Afrinvest Limited
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Afrinvest Plutus Fund

Invests in shares of companies listed on the Nigerian Stock Exchange
Date
29-JULY-25
Bid(₦)
100
Offer(₦)
100
YTD
17.70%
ASI YTD
15.00%
RISK LEVEL
LOW
About this fund
The Afrinvest Plutus Fund is a money market fund that allows you to invest in low-risk securities with as low as ₦5,000. With this sum, you too can gain access to a diversified portfolio of short-term, highly liquid investment instruments like Treasury Bills, Commercial Papers, Bankers’ Acceptance, among others. The Fund is approved by the Securities & Exchange Commission, and your funds are safeguarded by a Custodian Bank.
Key information
Min. Investment
N50,000
Lock-in period
Min. of 91 days
Category of fund
Equity Fund
Listing
Nigeria Exchange Group
Inception date
2008
Net Asset Value
N316M
Asset Allocation
Tactical
Fund Manager
Afrinvest Asset Management
Custodian
UBA Global Investors
trustee
Meristem Trustees
registrar
First Registrars
Fund Return
Year
Performance
Benchmark
2020
32.2%
50.0%
2021
2.1%
6.5%
2022
13.1%
20.0%
2023
64.4%
45.9%
2024
31.5%
37.5%
Expense information
Year
NAV
total Expenses
Expense Ratio
2020
342,436,000.00
6,601,000.00
1.93%
2021
339,064,000.00
8,029,000.00
2.37%
2022
396,854,000.00
10,373,000.00
2.61%
2023
811,733,000.00
13,615,000.00
1.68%
2024
1,302,170,000.00
25,864,000.00
1.99%
Fund objective
The Fund seeks to achieve competitive returns for all classes of investors who typically value liquidity and security of their financial assets. This objective would be achieved by utilizing the bargaining power obtained from pooling of funds to invest in a diversified portfolio of money market securities.
Download Fund Fact sheet
Download APF Prospectus
Download Trust Deed
Investing in startup is risky. Capital at risk. We are ‘testing the waters’ to gauge investor interest. No money or other consideration is being solicited. If sent, it will not be accepted. No offer to buy securities will be accepted. Any indication of interest involves no obligation or commitment of any kind. Expressing interest does not guarantee you will be given a spot. All applicable laws and regulations will be followed.

Everything you
need to know

The Afrinvest Plutus Fund is a low-risk investment fund focused on stable income generation and capital preservation. It achieves this by investing 100% of its assets in high-quality, short-term securities such as Treasury Bills, Commercial Papers, and Fixed Deposits.

The Plutus Fund prioritizes capital preservation by investing in highly rated, low-risk short-term securities. These investments include Treasury Bills, Commercial Papers, and Fixed Deposits rated "BBB" and above, ensuring a high level of security and minimizing risk to your principal investment.

The minimum holding period for the Afrinvest Plutus Fund is 91 days. This means that you will need to keep your investment in the fund for at least 91 days before you can make a withdrawal. However, you can add to your investment at any time, as the fund allows flexibility in adding funds.

Yes, you can withdraw your funds from the Afrinvest Plutus Fund at any time after the minimum holding period of 91 days. The fund provides easy access to your investment, making it flexible for your financial needs.

The Afrinvest Plutus Fund is suitable for a wide range of investors, particularly those with a low-risk appetite looking for stable income and capital preservation. It's ideal for both individual investors and institutional investors who seek to preserve their capital while enjoying steady returns.

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27 Gerrad Road,
Ikoyi, Lagos State
Tel: +234 201 631 2940
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Tel: +234 201 631 2954
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GRA Phase 3, Port Harcourt,
Rivers state
Tel: +234 201 631 2952
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