Investment Philosophy and Strategy | Citadel Capital (Uganda) Limited

Investment Philosophy and Strategy

Investment Philosophy and Strategy - Citadel Capital

We cater for a variety of investment objectives and strategies, ranging from retirement benefits schemes and other corporate investors, to individual investors.

Investment objectives range from short term money market holdings to aggressive capital growth portfolios. These divergent objectives require fundamentally differing strategies.

The principle of not losing money in bad times and making money in good times, is irrefutable.

We provide investment management capabilities across a wide range of investment strategies. The expectations of large institutional retirement benefits schemes differ from those of younger private investors.

Indicative returns per annum

 November 2018January 2020
91-day treasury bill11.3%9.4%
182-day treasury bill13.0%11.3%
364-day treasury bill13.5%12.5%
2-year treasury bond15.5%14.1%
3-year treasury bond16.8%15.0%
5-year treasury bond16.9%16.5%
10-year treasury bond17.2%14.3%
15-year treasury bond17.5%15.5%