Guaranty Trust Fund Managers: A Comprehensive Guide to Their Investment Offerings – Navigating the world of asset management can be daunting. But with industry leaders like Guaranty Trust Fund Managers, investors – both private and institutional – can find solace in curated portfolios that resonate with their financial aspirations. Let’s delve deeper into what this esteemed asset management company offers.
Who are Guaranty Trust Fund Managers?
As a premier name in asset management, Guaranty Trust Fund Managers extends its services across an array of portfolios, tailoring investment strategies to match individual goals. Their offerings cater to both private and institutional investors, making wealth management seamless and efficient.
Reaching Out:
For those interested in exploring investment opportunities with them, they’re just a call (01-4481201, 01-4481202) or email (infoteam@gtfundmanagers.com) away.
A Closer Look at Their Funds:
- Money Market Fund
- What’s It About? A low-risk, open-ended unit trust scheme that promises competitive returns. It’s diversified and anchored in top-tier money market instruments.
- Performance Metrics: Over the years, returns have been impressive, notably 6.17% in 2020 and 7.18% in 2022. As of 2023, the YTD return has soared to 10.25%.
- How to Dive In: An initial investment of N1,000 is required, with a minimum hold of 30 days. They charge a 1% management fee based on the Net Asset Value (NAV).
- Guaranteed Income Fund
- What’s It About? Tailored for those eyeing fund safety and regular income, its performance is benchmarked against the Central Bank of Nigeria’s Standing Deposit Facility rate.
- Performance Metrics: The returns have been consistent, hitting 7.25% in 2020 and 6% in 2022. The 2023 YTD return is pegged at 6.0%.
- How to Dive In: The minimum investment threshold is N50,000, with a holding period of 180 days. Management fees are set at 50% of the Excess Return above the SDF.
- Equity Income Fund
- What’s It About? For those targeting regular income and capital appreciation, this fund focuses on equities, specifically dividend champions listed on The Nigerian Stock Exchange.
- Performance Metrics: After a slump in 2020 (-8.20%), 2021 saw a robust rebound with a return of 29.64%. The 2023 YTD return has been a staggering 38.75%.
- How to Dive In: Investments start at N5,000, with a 180-day holding period. Management fees are 1.5% of NAV.
- Balanced Fund
- What’s It About? Designed to offer both long-term capital growth and regular income, it’s a harmonious blend of equities, fixed income, and money market investments.
- Performance Metrics: Returns have been promising, especially the 20.40% in 2021. The 2023 YTD return is a notable 23.90%.
- How to Dive In: The entry point is N10,000, held for a minimum of 91 days. Management fees are set at 2.0% of NAV.
- Dollar Fund
- What’s It About? This is for investors keen on Dollar-denominated Securities. It offers an entry into assets that might typically demand a larger upfront commitment.
- Performance Metrics: The returns have been steady, with 7.48% in 2021 and a 2023 YTD return of 6.38%.
- How to Dive In: Investments commence at $500, held for at least 180 days. Management fees are 1.5% of NAV.
Investor’s Corner:
Guaranty Trust Fund Managers has made investing a breeze with their user-friendly Mutual Funds Subscription Form. Simply choose your fund(s), provide the necessary details, and get started!
Privacy Matters:
It’s worth noting that Guaranty Trust Fund Managers is committed to data privacy, ensuring that all personal information is treated with the utmost confidentiality, aligning with NDPR and other related regulations.
Final Thoughts:
In the dynamic world of investments, Guaranty Trust Fund Managers stands out as a beacon for both new and seasoned investors. Their diverse fund offerings, transparent metrics, and commitment to clients make them a worthy contender for anyone looking to optimize their financial portfolio. If you’re on the hunt for robust, tailored investment opportunities, they might just be the partner you’re seeking.