INVESTMENT PORTFOLIO MANAGEMENT

INVESTMENT STATEGY AND PROCESS

The investment philosophy and processes sets out the policies and procedures pertinent to the investment management function of the First Guarantee Pension Limited as guided by the Pension Reform Act 2004 and is designed to enhance the quality and professionalism of the day-to-day activities performed by the investment department with strict adherence to prudence.

INVESTMENT PHILOSOPHY
At First Guarantee Pension Limited, we believe that fundamental research and a strong emphasis on risk management is crucial for a successful investment philosophy.

OBJECTIVES:
  • To protect capital
  • To grow assets at a rate that will exceed inflation over the long-term
We strive to create a well diversified, actively managed portfolio that will provide capital growth over the long term while focusing on short-term capital preservation and income. Our decisions are based on fundamental research. We invest in quality securities, trading at attractive valuations with an important focus on risk management.

PROCESS
The asset classes that are covered in First Guarantee Pension Limited’s investment philosophy and processes and that we can invest in are:

  • Bonds
  • Money market and
  • Real estate investments
  • Equities
RESEARCH
First Guarantee Pension Limited makes use of research from the following institutions and providers, but are not limited to, in its investment decision making process:

  • In-house
  • Nigerian Brokers
  • Rating Agencies
  • Global Brokers
      • JP Morgan
      • Merrill Lynch
      • HSBC
      • Goldman Sachs
  • Global Research Houses
      • BCA
      • Lombard
  • Newspapers, magazines and other specialist publications
  • Government
      • Central Bank of Nigeria
      • Debt Management Office
      • Federal Office of Statistics
  • Data Providers
      • I-Net Bridge
      • Broadstreet Lagos
Our Unit Prices as at Sep 17, 2017

RSA Price: 2.9787
Retiree Price: 2.6105
View Price History
View Investment Portfolio
Our Contact Address
Head Office:
65 Kudirat Abiola Way,
Oregun Ikeja
Lagos, Nigeria.
Our Branches Nationwide
 
First Guarantee Account Details

SORT CODE 011154686
A/C Number 2007030987
Bank First Bank Nig PLC
CUSTODIAN First Pension Custodian
ACCOUNT NAME FPCNL RE FGPL CONTRIBUTION
Branch Phone Number
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