WEALTH MANAGEMENT

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We bridge ambition and action by designing strategies that grow wealth, maximize income, and secure your financial future.

Alpha Plus

Fixed Income Alpha Plus (FIAP)
Target Investor

This fund is suitable for investors seeking a mix of capital preservation, modest returns, and potential inflation protection.

Theme

Offers a balanced approach by primarily investing in local currency treasury bills while also holding a portion of its assets in US treasuries.

Investment Goals

This fund helps investors achieve goals like protecting savings from inflation, preserving wealth, and balancing riskier investments.

Risk / Reward scale
2
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Global Tech

Enhanced Equity Beta Fund Plc (EEBF)
Target Investor

This fund is designed for investors who prioritize long-term growth and are willing to accept the higher volatility and rewards that comes with investing in technology stocks.

Theme

Invest in companies at the forefront of technology, including AI, Cloud Computing, EVs, Health Tech, Defense, etc.

Investment Goals

Grow your wealth over time to meet long-term goals like retirement or education.

Risk / Reward scale
5
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Global Equity

Christian Community Mutual Fund(CCMF)
Target Investor

Designed for investors who want steady long-term growth from a broader basket of sectors, tracking the largest 500 companies in the US.

Theme

Invest in companies in the Technology, Financials, Health Care and Communication Services sectors.

Investment Goals

Long-term wealth building. If you're looking to steadily grow your money over many years.

Risk / Reward scale
4
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Dollar Save

Delta
Target Investor

Designed for investors seeking capital preservation through low-risk government-issued securities. Suitable for retirees, conservative investors, and institutions looking for fixed-income exposure.

Theme

Invest in U.S. Treasury bills and investment grade corporate securities to provide stability and predictable returns.

Investment Goals

Capital preservation with high liquidity and low credit risk.

Risk / Reward scale
3
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Balanced Growth

Balanced Fund Plc (PBF)
Target Investor

Designed for investors seeking a balance between stability and growth, combining local and international fixed-income securities with exposure to U.S. equities.

Theme

Invest in a mix of local fixed-income assets for stability and select U.S. stocks, Treasuries, and bonds for diversification and growth potential.

Investment Goals

Generate steady income with local fixed income while enhancing returns through U.S. market exposure, ensuring liquidity and risk diversification.

Risk / Reward scale
3
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DigiSave

Income Fund Plc (PIF)
Target Investor

Designed for conservative investors seeking capital preservation, liquidity, and stable returns through low-risk fixed-income assets.

Theme

Invest in local short-dated fixed-income securities and U.S. Treasuries to provide steady income with minimal interest rate risk.

Investment Goals

Maintain liquidity and low credit risk while generating stable returns through short-term fixed-income investments.

Risk / Reward scale
1
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