Alpha Morgan Balance funds

Alpha Morgan Capital Managers

About the fund

Medium Risk
Balanced Fund

A Balanced Fund is a Mutual Fund that predictably comprises of a mix of fixed income/money market securities and equities. The aim of the Balanced Fund is to provide capital appreciation over time while mitigating against the volatility associated with investments in equities by investing in fixed income securities. The Fund is geared towards investors seeking for a mix of safety, income and modest capital appreciation.

Fund Information

Min Amount
₦10,000.00
Max Amount
₦100,000,000.00
Yield-to-date
16%
Fund Size
605M
Minimum tenor
4 Months
Maximum tenor
24 Months
Permit top-up
Yes
Permit roll over
No
Roll-over type
N/A
Permit Early termination
Yes
Management fee
1.5%
Processing time
48 Hours
Launch date
3rd of Feb, 2008
Status of fund
Open Ended
Transaction fee
N/A
Expense ratio
N/A
Age limit
18 - 75 years
Provider's page
view provider
Nature of fund
Long Term Investment
Fund manager
N/A
Product available in
Nigeria
States present
37
Requirements
Proof of Address (PHCN, Water bill, Waste disposal bill, tenement, etc.)
Recent Passport Photograph
Valid means of ID - a voter’s card, international passport or a driver's license
How to invest

Click on the button to begin your investment journey

Calculator

Please note that whatever you calculate is just an estimation

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Investment Summary
Risk profileMedium
Tenor (months)4
Annualized year to date return16%
Projected return₦NaN
Total investment return₦NaN
How to earn

The fund invests in a blend of Equities Securities quoted on the Nigerian Exchange Limited (NGX) and in high quality Fixed Income Securities.

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