PACAM EQUITY FUND

PAC Asset Management

At A Glance

 The PACAM Equity Fund is a medium-risk, equity-focused mutual fund that invests primarily in blue-chip Nigerian companies with strong fundamentals. It is designed to deliver capital appreciation and dividend income, making it suitable for investors seeking growth with a balanced risk profile. With a YTD return of 38.85%, the fund offers strong upside potential while maintaining exposure to stable, well-established companies. 

Invesment Typeequity fund
Risk LevelMedium
Fund ManagerPAC Asset Management
Yield - to -Date38.85%

Strategy & Asset Allocation

The PACAM Equity Fund invests primarily in blue-chip Nigerian equities, focusing on companies with strong fundamentals to deliver growth and income.

Asset Type
Amount (₦)
Large-Cap Equities (Blue-Chip Stocks)
60% – 90%,stable, high-performing companies
Other Listed Equities
10% – 40%, Additional diversification and growth

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Pros and Cons

Balanced for investors seeking safety and yield, the fund offers clear advantages and modest limitations:

Pros
Exposure to blue-chip Nigerian equities with strong fundamentals 
 High growth potential compared to fixed income investments 
 Top-ups and rollovers permitted, allowing flexible investing 
Balanced risk compared to aggressive equity funds 
Strong YTD returns (~38.85%) outperform many funds 
Cons
 Equity market volatility may affect returns 
 Returns depend on stock market performance 
 Medium risk profile, higher than fixed income or money market funds 
 48-hour processing time for transactions 
Not suitable for very short-term financial goals 
Smaller fund size may impact stability perception 

Fees & Charges 

This Equity Fund invests in blue-chip Nigerian companies with strong fundamentals, aiming to deliver capital growth and long-term returns for investors.

Fee Type
Amount / Range
Management Fee
0.01%

Who Should Consider This

This investment is ideal for people who want low-risk growth and easy access to their money.

  1. 1.
    Growth-Oriented Investors: Suitable for those looking to grow wealth through equities without taking extreme risk.
  2. 2.
    Medium-Risk Investors: Ideal for investors who want higher returns than fixed income but with some stability from blue-chip stocks.
  3. 3.
    Short- to Medium-Term Investors: : Flexible tenor (1–20 months) supports both short and mid-term goals.
  4. 4.
    Young or Emerging Investors: : Low entry point makes it accessible for those starting their investment journey.

nairaCompare Insight

The PACAM Equity Fund is ideal for investors seeking strong equity returns with relatively lower volatility than aggressive equity funds by focusing on blue-chip Nigerian companies with solid fundamentals.

 

How to Get Started

Here’s how you can begin investing in the PACAM Money Market Fund and earning returns:

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Fill Out Your Details

Complete a short application form with your personal and banking information.

Fund & Start Earning

Transfer your money securely and start earning returns — typically within 24–48 hours.

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FAQs - PACAM Equity Fund

We answered some questions, so you don't have to ask them

Is my money safe with the PACAM Equity Fund?
The fund invests in listed Nigerian companies with strong fundamentals and is managed by PAC Asset Management, a regulated investment manager. However, equity investments carry market risk, and returns may fluctuate.
How do I invest in the PACAM Equity Fund?
You can invest by completing the application process and funding your investment. Once your units are purchased, they will be allocated based on the unit price of ₦5,000 per unit.
Can I withdraw my investment anytime?
Yes. The fund permits early termination, and redemption requests are typically processed within 48 hours.
How do investors earn returns?
Investors earn returns from capital appreciation of stocks and dividends generated by companies in the portfolio. Dividends are typically distributed annually.
How are returns distributed?
Returns are earned daily, and dividends are typically paid annually, depending on fund performance.

About PAC Asset Management Limited

PAC Asset Management Limited is an integrated asset management firm providing a range of mutual funds and diverse asset classes designed to meet the unique needs of its clients. The company also offers wealth management services for high-net-worth individuals, focusing on long-term goals and estate planning. The company is licensed and regulated by the Securities & Exchange Commission (SEC), and operates as a Funds and Portfolio Manager in Nigeria. 

CONTACT ADDRESS

Plot 8A, Elsie Femi Pearse Street, Off Adeola Odeku, Victoria Island, Lagos.

WEBSITE

https://www.pacassetmanagement.com/

PHONE NUMBER

+234 811 111 1006

EMAIL ADDRESS

info@pacassetmanagement.com

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