The durable investor
with a risk appetite

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

With $2,500 for retail you can start investing in the FBN Nigeria Eurobond (USD) Fund, a multi-asset mutual fund suitable for investors with an inclination for earning greater rewards over a long-term period.

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.

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;

Assets allocation ranges

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

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#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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