Our range of mutual funds cater to different needs and the funds have different levels of risk exposure. Compare them below:
AGF
ARM Aggressive Growth Fund
DF
ARM Discovery Fund
MMF
ARM Money Market Fund
EF
ARM Ethical Fund
Investment Strategy The Fund invests primarily in equities and as such seeks to provide superior long-term protection against inflation. The high risk of equities is lowered by also investing in fixed income securities, which provide a fairly predictable income stream and easy access to your money. Equity and real estate provide superior long-term protection against inflation. The high risk of equities and real estate is lowered by also investing in fixed income securities and cash, which provide a fairly predictable income stream and easy access to your money. The Fund invests mainly in money market instruments, such as government treasury bills, commercial papers and bankers acceptances. The Fund is managed to preserve capital and to generate a steady income. The fund only invests in investments screened by a Shari’ah Advisory Board. The fund will not invest in any company that involves interest-bearing transactions, gambling, alcohol and tobacco, arms and ammunition or adult entertainment.
Minimum investment Minimum initial investment:N50,000

Minimum additional investment:N10,000

Minimum initial investment:N10,000

Minimum additional investment: N5,000

Minimum initial investment: N5,000

Minimum additional investment: N1,000

Minimum initial investment:N10,000

Minimum additional investment: N5,000

What the Fund invests in Equities: 75% – 100%
Fixed income securities: 0% – 25%
Equities: 40 – 75%
Fixed income securities:
25% – 60%
Real estate: 0% – 30%
Cash: 0% – 5%
Short-term government securities: 25% – 95%
Other money market instruments: 5% – 75%
Equities: 30% – 60%
Real estate: 10% – 60%
Other investments: 10% – 50%
Risk level High Moderate Low High
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