Investment One Pension & Financial Services Review: What does Investment One Do?

investment one review koboline

Last Updated on January 20, 2023

Investment one is a one-stop-shop for comprehensive investment services in Nigeria. A former subsidiary of GTBank.

The company’s variety of financial services and investment banking products make it a choice investment company in Nigeria.

investment one review by kobolie

Review of Investment One Funds Management Limited

4.4 Koboline Rating

Investment one gets 4.4 rating out of 5 for overall performance. The company offers a wide range of investment services including a USSD code for investing. Each of the investment offerings by this company comes with a trusted service.

Ratings at Koboline are determined by taking into account pricing, discounts, ease of use/filing a claim, website transparency, customer reviews, and complaint data from social media.

Investment One Financial Services

These are all the financial service offerings this investment company offers:

Stockbroking

Investment One is a licensed stock broker/dealer and fixed-income market maker with The Nigerian Stock Exchange (NSE). 

See: How to Buy Foreign Shares from Nigeria

Other services you can get include Share Registration Services, Dividend Management, Transmission of Shares and the handling of Registrars.

You can also participate in the purchase and sale of debt instruments issued by third parties. Such as  FGN Treasury Bills and Bonds, Sovereign Bonds, Commercial Papers (CPs), Bankers’ Acceptances (BAs), and more. 

This company can also broker on the OTC wholesale market on your behalf.

The company also handles all Central Securities Clearing System (CSCS) related issues.

Funds Management

Investment one has a collection of mutual funds and investment products that it manages. These funds management products are suitable for Retail Investors, High Net-Worth Individuals and Institutions.

The following is a list of fund management products that this investment company offers:

Investment One Abacus Money Market Fund

Abacus Money Market Fund by is especially suited for retail. Or anyone looking to preserve capital, and gain short-term returns

The minimum subscription to this money market fund is N1000. 

VBFUND Mutual Fund

Vantage Balanced Fund (VBFUND) is a mixed mutual fund for maximizing long term capital growth and maintaining regular income distribution.

This Fund’s asset classes include Equities, Fixed Income, Money Market and Real Estate.

Minimum subscription of this form is N10,000 Additional investments in multiples of N1,000.

VGIF

Vantage Guaranteed Income Fund (VGIF) is a money market fund whose objective is to preserve funds and provide a  stream of guaranteed income.

The minimum Subscription for VGIF is 50,000 Units (At the prevailing offer price) Additional investment can be made in multiples of N5,000.00 units.

VEIF

Vantage Equity Income Fund (VEIF)is great for people who want regular income and long-term capital appreciation from investments in equities.

The Fund invests in dividend-paying, high-quality equity instruments quoted on The Nigerian Stock Exchange.

The minimum subscription in VEIF is N50,000 while the minimum holding period in the Fund shall be 180 days

Vantage Dollar Fund (VDF)

The Vantage Dollar Fund is a Fixed Income Dollar Fund.  A suitable fund for people looking for dollar-denominated investments.

This fund invests in Nigerian Originated Dollar Denominated assets (Sovereign and Corporates).

The minimum investment amount in VDF IS $1000.

Investment One Pension Fund Management

Investment one provides pensions administration products and services through its subsidiary, Pension Managers. Which is licenced by the National Pension Commission (PenCom)

The products on offer from Investment One’s Pension Managers are:

  • RETIREMENT SAVINGS ACCOUNT (RSA)
  • VOLUNTARY CONTRIBUTION
  • EMPLOYEE IN-HOUSE PENSION SCHEMES. 

Trust Services

This company also offers Trust and Estate planning services to its clients.

The company’s trusteeship services include Corporate, Public and Private Trust. These trust services are embedded in its other products.

The company also offers Executorship Services, Trust Protector Services, Escrow Services,  and Title Custody Services

Investment Banking Services

Asides from financial services, Investment one offers investment banking services as well. These services include:

  • Capital Management
  • Private Banking
  • Venture Capital

InvestmentOne Registration

You can register or open an account with Investment one here 

Investment One App

To track your portfolio, you can download the Investment one app on Android here and on iOS here.

The company also has a personal finance app called Ziing. Ziing simplifies savings and investing for users

Investment One USSD Code

Investment One also has a USSD code for investing. To make an investment with Investment One via USSD code, Dial *5678#.

See: USSD Codes for Loans in Nigeria

Investment One Customer Care

Currently, there isn’t a direct email address for reaching the people at Investment one.

However, you can call them on these numbers;  01-448 8888, 081 2992 1188.

Checkout: Best Investment Apps in Nigeria

Who Owns Investment One?

GTB owns Investment One Financial Services Limited which is a wholly-owned Asset Management subsidiary of Guaranty Trust Bank.

How do I Check my Investment One Pension Balance

You can check your Investment One pension balance by using the Investment One USSD Code. Just dial *5678# to trade stocks, check balance, check individual stock positions and check overall portfolio value with Investment One.

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