CardinalStone Balanced Fund
CardinalStone Asset Management
About the fund
The CardinalStone Balanced Fund is an authorized open-ended collective investment scheme registered with the Securities and Exchange Commission. The Fund will be governed by a Trust Deed. As an open-ended fund, units of the Fund will be continuously issued to investors and the units held by investors will be redeemable through the Fund Manager, CardinalStone Asset Management Limited.
Fund Information
Min Amount
₦100,000.00
Max Amount
₦1,000,000,000.00
Yield-to-date
3.65%
Fund Size
2 billion
Minimum tenor
3 Months
Maximum tenor
24 Months
Permit top-up
No
Permit roll over
Yes
Roll-over type
Principal plus Interest, With Top-up
Permit Early termination
Yes
Management fee
N/A
Processing time
48 Hours
Launch date
31st of Dec, 2024
Status of fund
Open Ended
Transaction fee
N/A
Expense ratio
N/A
Age limit
1 - 75 years
Provider's page
view provider
Nature of fund
Long Term Instrument
Fund manager
CardinalStone Registrars Limited
Product available in
Nigeria
States present
37
Requirements
How to invest
Click on the button to begin your investment journey
Calculator
Please note that whatever you calculate is just an estimation
How to earn
The objective of the fund will be to provide investors with moderate capital growth and/or income generation over the long term by investing in a diversified pool of quoted and unquoted public securities trading on either the Nigerian Exchange or the NASD OTC Securities Exchange and fixed income (subject to a minimum allocation of 20%) or money market securities.
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