Products & Services
Overview
Savest offers a series of model portfolios, providing a blueprint that investors can easily replicate in the construction and management of their portfolios, saving time and energy.
Our various model portfolios mirror a spectrum of risk/return objectives.
The variety of investor risk tolerances is reflected in each model’s strategic allocation, individual securities/ETFs selection, portfolio implementation strategies, rebalancing as market dynamics change, and performance reporting/measurement.
Our model portfolios are built and managed by a dynamic investment committee comprising research analysts, advisors, and portfolio managers. Every year, our team of experts identifies well-researched securities for inclusion according to their conviction and their expectations of the future trend of the global capital market.
Each model portfolio adopts a systematic approach to simplify the entire investment management process and create a template that individuals and institutions can adopt in the efficient management of their investable assets according to different risk/return objectives.
Our experts will help you automate investment decisions from portfolio construction, rebalancing, and reporting to fee management.
The Portfolio tracks 50 leading global companies, primarily large-cap businesses with a history of steady revenue growth. These companies are chosen for their unique business models, strong financial health, experienced leadership, and dominant positions in their industries — offering stability and long-term growth potential.”
Global Giant-Capitalization Equities – 50%
Global Large-Capitalization Equities – 40% Global Medium Capitalization Equities – 10.00%
The objective of this model portfolio is to achieve long-term capital growth and stability by allocating a significant portion of the portfolio to Nigerian large-cap stocks, focusing on industry leaders with strong competitive advantages and the resilience to withstand macroeconomic uncertainties, and maintaining strategic allocation to mid-to-small cap stocks to capture additional growth opportunities. Overall, our stock selection emphasizes consistent revenue growth, healthy ROE and ROA, low leverage, robust free cash flow, and moderate volatility, complemented by a select group of quality dividend aristocrats to enhance resilience and provide steady income. The remaining 5% is allocated to a gold fund, serving as a hedge against inflation and currency volatility.
Nigerian Large-cap Equities: 30.00%
Nigerian Mid & Small cap Equities: 65.00% Gold ETF: 5.00%
This portfolio is primarily focused on capital appreciation using exposure to high-growth assets such as early-stage businesses and high-growth stocks. Although a growth orientation may offer substantial returns, in a volatile the model rotates investment markets may fluctuate and depress the value of their investments. It addresses the following investment goals:
- Capital growth from investments
- High growth potential
- Long-term horizon
- Long-term goals
Global Equities: 65.00%
Global Bonds & Treasury Securities: 35.00%
This high-growth portfolio is designed for young investors and long-term investment programs with many years ahead. It takes into account future needs such as tuition, living costs, and inflation, while investing in strong global opportunities. By focusing on high-growth themes and harnessing the power of compounding, the portfolio seeks to deliver solid long-term wealth creation.
Global Giant-Capitalization Equities – 50%
Global Large-Capitalization Equities – 40% Global Medium Capitalization Equities – 10.00%
This portfolio uses an aggressive asset allocation approach that favors equities and high-growth assets which offer excess returns and short-term capital growth. It is particularly suitable for knowledgeable investors who have a sound understanding of financial markets and seek to exploit market inefficiencies to make short-term gains and accumulate capital growth over time.
Although this strategy may follow a diversified strategic asset allocation, tactical asset allocation may be required to take advantage of short-term market opportunities. This strategy is very high risk and requires a relatively higher amount of trades per year, hence a higher transaction expense ratio.
Global Stocks: 80.00%
Global Bonds & Treasury Securities: 20.00%
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