Frequently asked questions
Anchoria Asset Management (AAM) provides individuals and institutions an opportunity to make extra income by tailoring active products that focus on capital preservation while providing income and asset class diversification.
To open an account, click here to complete the form and one of our representatives will contact you immediately. Alternatively, you can download SEEDs by Anchoria here {Insert download link} and follow the prompt.
The minimum investment value differs for each investment. For each product you are interested in, you will be told the minimum investment amount for that product.
Yes. Most client portfolios are a product of our very personal, financial planning process. We create a mix of various asset class instruments for your portfolio, and we rebalance your portfolio to make sure the allocations stay in balance with your financial plan. As your life situation changes, we revise your financial plan and may recommend adjustments to your portfolio so that your investments are appropriately allocated.
We believe all our clients can benefit from low-cost and high yielding investments which is why we diversify investments in high yielding investment vehicles like treasury bills, commercial papers, stocks, fixed income etc
If you need stable monthly income, we can set up periodic distributions into your registered account, or funds will be sent as the needs arise.
We are open 8 a.m. to 5.00pm from Monday to Friday
Anchoria Equity Fund
]The Anchoria Equity Fund invests a minimum of 70% of its assets in quoted equities of companies that are traded on the floor of the Nigerian Stock Exchange (NSE), while retaining a maximum of 30% of its total assets in Fixed Income Securities (i.e. money market securities and bonds). Equity funds are fit for investors with an interest for long term investment, which seeks appreciation over a period of time, but could be affected by fluctuations of stock prices. The Fund aims to outperform the NSE 30 index through careful selection of stocks listed on the Nigerian Stock Exchange.
The fund will give investors access to liquidity, diversification, regular income, and professional portfolio management.
The minimum initial investment for the offer is N5,000 (50 units) while additional investments shall be N1,000 (10 units) thereafter.
The minimum holding period is 90 days (3 month).
Interested investors should carefully read the product paper. Interested investors will be required to complete the subscription form specifying the number of units being applied for.
Anyone can invest in the fund. The fund would be attractive to all investors who desire a long-term capital appreciation and have a high-risk appetite.
The trustee of the fund is United Capital Trustees. The trustees have a legal duty to protect the interest of the unitholders. Their activities would include ongoing supervision of compliance with the investment policies of the fund.
Yes, periodic contributions can be made. The Fund is open-ended and there is no minimum period of participation or closing date.
Every Unit-Holder is entitled to a Statement of Unit Holding in respect to the number of units held by him/her in the Fund.
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Money Market Fund
What is the Anchoria Money Market Fund?
The Anchoria Money Market Fund is an open-ended, low risk investment vehicle that allows you invest in high quality money market instruments like Treasury Bills, Certificates of deposits, Commercial Papers and Banker’s Acceptance. The primary objective of the fund is to provides high liquidity, preservation of capital and moderate-income generation. The Fund is appropriate for corporate and individual investors to enjoy good returns on their idle funds
The fund will give investors access to liquidity, diversification, regular income, and professional portfolio management.
The minimum initial investment for the offer is N5,000 (50 units) while additional investments shall be N1,000 (10 units) thereafter.
The minimum holding period is 90 days (3 month).
Interested investors should carefully read the product paper. Interested investors will be required to complete the subscription form specifying the number of units being applied for.
Anyone can invest in the fund. The fund would be attractive to all investors who desire a steady stream of income and have a low-risk appetite.
The trustee of the fund is FBN Quest Trustees. The trustees have a legal duty to protect the interest of the unitholders. Their activities would include ongoing supervision of compliance with the investment policies of the fund.
Can additional subscription be made into the Fund?
Yes, periodic contributions can be made. The Fund is open-ended and there is no minimum period of participation or closing date.
What will I receive as evidence of my investment in the Fund?
Every Unitholder is entitled to a Statement of Unit Holding in respect to the number of units held by him/her in the Fund.
How do I subscribe to the Fund?
You would need to complete a subscription form and make payment into the account details below. Completed subscription forms, KYC documentation (means of identification, utility bills, and a passport photograph), and evidence of payment should to sent via email to @[email protected].
Fund Account Name: UBA Nom - FBN Quest Trustees/Anchoria Money Market Fund
Fund Account Number: 1022033131
Bank: UBA
Yes, periodic contributions can be made. The Fund is open-ended and there is no minimum period of participation or closing date.
Every Unitholder is entitled to a Statement of Unit Holding in respect to the number of units held by him/her in the Fund.
How do I subscribe to the Fund?
You would need to complete a subscription form and make payment into the account details below. Completed subscription forms, KYC documentation (means of identification, utility bills, and a passport photograph), and evidence of payment should to sent via email to @[email protected].
Fund Account Name: UBA Nom - FBN Quest Trustees/Anchoria Money Market Fund
Fund Account Number: 1022033131
Bank: UBA
Click here to subscribe
Anchoria Fixed Income
The Fund seeks to preserve capital and achieve stable income generation by investing in medium to long term instruments such as FGN Bonds, State and Corporate Bonds, Supranational Bonds as well as short-term high quality money market instruments such as Treasury Bills, Commercial Papers, Bankers Acceptances, and Fixed Deposits. The focus of the Fixed Income fund is, therefore, to invest in a low-risk, wide range of short-term to long-term securities for maximized competitive returns and capital preservation.
The investment objective of the Fund is income generation and competitive investment return with moderate risk.
The minimum initial investment for the offer is N5,000 (50 units) while additional investments shall be N1,000 (10 units) thereafter.
The minimum holding period is 90 days (3 month).
The fund would invest its total assets in Sovereign Bonds, Subnational Bonds, Corporate Bonds, Money Market and Cash.
Interested investors should carefully read the product paper. Interested investors will be required to complete the subscription form specifying the number of units being applied for.
Anyone can invest in the fund. The fund would be attractive to all investors who desire a steady stream of income and have a moderate-risk appetite.
The trustee of the fund is United Capital Trustees. The trustees have a legal duty to protect the interest of the unitholders. Their activities would include ongoing supervision of compliance with the investment policies of the fund.
Yes, periodic contributions can be made. The Fund is open-ended and there is no minimum period of participation or closing date.
Every Unit-Holder is entitled to a Statement of Unit Holding in respect to the number of units held by him/her in the Fund.
Click here to subscribe
| Fund Manager | Anchoria Asset Management |
| Fund Type | Open Ended |
| Minimum Investment Amount | $5,000 |
| Investment Instruments | FGN Eurobond, Corporate Eurobond and privately issued dollar denominated note |
| Investment Type | Open Investment |
| Investment Horizon | 3-5 years |
| Base Currency | US Dollar |
| Indicative Yield | 7% – 8% (p.a.) |
| Holding Period | 3 (Three months) |
| Early /Premature Liquidation | The following are conditions for honoring early liquidation: a) Notice period is within a week b) 50% of the accrued interest amount will be deducted. |
The product will be invested in different sovereign and corporate Eurobond as well as dollar denominated Fixed deposits.
The tenor varies based on your investment horizon although it is typical for such investments to exceed 1 year. However, to aid liquidation, the minimum holding period is 1year.
We can facilitate the exchange from local currency to dollar using the prevailing exchange rate for that day.
The product is secured by the issuers of the Eurobond which is either the Federal Government or Corporate.
The rate of return varies with the tenor of the investment and date of entrance.
- FX Hedge
- Risk Diversification: The fund mitigates investment risk by allocating capital across a diverse range of foreign currency assets thus avoiding concentration risk.
- Capital appreciation with competitive returns
- Consistent cash flow
The coupon will be paid twice in a year. Client will be advised on the timing of the payment of coupon at the point of investment.
Complete the form here {insert link to apply now button}
SEEDs is Anchoria’s user-friendly mobile application for investing. It is built to deliver seamless digital investment experience with a bouquet of functionalities for all users. You can open investments, manage portfolios, fund your wallet and do so much more on the app.
- Real time access to your accounts
- Instant funds transfer and investment purchase
- 24/7 customer service
- Privacy for all transactions
- Secure means of transacting
- Seamless user experience.
- Insight on Investment Opportunities
- Provides dummy portfolios that mirrors the market for new and experienced investors.
- Apple Store {Hyperlink URL to download}
- Google Playstore {Hyperlink URL to download}
- Download the App (add link to download the App)
- Select sign up
- Fill in your details and follow the prompt.
- Log onto the App
- Click the fund button and follow the prompt.
- Log onto your mobile app
- Fund your wallet if you do not already have funds in your account.
- Click on your preferred investment option and follow the prompt
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