Investment Services

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Private Equity

The Omega Equity Fund is a long term-term open-ended fund that seeks to deliver superior returns in the long-term by investing in a diversified portfolio of stocks and fixed income securities. The Omega Equity Fund primarily pools money in different amounts from different people for investment in shares/stocks listed on the Ghana Stock Exchange (GSE) and other Stock Exchanges in Africa. The essence of this fund is to help individuals build capital over time. The duration for this fund is five years or more.
Objective of Omega Equity Fund?
The foremost investment objective of Omega Equity Fund is to achieve superior capital growth in the long term. The Equity Fund can serve a wide range of investment objectives such as catering for long-term financial needs, home purchase/mortgage/vehicle acquisition, financing children’s education and retirement.

How much can I Invest in Omega Equity Fund?

  • Minimum initial investment amount – GH ¢ 50.00
  • Minimum top up investment amount – GH ¢25.00
  • Minimum lump sum investment amount -  GH ¢500.00

What are the Payment Methods?

  • Cash  and cheque payments into Omega Equity Fund
  • Direct Debit from your bank for monthly  payments
  • Post-dated Cheque for monthly payments

How much can I Invest?

  • Minimum initial investment amount - GH¢50.00
  • Minimum top up investment amount- GH¢25.00
  • Minimum lump sum investment amount - GH¢500.00

What are the Payment Methods?

  • Cash and Cheque payments into Omega Equity Fund
  • Direct Debit from your bank for monthly payments
  • Post-dated Cheque for monthly payments.

Requirements to start Omega Equity Fund

  • Valid National ID Card (Passport, Driver License, Voters ID Card, NHIS card
  • 2 passport size pictures
  • A completed Omega  Equity application  form (Forms can be obtained from our offices or website: www.omegacapital.com.gh)  
  • Duly completed and signed signature card.
  • Minimum initial investment amount to be invested.

How long must I Invest in the Fund:

  • Each contribution should be invested in the Fund for a minimum of 5 years.
  • For investments below 5 years, an exit load of between 4%-1% is charged when withdrawing your money.

What can I Invest Towards?

  • Caters for long-term financial needs
  • Home purchase/mortgage/vehicle acquisition
  • Financing of  children’s education
  • Retirement plan

What are the Advantages of Investing in Omega Equity Fund?

  • Returns are tax-exempt so you enjoy the full return on your investment.
  • Enjoy growth of investment in the long-term.
  • Highly regulated.
  • Cost Efficient
  • Enjoy the services of a Professional Fund Manager.
  • Enjoy the benefit of investing in a diversified portfolio.


What Returns do I make on my Investment
Price appreciation, i.e. the upward movement of Omega Equity Fund share price
Note: Withdrawals before the recommended 5 years will attract an exit load which may reduce your principal and or returns. The longer you stay in the Fund the more returns you make.

What Charges do I Incur?

  • Management fee of 2% p.a. ( indirect charge on the whole Fund)
  • Other Expenses of 1.5% p.a. ( indirect charge on the whole Fund)
  • Quoted returns are net of all charge

What are the Exit Charges?
Redemptions before the minimum Five Year holding period will attract redemption charges from 1% to 4%. Investments redeemed after the Five year holding period will not attract any charges.

For Plan Investors, exit fee reduces to 1% in year 4 and 0% in year 5, while for Non - Plan investors pay exit fees of 2% in year 4 and 1% in year 5.

What are the Risks of Investing in the Fund?

  • Fluctuations or volatility in shares prices inherent in investing in equities on the Ghana Stock Exchange or other regulated markets approved by SEC.
  • The probability of the share price of the Fund falling below the current purchase price thereby reducing the value of your investment.
  • The effect of currency risk as a result of the cedi loosing value against international currencies.
  • The possibility that the issuer of a fixed income security may not be able to make interest payments and/ or repay the principal on its debt.

How do I get Information on my Investment?

  • A contract note showing the number of Omega Equity Fund shares purchased, amount contributed and the purchase price will be mailed to client.
  • Half year and Annual Statement will be e-mailed to client.
  • You can also visit www.omegacapital.com.gh to access information on the Fund.
  • You can sign up for the Omega Notification Alert Service.

How do I Take Part or all of My Money?

  • Complete a redemption form and submit to the Manager.
  • Redemptions will be processed within 10 working days.
  • Payments are made by cheque or transferred into clients bank  account.(An indemnity form will have to be completed by clients who request for transfer into their account)
  • For withdrawals, a minimum of GH¢20.00 is to be left on the account.


Who Manages the Equity Fund?
Omega Equity Fund is managed by Omega Capital Limited, a licensed investment Fund Manager. Omega Capital also manages funds for Corporate and High Net Wealth Individuals.

Omega Capital Direct Debit
You can top up your investment regularly and directly from your bank by subscribing to the Omega Capital Direct Debit Services.
The benefits of subscribing to the Omega Capital Direct Debit Services include but not limited to the following:

  • Guaranteed  Transfer
  • Affordability
  • Accessibility and Flexibility
  • Inexpensive
  • Secure
  • Convenience
  • a
    Guaranteed Returns Products

    Omega Protected Note is a medium-term investment which provides protection of capital and guarantees return for investments held for three years or  more.

Do Contact Us

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    We can be contacted at the address - No. 23, Kanda Estates, The Albert’s, 1st Floor, Sunyani Avenue, Accra, Ghana or the mailing address P. O. Box, CT 8818, Cantonments - Accra. Our Email contact is This email address is being protected from spambots. You need JavaScript enabled to view it.