Answer a few honest questions about your goals, risk appetite, and investment style. We generate your personalised IPS as a downloadable PDF — instantly.
Just starting your investment journey. Learning the basics. Making your first investments.
Recommended for new investorsAlready investing. Managing a portfolio. Looking to formalise and optimise your strategy.
For experienced investorsHow much of your investment can you handle losing temporarily without panic-selling? Be honest — this protects you.
Set your target allocation for each asset class. Total must equal 100%.
| Asset Class | Target % |
|---|---|
| Nigerian Equities (NGX) | |
| US Stocks (NYSE / NASDAQ) | |
| IPOs (Primary offerings) | |
| Pan-African Equities (JSE, NSE, GSE) | |
| Fixed Income (T-Bills, Bonds) | |
| Real Estate / REITs | |
| Dollar Assets / International ETFs | |
| Cash / Money Market | |
| Alternative Investments | |
| TOTAL | 0% |
Your personalised Investment Policy Statement has been generated based on your answers. Download it, print it, and keep it as your investing roadmap.
