FBN Balanced Fund

This mutual fund offers greater capital growth through diversification across equities, bonds, and treasury bills, with competitive returns over a 3-5 year investment horizon and yearly income payments with a minimum investment requirement of N50,000.

The FBN Balanced Fund makes for a good long-term investment option because it tries to reduce investment risk by diversifying among a variety of asset classes. The Fund invests in a diversified portfolio of high-quality Nigerian companies, long-term debt instruments of Nigerian federal and state governments, and high-yield money market securities such as Treasury Bills, Commercial Papers.

 

For more information about this fund, download our funds brochure here.

  • Minimum starting investment of N50,00o
  • Medium risk involvement
  • Dividend payments annually
  • Competitive returns

The long-term investor who wants exposure to all traditional asset classes and with a high-risk tolerance.

 

If you want to invest for long-term gain, the FBN Balanced Fund is a great option.

Ideal Investor(s)

Retail, High Net-worth Individuals and Institutions

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