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Bull Account
We are a leading financial services institution with expertise in financial advisory and corporate finance.
 
 

The bull account is a dynamic portfolio that invests in a range of asset classes which include equities, fixed income and alternative investment but focuses on equities.

The bull account performance is benchmarked against the NSE All Share Index and over the years, the bull account has always outperformed the NSE index.

The bull account is a perfect investment option for clients who want to understand the dynamics of the stock market but do not have the time to monitor and analyse the market

Fund Objectives
  • To provide investment growth over medium to long-term
  • To simplify the complex administration normally associated with managing individual portfolio
  • To increase the investor's chances of maximizing returns on equity investment in the NSE

Features
The fund invests only in secured fixed income assets

Minimum Investment N1,000,000.00
Minimum Additional Investment N500,000.00
Fund Type Equity
Lock-in period 6 Months from the day of sign-up
Benchmark The bull account is benchmarked against the NSE index and it is expected to outperform the NSE index positively at all times.
Report The investor shall receive monthly performance reports on the portfolio
Accounting Year The fund shall have a 12 months accounting year of January to December
Redemption
  • Full or Partial redemption shall be allowed upon the expiration of the lock-in period with the investor giving 1 week notice of his/her intention to so redeem
  • Redemption during the lock-in period will attract a fee of 2% plus any additional costs that may be incurred as a result of the redemption
  • Switching from Bull to other funds managed by LeadCapital attracts no transaction or redemption charges

Benefits

Professional Portfolio Management.

  • At LeadCapital, our asset management team is well experienced in portfolio management both in the up and down times, with over 50years combined experience in equity investment.
  • LeadCapital will employ this skills to ensure that your portfolio investment objectives are met.
  • A professionally managed portfolio takes away the stress associated with daily monitoring of an investment
  • Through active portfolio management we ensure that the fund benefit when the market is positive and minimize losses when the market is down

Economies of Scale
Investing in the bull fund gives the investor the advantage accruable to large funds in terms of savings on costs of transactions

Diversification
Though there are risk involved in equity investment, the risk can be mitigated through a well diversified portfolio. The bull account is well diversified to ensure that the account is not materially affected by any one stock or industry.

Liquidity
Liquidity is very important to any investment. The bull fund allows the investor to move in and out of the fund at the expiration of the initial lock-in period of six months.

 

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