SIMS Institutional Welfare Fund Management

SIMS offers tailor made fund management services for institutions, corporates and associations to meet specific investment objectives and return benchmarks.

Our institutional fund management proposition includes the setup of the fund, investment policy statement design, templates for trust deeds, and fund rules.

Who should invest?

Corporates, clubs, small business associations, churches, schools, endowment funds, institutes, welfare funds and community cooperatives with surplus cash to invest at regular intervals or in one-off lump sum investments.

Minimum Initial Investment Amount – GHS 2,000,000
Minimum Duration – 3 years

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Why let SIMS manage your funds?

Our people are well versed in investment management practices with unrivalled experience on the market.

Our diversified pool of investments offers competitive and sustainable returns. We match risk and return to meet and exceed client expectations.

Cutting edge technology allows us to invest real time for our clients. Audit trails, segregation of client assets from SIMS assets, in-built controls and strict adherence to the CFA Institute’s Asset Manager Code of Conduct, all provide security for our client assets

Our fees are competitive and negotiable.

Tailor-made reports to meet client needs.

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