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FBN Balanced Fund

The FBN Balanced Fund invests in a diversified portfolio of high quality Nigerian companies, long-term debt instruments of Nigerian federal and state governments and high quality money market securities such as Treasury Bills, Commercial Papers.

Minimum Balance

The FBN Balanced Fund is a highly affordable long-term investment as you can start an investment with as low as N50,000.

Competitive Returns

The FBN Balanced Fund offers an attractive rate on returns. It also offers a high level of security which translates to competitive yields.

Annual Dividend Payments

Distribution to unit holders of the FBN Balanced Fund are paid out annually.

Why you should invest in the FBN Balanced Fund?

The FBN Balanced Fund is a balanced mutual fund that aims to earn greater rewards over a longer period. The fund invests in equities, bonds, money market instruments, real estate and other securities in the capital market, which means that a diverse range of investment instruments are included in these funds.

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Fund Facts

Launch Date: 1, April, 2008

Fund Size: ₦2.85bn

Risk Profile: Medium Risk

Income Accrual: Daily

Income Distribution: Annually

Fund Strategy

The Fund invests in a diversified portfolio of high quality Nigerian companies, long-term debt instruments of Nigerian federal and state governments and high quality money market securities such as Treasury Bills and Commercial Papers.

Cumulative Performance

Due to the low risk nature of the fund, it has experienced steady and stable growth averaging;

  • 2.8% fund yield for full year 2019
  • 3.0% fund yield for full year 2018
  • 138.8% fund yield from inception till date

Assets allocation ranges

The fund's assets can be broadly broken down as follows:

  • 22% is invested in Money Market Funds
  • 34% is invested in Bonds
  • 45% is invested in Equities



Take steps that go #BeyondToday

At FBNQuest, we believe success is progressive. By cultivating a strong investment lifestyle, you are going beyond today for a brighter future.

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