The MBW Umbrella Fund Dollar Share Classes Coming Soon

You are not a risk score.You are a payoff profile.

One dollar-denominated umbrella fund. Four payoff sleeves. Twelve sub-funds, each calibrated to how a real investor actually holds risk, measured by behaviour, not by a form.

Launching soon Register your interest through your profile

“We do not sell investments. We match people to payoffs they can actually hold.

The Idea

Payoff investing

The industry asks how much risk you can tolerate. It is the wrong question, asked in the wrong way.

Every risk questionnaire you have ever completed shares the same three flaws. It is self-reported, so people answer aspirationally. It is transparent, so answers can be steered. And a stated preference collected in ten minutes is thin evidence for what a person will actually do in month eleven of a drawdown, which is the only moment that matters.

Payoff investing begins from a different definition. Your true risk profile is the set of payoff distributions you can psychologically hold, through drawdown, through noise, through the long boring middle, without taking action that harms your own outcome. Suitability is not a score in a file. It is the act of matching you to a payoff inside that set.

The unit matters. Investment products are already defined by their payoff diagrams, the whole taxonomy of packaged instruments, from capital protection through yield enhancement, participation, and leverage, is a taxonomy of payoff shapes. When your profile is denominated in payoffs too, matching becomes a genuine comparison rather than a number mapped onto a label.

Holding Capacity

The variable that decides your outcome is not how much return you want. Everyone wants more. It is how much adverse variation you can absorb before you act against yourself. That is what we measure, and what the fund is built to protect.

The full framework is published in Suitability is Payoff Matching (Payoff Papers No. 01) and at payoffinvesting.com.

The Process

Play. Profile. Match. Hold.

No allocation before assessment. Your profile is revealed by decisions, not declared on a form.

I · PLAY

The game battery

Short, pressured decision games (Sapa 2 Japa, Monday Rush, Salary Stream, Double or Nothing) on your own phone. Every decision under uncertainty is a data point you cannot fake.

II · PROFILE

The FREBO engine

Your decisions score across five behavioural axes and resolve to one of twelve investor archetypes. Revealed preference, not stated preference.

III · MATCH

The payoff map

Each archetype maps to the payoff shapes it can credibly hold, and to the sub-fund built around them. Documented in plain language before you invest a dollar.

IV · HOLD

Drift detection

Repeat play at review tracks behavioural drift over time. A rebalance is flagged before you feel the discomfort, not after you act on it.

The Five Axes of FREBO
FortressYour instinct to protect what you have, and how sharply losses sting.
RhythmHow you behave over time: patience and consistency versus reaction.
EngagementHow emotionally wired you are to money, and how that drives decisions.
BlueprintYour need for structure, control, and a plan you understand.
OpportunismYour pull toward upside and the unknown, and how you meet a new chance.
Conservative
  • Safety Seeker
  • Certainty Craver
  • Reassurance Seeker
  • Simplifier
Moderate
  • Cautious Participant
  • Control Advocate
  • Emotion Manager
  • Balanced Explorer
Growth
  • Purpose Driven
  • Legacy Builder
  • Opportunistic Explorer
  • Performance Driven
The Sleeves

Four payoff families

Every instrument in the fund belongs to one of four payoff shapes. Your archetype tells us which shapes you can hold, and the sleeve blend follows.

Sleeve I

Capital Protected

The floor is the feature. Downside defined at purchase; participation in the upside above it. Built for profiles whose ability to stay invested depends on knowing the worst case in advance.

Natural home of the Conservative cluster.

Sleeve II

Yield Enhancement

Income in exchange for ceiling. A defined coupon paid for accepting a cap on the upside. Built for profiles that hold steadiness better than variance, and value what arrives on schedule.

Where Conservative meets Moderate.

Sleeve III

Participation

The market, held properly. Direct exposure to the underlying, one for one, in both directions. Built for profiles with demonstrated capacity to carry full variance without acting against themselves.

Natural home of the Moderate and Growth clusters.

Sleeve IV

Leverage

Conviction, sized. Amplified exposure with risk capital defined at the outset. Built for profiles that seek asymmetry and can absorb the path it takes to get there.

Reserved for the Growth cluster, earned, never defaulted.

Four sleeves Twelve sub-funds One calibrated blend per archetype

What Survived · From the Vault · Nigerian Capital Markets, 1975–2013

What survived was never the naira asset. It was the dollar value.

In 1975, Total Nigeria paid a 30% dividend yield in dollars, and the naira was worth more than the dollar. Quality businesses earned real, hard-currency returns. Then monetary policy went to work. Below: the same ₦620 (one thousand dollars at the start) revalued at each regime, from the exchange’s own record.

YearRegime₦ per $₦620 buys
1976
Parity: the naira above the dollar
0.62
$1,000
1986
The SAP shock
4
$154
1994
The FX freeze (parallel market)
80
$7.75
2004
The managed float
133
$4.66
2016
The first delayed float
305
$2.03
2026
Today
1,400
$0.44
−99.96%
of the naira’s dollar value, destroyed in fifty years. The ₦620 that bought one thousand dollars in 1976 buys forty-four cents today. No portfolio skill survives that denominator.

Rates: CBN official except 1994 (parallel market; the official rate was frozen at ₦22 while the usable rate was ₦80). Reconstructed from the NSE Factbook archive, 33 volumes, 1975–2013; mid-market ≈₦1,400 per dollar, July 2026.

1986The SAP shock

A 66% devaluation. Treasury bill holders earned positive nominal yields and still lost close to half their wealth in dollar terms in a single year.

1994The FX freeze

Domiciliary accounts frozen. The official rate pegged at ₦22 per dollar while the parallel market priced ₦80, a 264% spread between the naira you held and the naira you could use.

2008–09The banking crash

The NSE banking index fell 74%. Naira portfolios concentrated in the boom sector were erased inside twelve months.

2016 & 2023The delayed floats

Artificial pegs held for months, then broke in step devaluations. Savers absorbed the loss overnight, twice in a decade.

The Finding

What destroyed the returns was not the market. It was monetary policy. Every collapse in investor wealth from 1986 onward traces to the currency, not the underlying businesses. Across every regime change, freeze and float, wealth measured and held in dollars retained value. Wealth measured in naira did not.

“Nominal safety is not real safety. In a devaluation regime, the risk-free rate is not risk-free.”

Lessons from the Vault · Nigerian Capital Markets Series
The Projection · 2026–2076

Run the last fifty years forward. This is the base rate.

Take one thousand dollars of savings, convert it to naira today, ₦1.4 million, and let the next fifty years repeat the last fifty at the recorded average: 16.7% a year, compounding. No coup, no crisis, no collapse assumed.

Year ₦ per $₦1.4m is worth
2026
Today
1,400
$1,000
2036
Your child starts university
≈6,600
$213
2046
Mid-career
≈30,700
$46
2056
Retirement planning begins
≈144,000
$9.72
2066
Retirement
≈675,000
$2.07
2076
What you leave behind
≈3.16m
$0.44
At Half the Historical Pace−98.2%Even if the next fifty years are twice as kind as the last fifty, $1,000 becomes $18.
At the Historical Pace−99.96%The recorded average, 1976–2026. $1,000 becomes $0.44: the ledger, repeated.
At the 2013–2026 Pace−99.98%The most recent thirteen years, extended. $1,000 becomes $0.22.
The Yield Illusion

“But my naira account pays double digits.” To merely stand still in dollars at the historical pace, a naira portfolio must earn 16.7% net, every year, for fifty years, with no freeze, no gap, no redenomination. At a 15% coupon, one 1986 erases five years of interest overnight, and the record contains a 1986 roughly every decade.

This is not a forecast. It is what the base rate does to a working life. The one variable you control is the unit your wealth is measured in.

Mechanical extrapolation of the 1976–2026 depreciation rate (≈16.7% p.a., ₦0.62 to ≈₦1,400 per dollar); an illustration of the historical base rate, not a prediction. Scenario figures compound the stated rates over fifty years. Mid-market rate, July 2026.

The Fund

Built from the evidence, priced in the currency that survived

Fifty years of market history point in one direction. The MBW Umbrella Fund is the vehicle built on it.

Structure
A single umbrella fund carrying four payoff sleeves, Capital Protected, Yield Enhancement, Participation, Leverage, and twelve sub-funds, one calibrated to each investor archetype.
Currency
US dollar-denominated share classes. The naira-destruction record is not a talking point; it is the design constraint the whole fund is built around.
Entry
Profile first. There is no allocation before assessment, the game battery and FREBO profile precede the first dollar, every time.
Evidence
Every sub-fund’s payoff is documented in plain language before you invest: what you hold, what caps it, what protects it, and what it costs.
Ongoing
Reassessment at review. Behavioural drift is measured, flagged, and answered with a proposed rebalance, before discomfort becomes a decision you regret.
The Research

Read it before you hold it

White Paper

Suitability is Payoff Matching

The framework: holding capacity as the real variable, and the payoff as the unit of suitability.

Payoff Papers · No. 01
Research Paper

The Currency of the Fund

The naira-destruction thesis and the behavioural alpha argument for offshore dollar vehicles.

OS-BF-2026-03
Archival Series

Lessons from the Vault

Financial history, told properly. The What Survived series draws directly from this archive.

MBW Research
Proprietary Dataset

The Factbook Project

The Nigerian stock exchange record, 1975–2013, digitised across 33 volumes. The evidence base under the fund.

Old Shoreham Archive
Coming Soon

A few minutes of play tell us more than any form you have ever filled in.

The Umbrella Fund is not yet open. Play the games today to build your profile, and you’ll be first in line when it launches.