DLM Asset Management - RT Briscoe Savings & Investment Fund

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

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.

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.

Short-Term Planners: Perfect if you're saving for something soon — like rent, school fees, or a business expense.
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.

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:

Choose an Investment

Browse and compare available investment products from top providers.

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.

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.