Cowry Balanced Fund

Cowry Treasurers

About the fund

Medium Risk
Balanced Fund

Cowry Balanced Fund is an actively managed, open-ended unit trust scheme that invests in equities and debt securities of large companies quoted on the Nigerian Stock Exchange and the money market. It helps investors to achieve capital growth whilst enabling them to satisfy a broad variety of financial needs.

Fund Information

Min Amount
₦5,000.00
Max Amount
₦30,000,000.00
Yield-to-date
16%
Fund Size
128.4
Minimum tenor
3 Months
Maximum tenor
24 Months
Permit top-up
No
Permit roll over
No
Roll-over type
N/A
Permit Early termination
No
Management fee
1.5%
Processing time
48 Hours
Launch date
4th of Apr, 2022
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
Recent Passport Photograph
Proof of Address (PHCN, Water bill, Waste disposal bill, tenement, etc.)
Valid means of identification (International Passport, Driver's license, National Identity Management Commission (NIMC) Card, Voter's card)
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)3
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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