RT Briscoe Savings & Investment Fund

DLM Asset Management

At A Glance

 The RT Briscoe Savings and Investment Fund, managed by  DLM Asset Management, is a low-risk, open-ended, naira-denominated fund that invests in a mix of high-quality money market instruments and fixed-income securities, including Treasury Bills, commercial papers, and other short-term debt instruments. It is designed to provide capital preservation, liquidity, and steady income, with returns that vary depending on prevailing market interest rates. 

 

Invesment Typemoney market fund
Risk LevelMedium
Fund ManagerRT Briscoe Nigeria Plc
Yield - to -Date19.9%

Strategy & Asset Allocation

This Money Market Fund is designed to preserve capital and deliver steady income with minimal risk. It invests in high-quality short-term instruments to ensure liquidity, safety, and competitive returns.

Asset Type
Amount (₦)
Treasury Bill
50% – Government-backed, low risk
Other Money Market Instruments
5% – 75% SEC-approved short-term instruments

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Pros and Cons

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

Pros
 Attractive yield with a current ~19.9% yield-to-date 
 Flexible investing with the ability to top-up and roll over (principal + interest) 
 Moderate entry point with a ₦10,000 minimum investment 
 Early termination permitted, offering some liquidity 
 Moderate entry point with a ₦10,000 minimum investment 
Cons
 Limited capital growth—not suitable for long-term investments  
 Returns fluctuate with changes in money market interest rates 
Primarily focused on short-term instruments, limiting diversification
 Age restriction (18–65 years) limits eligibility for some investors 
Relatively new fund (launched July 2024), with limited long-term performance history

Fees & Charges 

This Money Market Fund is designed to preserve capital and deliver steady income with minimal risk. It invests in high-quality, short-term instruments to ensure liquidity, safety, and competitive returns.

Fee Type
Amount / Range
Management Fee
1.5% of NAV annually

Who Should Consider This

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

  1. 1.
    Savers Looking to Earn More: Instead of leaving your money idle in a bank account, this helps it grow — with better returns than typical savings.
  2. 2.
    Short-Term Planners: Perfect if you're saving for something soon — like rent, school fees, or a business expense.
  3. 3.
    First-Time or Cautious Investors: If you're new to investing or just want to play it safe, this option offers stability and peace of mind.
  4. 4.
    Professionals with Idle Cash: Have spare funds sitting for a few months? This helps you make the most of that cash without locking it away.

nairaCompare Insight

United Capital Money Market Fund is ideal for investors seeking stable returns with low risk, offering yields that are typically higher than traditional savings accounts. The fund focuses on high-quality short-term money market instruments, providing capital preservation, liquidity, and steady income.

 

How to Get Started

Here’s how you can begin investing in the United Capital Stable Income 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 - RT Briscoe Savings & Investment Fund

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

Is my money safe with the RT Briscoe Savings and Investment Fund?
The RT Briscoe Savings and Investment Fund is managed by DLM Asset Management of RT Briscoe Nigeria Plc and invests in regulated financial instruments. While investments are subject to market risks, the fund is structured to prioritise capital preservation and steady income.
How do I invest in the RT Briscoe Savings and Investment Fund?
You can invest through the nairaCompare platform. Click the “Invest” button above to be redirected to the provider’s site. Once your details are verified and your minimum investment of ₦10,000 is funded, your investment will be processed.
Can I withdraw anytime?
Yes. The fund allows early termination, and withdrawal requests are typically processed within about 48 hours, providing investors with reasonable access to their funds.
How much do I need to start?
The minimum investment amount is ₦10,000, and investors can top up their investment at any time to increase their portfolio value.

About DLM Asset Management

DLM Asset Management Limited is a subsidiary of DLM Capital Group and is licensed by the Securities and Exchange Commission (SEC) Nigeria as an Investment Adviser and Fund/Portfolio Manager. The firm provides asset management solutions for retail, mass affluent, institutional, and high-net-worth clients, offering services across portfolio management, collective investment schemes, and investment advisory.DLM Asset Management is also a member of the Fund Managers Association of Nigeria (FMAN), reinforcing its role in Nigeria’s regulated investment management industry.

CONTACT ADDRESS

66-68 Alexander Avenue, Ikoyi, Lagos

WEBSITE

https://dlm.group/assetmanagement.html

PHONE NUMBER

+234 916 984 8789

EMAIL ADDRESS

am@dlm.group

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