Fusion Investment Africa
Rooted in the African Growth Story
Rooted in the African Growth Story
Fusion Investment Management offers investors and pensioners a flexible and scaleable platform from which to access a range of East African Investments. We have access to investments opportunities across East Africa as well as the rest of Sub-Saharan Africa. We have demonstrated ability to deliver strong investment returns
The Portfolio Management Service provides clients with access to the following East African investment opportunities in; money markets, fixed income, listed equities, private equity, listed real estate and unlisted real estate.
We offer exposure to East African money market opportunities which are mostly Treasury Bills, Certificate of deposits from tier 1 banks in East Africa and commercial papers (Investment Grades). Tenors are available from ‘Call’ accounts to 12 month fixed deposits at competitive rates in the market. We consider this a low to medium risk asset class.
We provide exposure to East African Treasury Bonds and Corporate Bonds (Investment grade) both at the primary markets and through the secondary market. Tenors are available in the range of 2 – 30 years. We consider this asset class as low risk.
Investment in this asset class will mirror the Fusion 12 Growth Index – a portfolio of 12 listed East African counters selected. These shares offer a promise of capital appreciation and periodic income if held to the medium to long term.
We offer investors private equity investment opportunity through investment in Fusion’s managed funds and through direct investment as well. We rate this asset class as high risk.
Seeking broad access to African (financial) investment markets with an experienced manager. The typical profile of this kind of investor is:
Looking for wealth management solutions rooted in Africa. The typical is:
Looking for particular kinds of exposure to African opportunities (for example Real Estate, Private Equity or SME Financing). Typically:
Seeking a reliable manager for liquidity which for operational reasons they hold in African currencies and countries. Typically:
These are the retirement benefits schemes established by employers for the benefit of the employees set up under irrevocable trust. Upon being set up the scheme is a separate legal entity.
The principle objective of setting up an Occupational Retirement Benefits Scheme is to provide for employees upon their retirement or for their dependants on the unfortunate demise of an employee.
As an employer, you need to be able to attract and retain high calibre staff. One of the ways in which several leading organisations do this is through the establishment of an Occupational Retirement Benefits Scheme.
FURBS targets SMEs that do not operate own-sponsored occupational schemes and will provide their employees with the opportunity to save regularly for a post-retirement income.
The scheme will pool the retirement benefits contributions from many employers in to a single scheme, thereby potentially reducing the average cost of managing funds per member, enhancing the overall returns to the employee due to the economies of scale.
The regulated investment and financial services arm of Fusion Group