Investment Analysis
Analyze investment opportunities and portfolio performance
Portfolio Value
₦125M
Total investments
Total Returns
+18.5%
YTD performance
Active Investments
12
Current positions
Risk Score
6.2
Moderate risk
Investment Portfolio
Current investment positions and performance
Government Bonds
Fixed Income • Low Risk
₦45,000,000
+5.2%
Equity Funds
Growth • High Risk
₦35,000,000
+24.8%
Real Estate Investment
Property • Medium Risk
₦25,000,000
+12.3%
Money Market Funds
Liquid • Very Low Risk
₦20,000,000
+3.8%
Risk-Return Analysis
Portfolio risk and return characteristics
Expected Annual Return14.2%
Portfolio Volatility18.5%
Sharpe Ratio0.76
Risk-Adjusted ReturnGood
Asset Allocation
Portfolio diversification breakdown
Fixed Income36% (₦45M)
Equities28% (₦35M)
Real Estate20% (₦25M)
Cash & Equivalents16% (₦20M)
Investment Opportunities
Potential investments under evaluation
Tech Startup Series B
Fintech • High Growth Potential
₦15,000,000
Expected IRR: 35%Under Review
Green Energy Fund
ESG Investment • Sustainable Growth
₦25,000,000
Expected IRR: 18%Approved
Commercial Real Estate
Lagos CBD • Rental Income
₦50,000,000
Expected IRR: 12%Due Diligence