Deepening Mutual Fund Investment Participation

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Improving and enhancing access of mutual funds will help wealth creation for investors and development of the economy. OLUSHOLA BELLO, writes. Investments in mutual funds have been described as a v…

Improving and enhancing access of mutual funds will help wealth creation for investors and development of the economy.Investments in mutual funds have been described as a veritable tool to the creation of wealth, expansion of business operation, needed capital for the development of critical infrastructure in Nigeria and promoting financial inclusion.

There are mainly three categories of funds on which they typically invest. These are Fixed Income Funds, Equity Funds and Mixed Income Funds. Fixed Income Funds are funds that are meant mostly to invest in fixed income securities. Fixed Income Securities are investments that pay a fixed return on an investment.

This is not only a welcome development, it is indeed a step in the right direction. The aim of the platform, among others, is to improve and enhance access of listed mutual funds to investors and to enhance visibility for the listed funds and promote financial inclusion while stimulating retail investor participation in our market.

According to Onyema, the platform will facilitate electronic transactions with seamless connection between NSE, CSCS, Fund Managers and Brokers. Investors have the benefit of a single view of their mutual fund investment while being able to invest with multiple fund managers through a single broker.

The attractiveness of mutual funds or collective schemes, she said, derives from the numerous benefits it offers over other investment vehicles, such as flexibility, liquidity, steady returns, professional management, and risk reduction, among others. According to Adonri, the mutual funds market deepened last year, with most of the funds recording strong performance. Mutual Funds is the way to go especially in encouraging savings and investment habits among a large population, even for low income earners.

President of the Fund Managers Association of Nigeria , Mr Dayo Obisan, said that “our projection is to increase mutual funds size by 100 per cent, which current stood at over N600 billion to around N1.2 trillion before the end of the year 2019.” They observed that mutual funds need more support than is currently available from the government, regulators and operators in investment management, to enable potential investors to fulfil their wealth creation and developmental roles.

In term of infrastructure development, Obisan stated that “just like what we have in the pension funds, by investing some of the pension assets in infrastructure projects that will help grow the economy, fund managers can also play a part in this by launching infrastructure focused mutual funds and inviting investors to buy unit in those funds and invest those funds in different infrastructure projects being developed in different parts of the country.

 

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