Coronation Balanced Fund

Coronation Asset Management

About the fund

Low Risk
Balanced Fund

The Coronation Balanced Fund is a mutual fund that acts as a portfolio of stocks and bonds. The aim is to provide a balanced return of capital and income over the long term by investing across a broad range of traditional and non-traditional asset classes and securities. The fund aims to achieve the best possible investment growth for retirement savers (within the constraints of Regulation 28 of the Pension Funds Act) over the long term.

Fund Information

Min Amount
₦10,000.00
Max Amount
₦2,000,000.00
Yield-to-date
1.97%
Fund Size
605M
Minimum tenor
4 Months
Maximum tenor
24 Months
Permit top-up
Yes
Permit roll over
Yes
Roll-over type
Principal plus Interest
Permit Early termination
Yes
Management fee
1.5%
Processing time
48 Hours
Launch date
7th of Apr, 1996
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
Means of Identification for Directors (International passport, driver’s license, voter’s card, NIN) and their respective recent utility bills
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 profileLow
Tenor (months)4
Annualized year to date return1.97%
Projected return₦0
Total investment return₦0
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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