dollar Fund
The Lead Dollar Fixed Income Fund, a registered open-ended fund in Nigeria, aims for competitive returns and currency devaluation protection. It invests at least 70% in Eurobonds (FGN or Corporate) and up to 30% in short-term USD money market instruments. Unitholders benefit from competitive returns on dollar investments, making it suitable for medium to long-term capital growth seekers.
HIGHLIGHTS
- Lead Dollar Fixed Income Fund was launched in October 2023 and is designed to deliver significantly higher returns than what is obtainable from the average domiciliary account in the local banks.
- The Fund also affords its subscribers the opportunity to access the Eurobonds market which they would ordinarily not be able to, due to the minimum investment threshold of $200,000 per deal.
- Protect your money from eroding effects of inflation and devaluation.
- The Fund is set up to achieve capital appreciation in the medium to long term for Investors who are desirous in investing in US Dollars.
- The Fund invests in sovereign and corporate Eurobonds. It minimum holding period is 180days
- The fund's capital appreciation influences its unit price, and a minimum of 25% of the accrued income is distributed as dividends to unit holders at the Financial Year End, contingent on SEC approval post-audit.
- Dividends are to be paid Bi-annually in US Dollar, and can be re-invested or collected.
Lead Gazelle Portfolio
Lead Gazelle Portfolio are short to long term investments offered at various tenors to high net-worth individuals and institutional clients who do not desire collective investment schemes. The funds are majorly in bank placements, Treasury Bills and Commercial papers.
This Fund is well-suited for investors across various classes who are seeking capital preservation, a consistent income stream.
HIGHLIGHTS
- LAM placements are fixed term investments
- Usually, Short term maturities ranging from 90days to 365days with an option to roll-over both principal and interest.
- Placements usually have higher interest rates compared to Bank Savings.
