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FBN Smart Beta Equity Fund

The FBN Nigeria Smart Beta Equity Fund provides long-term capital preservation by investing in listed stocks across all sectors on the Nigerian Stock Exchange

Minimum Balance

With as low as N50,000 you can start investing in the FBN Nigeria Smart Beta Equity Fund, A medium to long term investment vehicle that gives you steady return on capital and assured liquidity.

Competitive Returns

FBN Nigeria Smart Beta Equity Fund offers a competitive rate of returns on investments and suitable for investors looking for a source of long-term capital growth and income.

Pure Equity

The FBN Nigeria Smart Beta Equity Fund is a pure equity fund that invests your money predominantly in a portfolio of Nigerian companies, using a rigorous, research based and tested evaluation model.

Why the FBN Smart Beta Equity Fund?

At least 75% of the Fund’s assets will be invested in a diversified portfolio of high quality companies listed on the Nigerian Stock Exchange. In order to manage liquidity, the Fund may also invest up to 25% in short-term money market instruments and deposits with financial institutions.

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Fund Facts

Launch Date: 4th January 2016

Fund Size: N528.42M

Benchmark: Nigerian Stock Exchange 30 Index

Base currency: Naira (N)

Risk Profile: High Risk

Fund Strategy

The fund uses a simple systematic rules-based investment strategy that is designed to capitalize on equity market inefficiencies specific to the Nigerian equity market, as established by extensive in-house quantitative research. The strategy is commonly known as Smart Beta Investing.

Cumulative Performance

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

  • 13.3% fund yield for full year 2019
  • 5.7% fund yield for full year 2018
  • 20.5% fund yields from inception to date

Assets allocation ranges

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

  • 25% is invested in Fixed Income
  • 75% 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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