Asset Management2023-01-13T19:27:15+04:00

Your capital must pay off

ASSET MANAGEMENT

Find out more

We create sustainable value through our market expertise

We are an asset management company based in Mauritius focused on delivering superior returns and tailor-made customer services to private clients and financial intermediaries for nearly 30 years

Will

Do you have long-term capital to commit?

You have capital for investment accumulated through entrepreneurial efforts, labor savings or inheritance. You are able to commit capital to an investment portfolio for 5 years or more.

Knowledge

Do you understand and accept the risks of the stock market?

You are open to stock market investments. You understand the risk-reward trade-off and are prepared to accept fluctuations in the financial market, especially in the short to medium term.

Requirement

Are you looking for profitable investments?

You are aiming for higher growth rates than is normally achievable through bank deposits or structured products. You have a real interest in long-only investment strategies in equity and bond asset classes.

THE FINANCIAL ANALYSIS OF OUR EXPERT

The Net Asset Value of IPRO Growth Fund Ltd. (“IGF”) fell by 1.6% in December. Both the local portfolio and the foreign portfolio retreated during the period, with the latter contributing to the bulk of the losses.

On the domestic front, December saw the Bank of Mauritius increase the key repo rate by 50 bps to 4.50% in an attempt to fight inflation and also to manage interest rate differentials with the rest of the world. This was the 5th interest rate hike by the local Central Bank this year, with the total cumulative increase for 2022 standing at 2.65%. The local equities market remained mostly flat during the month with the SEMTRI returning 0.4%. Amongst our main holdings, MCBG, UBP and Miwa Sugar did however experience share price dips, which dragged the performance of the local portfolio during the month. With regards to portfolio changes, we re-initiated a position in MUA in December, taking advantage of the current price weakness in the insurer’s stock. On the whole, the SEMTRI remained resilient throughout 2022 despite difficult macroeconomic conditions. The index delivered a positive return of 1.0% over the year.

Internationally, the MSCI All Country World Index lost 3.9% in December and closed 2022 with a calendar year loss of 18.4%. Emerging markets once again outperformed Developed Markets, boosted by the rebound in Chinese equities as the country took further steps towards reopening. Both our foreign holdings posted losses during the month, though they fared better in comparison to the broad global equities market.

The themes that have characterized 2022, namely inflation, interest rate hikes, the war in Ukraine and recession fears will likely persist into 2023, and consequently, the investment landscape is expected to remain challenging in the coming quarters. Whilst unnerving, market volatility can provide advantageous entry points to long-term IGF investors.

Contact us

We value your heritage through a unique and personalized relationship

We advise and manage investors with complete discretion demanding and eager to grow their capital within a maximum return horizon of more than 5 years.

A service of excellence

For nearly 30 years, we have applied our specific expertise in portfolio management to build you robust and personalized investment solutions.

We are at your side to bring you the best advice, whether it is to preserve and grow your wealth, or to help you choose the most profitable investments with peace of mind.

You have a single point of contact who follows your portfolio over time and whom you can contact at any time.

An in-depth study of your needs

We spend a lot of time understanding your personal situation and your tolerance for risk. Thanks to our objective approach, we build the investment strategy you need.

Research (local and global) is one of the main strengths of our team of financiers. Our work discipline is focused on an investment process supported by rigorous internal research.

You are at the heart of a personalized and unique relationship that we maintain over time with regular exchanges.

Controlled risk management

We apply top-notch procedures for building and monitoring your portfolio, with all major decisions approved by a professional investment committee.

We place particular emphasis on the a risk management, and conduct reviews regular of these, with subsequent adjustments to your portfolio if necessary.

You are assured of maintaining perfect and realistic control of the value of your assets during our management mandate.

A service of excellence

For nearly 30 years, we have applied our specific expertise in portfolio management to build you robust and personalized investment solutions.

We are at your side to bring you the best advice, whether it is to preserve and grow your wealth, or to help you choose the most profitable investments with peace of mind.

You have a single point of contact who follows your portfolio over time and whom you can contact at any time.

An in-depth study of your needs

We spend a lot of time understanding your personal situation and your tolerance for risk. Thanks to our objective approach, we build the investment strategy you need.

Research (local and global) is one of the main strengths of our team of financiers. Our work discipline is focused on an investment process supported by rigorous internal research.

You are at the heart of a personalized and unique relationship that we maintain over time with regular exchanges.

Controlled risk management

We apply top-notch procedures for building and monitoring your portfolio, with all major decisions approved by a professional investment committee.

We place particular emphasis on the a risk management, and conduct reviews regular of these, with subsequent adjustments to your portfolio if necessary.

You are assured of maintaining perfect and realistic control of the value of your assets during our management mandate.

Make an appointment

Asset Management

Advisor in stock market investments and distribution of financial products

A strong team of finance and capital markets professionals

Member of the CIEL group (MUR 14 billion – 350 million euros in equity)

Coverage on Mauritius and all world markets

Over MUR 4 billion in assets under management

Regulated by the Mauritius Financial Services Commission

iPRO World Equity Fund

IPRO Investment Professionals blog

Articles are written by our experts to inform you and explain our job to you

Warning

This website is for informational purposes only and is intended to assist prospective private clients in determining whether they have a prior interest in the investment services offered by iPRO Investment Professionals. The website does not constitute an offer, solicitation or recommendation to enter into any transaction. Potential clients are reminded that investments involve significant risk. The Mauritius Financial Services Commission does not warrant the financial soundness of the company and its advertised financial products / services or the accuracy of any statements made or opinions expressed about it.

Go to Top