Afrinvest Limited
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Afrinvest Equity Fund

Invests in shares of companies listed on the Nigerian Stock Exchange
Date
26-JAN-26
Bid(₦)
661.09
Offer(₦)
661.09
YTD
6.81%
ASI YTD
6.36%
RISK LEVEL
High
About this fund
The AEF is a mutual fund which invests in shares of companies listed on the Nigerian Stock Exchange with sound fundamentals and strong track record of above average financial performance in addition to a high level of trading liquidity and potential for capital appreciation in the short to medium term. The Fund is approved by the Securities & Exchange Commission, and your funds are safeguarded by a Custodian Bank.
Key information
Min. Investment
₦50,000
Lock-in period
91 Days
Category of fund
Equity Fund
Inception date
2008
Net Asset Value
₦4.5bn
Asset Allocation
Equities (70-90%), Money Market Instrument (0.5-30%), Cash (0-5%)
Fund Manager
Afrinvest Asset Management Limited
Custodian
UBA Global Investors
trustee
United Capital Trustees
registrar
Meristem Registrar
Fund Return
Year
Performance
Benchmark
2020
32.2%
50.0%
2021
2.5%
6.1%
2022
13.1%
20.0%
2023
64.4%
45.9%
2024
31.5%
37.5%
2025
56.0%
51.2%
Expense information
Year
NAV
total Expenses
Expense Ratio
2020
358,421,000.00
6,601,000.00
1.84%
2021
354,662,000.00
8,029,000.00
2.26%
2022
415,054,000.00
10,374,000.00
2.50%
2023
827,405,000.00
13,615,000.00
1.65%
2024
1,322,580,000.00
25,864,000.00
1.96%
Fund objective
The fund focuses on companies with strong fundamentals and a proven record of above-average financial performance. It also considers companies that demonstrate high trading liquidity and potential for capital appreciation in the short to medium term.However, it's important to note that past performance is not a guarantee of future results, as the fund's performance is closely linked to the overall performance of the Nigerian Stock Market.
Download Fund Fact sheet
Download AEF Prospectus
Download Trust Deed

Everything you
need to know

The Afrinvest Equity Fund (AEF) is a mutual fund that focuses on investing in shares of companies listed on the Nigerian Stock Exchange. It targets companies with strong fundamentals, a proven track record of above-average financial performance, high liquidity, and significant potential for capital appreciation in the short to medium term.

The Afrinvest Equity Fund is designed for both individual and institutional investors looking to diversify their portfolios and participate in the growth of the Nigerian equity market. Whether you're a seasoned investor or new to the market, AEF offers a structured and professionally managed investment opportunity.

Investing in the Afrinvest Equity Fund offers several benefits, including access to a diversified portfolio of high-quality equities, professional management by experienced fund managers, and the potential for capital appreciation. Additionally, the fund provides a way to invest in the Nigerian stock market without the need for individual stock selection and management.

The Afrinvest Equity Fund employs a rigorous investment process, focusing on companies with sound fundamentals and strong financial performance. The fund managers conduct thorough research and analysis to identify stocks with high liquidity and growth potential, ensuring that the portfolio is positioned for capital appreciation.

The Afrinvest Equity Fund is suitable for investors with a short to medium-term investment horizon. The fund aims to provide capital appreciation over this period, making it an attractive option for those looking to grow their wealth through exposure to the Nigerian equity market.

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Lagos
27 Gerrad Road,
Ikoyi, Lagos State
Tel: +234 201 631 2940
Abuja
Oakland Centre
No 48, Aguiyi Ironsi Street
Maitama, Abuja FCT
Tel: +234 201 631 2954
Kano
No 7 Bompai Road,
Nasarawa, Kano.
Tel: +234 201 631 2947
Onitsha
109 Upper New Market Road,
Trinity Plaza DMGS
Roundabout, Onitsha,
Anambra State
+234 201 631 2969
Port harcourt
Plot F/4A Sani Abacha Road,
Opposite Bougainvillea Hotel,
GRA Phase 3, Port Harcourt,
Rivers state
Tel: +234 201 631 2952
Enugu
11 Club Road, GRA, (by Coal City Garden Estate Gate), Enugu
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Afrinvest Asset Management Limited is registered and regulated by the Securities and Exchange Commission, Nigeria as a Fund/Portfolio Manager.