Africa Trust Capital’s Private Wealth Management service is designed to offer a full range of discretionary and non-discretionary investment management services to high net-worth clients who wish to maximize their access to a Wealth Manager offering flexible, personalized service. ATC’s Private Wealth Management service gives clients access to proprietary research, regular and detailed updates on investment markets and a dedicated investment advisor. Our service enables clients to create, customize, and implement a long-term asset allocation strategy within the context of a particular risk tolerance, providing clients with access to innovative investment ideas and opportunities. Our private wealth accounts comes with premium features including succession planning and retirement planning. We have generated consistent returns in excess of 32% per annum historically for our private wealth clients.
This product is tailor-made for those who prefer to put their investment portfolios on autopilot. These funds automatically adjust their asset mixes to become more conservative as investors approach target goal which can be purchase of a home, school fees, starting a business etc. Our target-goal funds have an asset allocation mix that typically provides exposure to return-seeking assets. These assets are equities and attractive money market instruments which have a higher risk capacity in early years and become increasingly risk conservative as time progresses with exposure switched progressively towards capital-preservation assets such as government and high quality money market instruments. Our historical returns on personal investment accounts have been in excess of 30% per annum*, which is more than any savings account or a fixed term deposit with a traditional bank.
The Total Return Fund (“the Fund”) is an open ended mutual fund managed by Africa Trust Capital which invests in a diversified portfolio of fixed income securities as well as other money market instruments. The Fund is tailored to investors seeking to maximize total returns and who seek long term sustainable income and capital appreciation. It is directed at investors seeking to build up a diversified investment portfolio with minimum capital under the professional management of qualified investment advisors.
*Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.
Contact us for more informationContact