ON THE MONEY: Mutual Funds As New Investment Frontiers

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Mutual funds are growing rapidly and are quickly becoming the default destination for Nigerians interested in savings. Just as the pension funds began to

Managing director of Sofunix Communications and Investment Limited, Mr Sola Oni said “At the core of mutual fund is diversification and professional management of investment by the fund manager. An Investor’s shares in mutual fund represents his part ownership and income that the fund generates. In the United States, mutual fund accounts for the largest investment in equity.”

He explained that “Mutual funds provide liquidity for Investors. An investor in an open-ended fund can take advantage of rising share prices to realize his profit. Investment in the fund can be used to hedge against inflation. The fund also provides opportunities for steady income and capital appreciation. The fund is used for diversification. Investment in mutual fund is safe. One can invest in smaller denomination. The processes for acquisition is quick and hassle-free.

He noted that every Investment has its risk element but the important thing is that the benefits should outweigh the risk, saying “This is called the risk and return trade off. Some investors belief that investment in mutual fund causes dilution of holding. Some perceive high cost of management, especially, when one invests in many mutual funds and the so-called exist load.”

“Minimum amount for investment in mutual fund is not cast in iron. But the price is usually N100 or its equivalent in foreign currency and at par. For instance, Futureview Asset Management is currently offering two mutual funds. They are Futureview Dollar Fund and Futureview Equity Fund.

 

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