Investment Portfolio
Fidelity Pension Managers Limited overall objective is to achieve the highest level of investment performance that is compatible with its risk tolerance and prudent investment practices.
Because of the long-term nature of the pension liabilities, we maintain a long-term perspective in formulating and implementing our investment policies and in evaluating its investment performance.
We adhere strictly to Pencom guidelines, which forms the minimum requirement in our design and investment portfolio strategy formulation.
3 Years Rolling Average
| S/N | Funds | 2024 Return (%) | 3 Year Rolling Average (%) |
|---|---|---|---|
| 1 | RSA FUND I | 18.030 | 16.163 |
| 2 | RSA FUND II | 18.395 | 14.283 |
| 3 | RSA FUND III | 17.089 | 13.487 |
| 4 | RSA FUND IV | 14.577 | 11.425 |
| 5 | MICRO PENSION | 16.640 | 12.483 |
| 6 | RSA FUND VI (ACTIVE) | 16.347 | 12.451 |
Why choose us as your PFA?
Our commitment is to provide safe and rewarding pension services that not only secure the financial future of our beneficiaries but also contribute to their overall happiness and peace of mind, fostering a retirement filled with comfort, joy, and the assurance that their needs are well cared for.
- Experienced professionals providing precise pension fund management.
- Diverse services: retirement planning, fund management, financial advice.
- Consistent, reliable returns for a secure and prosperous retirement.