Mutual fund Investments

Through the creation of our 2 mutual funds, the details of which can be found below, FCP Elite Capital Invest (Bond Fund) and FCP Elite Capital Record (monetary Fund), we offer investors a range of investment opportunities in diversified portfolios with increasing returns. Investors are full owners of the funds thus created and have the option of integrating or redeeming their shares (acquired right to the fund) at their convenience.

Name of the UCITS Elite Capital Record
Type of UCITS Mutual Fund (MF)
Nature of MF Monetary
COSUMAF Approval Nature COSUMAF-FCP-03/2022
Custodian Afriland First Bank
Net Asset Value (NAV) Calculation Method Weekly
Recommended minimum investment period 1 year, renewable
Minimum yield 5% net per year

 

Name of the UCITS Elite Capital Invest
Type of UCITS Mutual Fund (MF)
Nature of MF Bond
COSUMAF Approval Nature COSUMAF-FCP-02/2022
Custodian Afriland First Bank
Net Asset Value (NAV) Calculation Method Weekly
Recommended minimum investment period 2 to 4 years, renewable
Minimum yield 6% net per year

* The costs of underwriting and management are negotiable

Advantages of Mutual Funds

In general, MFs have the following advantages:

  • They make it easier to access financial markets ;
  • They are instruments of diversification of the assets invested ;
  • They are used to adapt the investment according to the risk profile chosen ;
  • They have a good securities liquidity ratio;
  • They connect investors with qualified managers ;
  • They allow you to get some tax benefits.
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