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Tag: FCMB Asset Management

  • FCMB Asset Management to raise N20b for SDG investments

    FCMB Asset Management to raise N20b for SDG investments

    FCMB Asset Management (FCMBAM) Limited plans to raise up to N20 billion in debt capital for additional investments in companies which operations promote United Nations’ Sustainable Development Goals (SDGs).

    The FCMB-TLG Private Debt Fund, being managed by FCMBAM, is offering its second issuance to raise N20 billion, following the receipt of all the necessary regulatory approvals.

    The FCMB-TLG Private Debt Fund is Nigeria’s first naira-denominated private debt fund, with programme size of N100 billion, which was approved by the Securities and Exchange Commission (SEC) in 2024.

    The Series 1 of the Fund closed in 2024 with significant investor interest in a N10 billion offer that was oversubscribed by 4.3 per cent, as a total of N10.43 billion was raised from five different investor categories, including top-rated pension fund administrators (PFAs).

    FCMBAM stated that the FCMB-TLG Private Debt Fund Series 2 represented a continuation of the company’s commitment to offering qualified institutional investors (QIIs) and high networth individuals (HNIs) access to well-structured and diversified private debt opportunities, building on the strong performance of the Fund’s Series 1.

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    “The Fund’s Series 1 delivered positive real and competitive risk-adjusted return on investment in 2025 and paid distribution to unitholders in April and November 2025 despite prevailing macroeconomic headwinds; thus, reaffirming the relevance of private debt as a resilient income generating asset class that offers protection against inflation,” FCMBAM stated.

    FCMBAM, as fund manager, worked with key stakeholders, including its technical partner, TLG Capital Investments Limited (TLG Capital), the lead issuing house, FCMB Capital Markets, joint issuing houses, Stanbic IBTC Capital and Coronation Merchant Bank, as well as other professional parties to design the Fund’s Series 2 which is targeted at QIIs and HNIs.

    According to the company, similar to Series 1, Series 2 will aim to invest in the debt component of the capital structure of mid-sized companies with commercially viable and impact-oriented activities in sectors of the Nigerian economy aligned with the UN SGDs  while providing investors with an opportunity to earn competitive risk-adjusted return on investment.

    The upcoming Series will also support businesses in agriculture, clean energy, education, healthcare, information technology and transport and logistics.

    FCMBAM assured that it would continue to leverage its carefully designed and disciplined investment process, deep credit evaluation techniques, and rigorous duediligence framework to identify creditworthy mid-sized corporate organisations with strong operating fundamentals to be supported by the Fund.

    The company outlined that Series 2 would provide QIIs and HNIs with another opportunity to participate in the FCMB-TLG Private Debt Fund as it has been designed to generate periodic income, thereby contributing to the investor’s cashflows, offer competitive risk-adjusted return on investment and support Nigeria’s real economy, thereby contributing to the country’s economic growth and development.

    FCMBAM added that the new capital raising provides suitable debt capital required to scale the operations of mid-sized companies in selected sectors of the economy while supporting the attainment of the UN SGDs.

    The offer is scheduled to open on Monday January 26, 2026, to QIIs and HNIs and will be open for subscription for a specified period of time in line with regulatory approval.

  • FCMB Asset Management Limited holds retirement planning webinar

    FCMB Asset Management Limited holds retirement planning webinar

    Investing towards the long term and retirement can seem daunting for most Nigerians. However, a member of FCMB Group Plc, FCMB Asset Management Limited appears to have insights into ways to simplify the journey towards a comfortable retirement. FCMB Asset Management Limited’s recent webinar, “Smart Retirement – Investing Ahead”, educated and provided attendees with actionable strategies for taking charge of their financial future by leveraging the power of compounding and the accessibility of investing, debunking the myth that significant capital is required to begin the investment journey.

    Tinuola Odufuye, Head of Business Development at FCMB Asset Management, moderated the insightful webinar. She set the stage for a very educative discussion with a panel of financial subject-matter experts drawn from the FCMB Group’s supportive ecosystem that connects people, capital and markets. Also, Nduka Offiah, Head of Alternative Assets at FCMB Asset Management, shared insights on the potential investment portfolio benefits of the Alternative Assets class and offered strategies to diversify portfolios and navigate challenging market conditions. Abiola Ajayi, Head of UHNI & HNI Unit at FCMB Asset Management, spoke on investment solutions tailored to both Ultra-High Net-worth Individuals and High Networth Individuals, emphasising personalised wealth management and legacy planning. Leveraging her in-depth knowledge of trusts and estate planning, Oluwayemisi Arowolo, who heads Trust Services at another subsidiary of FCMB Group Plc, FCMB Trustees Limited, clarified the legal structures essential for protecting and transferring assets effectively. At the same time, Richard Ade-Martins, Head of Business Development South at FCMB Pensions Limited, which is another member of FCMB Group Plc, spoke on pensions, highlighting FCMB Pensions’ commitment to best practices.

    This impressive lineup of professionals ensured a multifaceted and informative exploration of the strategies and options available for building a secure financial future.

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    Here is a recap of the key takeaways from the thoroughly enjoyable session: 

    Start Early: It is important to start investment early. Starting early provides a longer runway for your money to grow and compound, potentially leading to a larger nest egg.

    Investing is for Everyone: The panel debunked the myth that significant capital is required to invest. The panelists encouraged attendees to begin their investment journey with as little as N1,000 in Mutual Funds offered by FCMB Asset Management Limited, making financial security accessible to all Nigerians.

    Estate Planning: Apart from wealth preservation, Wills and Trusts provide a clear plan that ensures a smooth transition for beneficiaries. It fosters communication and reduces the risk of conflict.

    Unlocking Your RSA: The webinar explored the benefits of the RSA Mortgage option offered by FCMB Pensions Limited. This option allows individuals to access a portion of their Retirement Savings Account (RSA) to secure a home purchase, facilitating wealth creation beyond retirement savings.

    Financial Inclusion for Business Owners: FCMB Pensions’ micro-pension plans cater to business owners with up to three employees, promoting financial inclusion within the informal sector. The flexibility of withdrawing up to 40% of contributions acknowledges the unique needs of business owners who may require access to funds for operational purposes.

    Combating Inflation: Alternative Assets investments and currency hedging options were discussed as tools to preserve wealth and purchasing power.

    Investing for Young Minds: Valuable advice was offered to students interested in starting their investment journey early to maximise the benefits of compound interest.

    Retirement savings remittance from overseas: The webinar clarified the possibility for Nigerians working abroad to set up Naira-denominated pension plans with FCMB Pensions Limited, subject to their employer’s remittance policies.

    Staying Ahead of the Curve: The expert panel highlighted the importance of staying informed on current investment strategies to ensure that your financial roadmap adapts to changing circumstances and economic realities, to build a sustainable financial future.