Capital Express Balanced Fund

Capital Express Asset and Trust

About the fund

Medium Risk
Balanced Fund

The Capital Express Balanced Fund was established to provide investors and/or their beneficiaries and dependents with long term capital appreciation and to optimize investors’ total returns comprising dividend and interest income through investment in a selected portfolio of securities and instruments as specified in Clause 8.1 of the Trust Deed.

Fund Information

Min Amount
₦50,000.00
Max Amount
₦50,000,000.00
Yield-to-date
44.05%
Fund Size
1.544m
Minimum tenor
4 Months
Maximum tenor
12 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 Jul, 2002
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
Valid means of identification (International Passport, Driver's license, National Identity Management Commission (NIMC) Card, Voter's card)
Proof of Address (PHCN, Water bill, Waste disposal bill, tenement, etc.)
Recent Passport Photograph
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 return44.05%
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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