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FBN Specialized Dollar Fund
The FBN Specialized Dollar Fund (FSDF) serves as an investment vehicle that connects Investors to Eurobonds, US Treasuries, and other credible dollars denominated money market assets.
Inflation & Currency Edge
The Fund aims to provide Investors with returns that could protect against the possible decline in purchasing power or local currency devaluation.
Competitive Returns
Investing in the FBN Specialized Dollar Fund will provide Investors with stable and competitive returns due to its exposure to a diversified basket of instruments.
Minimum Securities
With a minimum investment of $10,000, you can start investing in the FBN Specialized Dollar Fund to get access to global assets and long-term income.
Why FBN Specialized Dollar Fund?
The Fund’s objective is to provide competitive returns to all classes of investors and an opportunity for local investors to reduce some of their country-specific risk whilst hedging against the potential devaluation of their local currency. The Fund’s portfolio allocation will be skewed to largely debt instruments issued by African countries.
Fund Facts
Currency: USD ($)
Fixed Income Criteria: Interest Bearing
Minimum Investment : $10,000
Subsequent Investment: $1,000 Minimum
Holding Period: 180 days
Income Distribution: Annually
Risk Profile: Medium
Investment Horizon: Medium-term (3-5 years)
Fund Strategy
The Fund strategy is to maintain an allocation of 20% to non-Nigerian dollar-denominated assets. This will diversify the portfolio and potentially provide more attractive yields for the portfolio. The inclusion of Gold in the portfolio will normalize, to some extent, the volatility associated with assets in the portfolio and provides a buffer during risk-off sentiment in the market.
Assets allocation ranges
The fund’s assets can be broadly broken down as follows:
- 58% is invested in Sovereign Bonds
- 24% is invested in Money Market Instruments
- 18% is invested in Non-Nigerian Sovereign Bonds
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