Objective
To preserve capital, maintain adequate liquidity and earn a competitive yield relative to conventional bank deposits through conservative Naira-denominated liquidity management.
Private Discretionary Mandate · NGN
Treegar Capital Discretionary Portfolio
A privately managed Naira portfolio for eligible high-net-worth and qualified institutional clients, governed by an approved individual mandate.
Individual mandateCapital preservationIndependent custody
Structure
This is a private discretionary portfolio arrangement, not a pooled mutual fund. Each portfolio is segregated, held with an SEC-approved independent custodian and managed within the client’s approved mandate and the Board-approved investment policy.
Liquidity
The portfolio maintains a 10-20% liquidity buffer, with at least 10% maturing within seven days and at least 20% within 90 days. Valid withdrawal instructions are targeted for settlement within 24 hours, subject to market and settlement conditions.
Principal considerations
- Capital is not guaranteed; credit, interest-rate, liquidity, inflation and operational risks remain.
- Corporate instruments are limited to investment-grade issuers and approved concentration limits.
- Equity or stock-index exposure requires a separately documented higher-risk client mandate.
Approved onboarding required
Detailed terms are protected.
Public visitors and Tier 1 investors can review marketing-level information. Complete onboarding and receive Tier 2 approval to review additional approved terms and restricted product papers. Investing remains unavailable until all product, funding and eligibility requirements are satisfied.
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Ask questions before making an investment decision.