This option offers a target return that is also determined by a 13% per annum mark-up of MPR. However, margin made over and above the target return is shared between the investor and Hazonwao in ratio 70:30 respectively.

Target return portfolio management is designed for investors that are risk tolerant.


For more information about our products and services, or to locate a Sales Team member for a specific product or region, please contact us at
+234 764 4189
+234 808 579 8000
+234 808 579 9999
info@hazonwao.com

 

• Account opening: Minimum of N1,000,000.00
• Minimum Tenor: 12 months.
• Investment Mode: Discretionary.
• Fees payable: Statutory Stock Exchange transaction charges
• Management Fee: 2% on Net Asset Valuation (NAV). Payable quarterly.

• Target return: MPR+13% ie (22.5%) per annum
• Quarterly portfolio performance report, or on demand.

In order to ensure the preservation of our client's funds, our team of professionals ensures the creation of high quality assets to match the liabilities generated by the Fund. Our portfolio is adequately diversified to mitigate the risk of overexposure to a single asset class.                                                                                                                          
Our investments are distributed amongst equities quoted on the Nigerian Stock Exchange, selected based on qualitative and quantitative research; as well as in discountable instruments of reputable financial institutions in Nigeria, Real Estate and other financial Instruments.