The Zenith Funds is simply a collective investment vehicle that pools investors' money and invests in a range of shares, bond, money market and other short term instruments. The Funds are managed by professional fund managers with a vast range of expertise both locally and internationally. These Funds enable individuals and institutions to gain portfolio exposure to financial markets while minimizing transaction costs and initial investment limits.
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Investment Expertise: The Fund offers investors access to |
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professional portfolio
management services. |
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Diversification: The asset allocation strategy for each Fund ensures |
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effective risk management compared to other types of investment. |
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- Liquidity: The Zenith Funds are liquid and investors can cash in their
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investments, according to the Fund's Trust Deed. |
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The Fund offers investors an opportunity to earn higher potential |
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returns than traditional fixed deposits. |
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Economies of scale - The size of the fund ensures that transaction |
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costs are significantly reduced, thereby boosting returns. |
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Unit holders are not subject to withholding and/or capital gains tax in |
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cases of divestment. |
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Unit holdings can be used as collateral for obtaining credit. |
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| The Family of Funds
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| The Zenith family of Funds comprises the Zenith Equity, Zenith Income and Zenith Ethical Fund. |
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Fund |
Investors' Profile |
Asset Classes |
Asset Allocation |
Risk Level |
Equity Fund |
- - High risk appetite
- - Seeks Aggressive growth
- - Seeks diversification
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Government Securities, Corporate bonds, Commercial bills and listed shares |
Equities: 80%
Fixed Income: 20% |
Medium |
Income Fund
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- Risk averse
- - Seeks an average return in secure investment
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Government Securities, Corporate bonds, Commercial bills and |
Fixed Income: 80%
Equities: 20% |
Low |
Ethical Fund |
- - High risk appetite
- - Seeks Aggressive growth
- - Seeks diversification
- - Social responsibility constraints
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Listed Shares |
Selected Equities: 100% |
High |
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| Subscribing to the Fund |
| You can subscribe to the Zenith Funds through any of the following: |
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Online Payment |
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Direct Debit |
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Internet Banking (For Zenith Bank customers only) |
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| Other Products and Services |
| Zenith Capital also offers a wide range of other products and services that can assist individuals and institutions in achieving their investment goals, which include: |
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Investment & Portfolio Management Services
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Our asset management team provides customized portfolio management services to individuals and institutions that favor holistic professional portfolio management to basic securities trading services. |
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Education & Retirement Planning |
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We are well skilled in helping clients plan for major life events such as higher education, retirement and other purposes requiring large cash outlays. Our portfolio managers utilize a rigorous approach to assess clients' financial position, risk tolerance and spending needs. These inputs are used to create a detailed plan for helping clients navigate these major life events.
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| Contact Us: |
For further information regarding any of our products, our customer service representatives are available from 8am to 6pm Monday to Friday on the following:
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Customer Service |
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+234-1-2784219 |
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Operations |
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+234-1-2784126 |
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Research |
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+234-1-2781244 |
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| E-Mail: |
For more enquires kindly visit our website on www.zenith-funds.com or send an e-mail to info@zenith-funds.com.
We will make every effort to answer all inquiries in a timely manner. |
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