FBN Balanced Fund
FIRST ASSET MANAGEMENT
About the fund
Medium Risk
Balanced Fund
The fund offers competitive returns over a 3-5-year investment horizon and recommended for customers looking to build wealth through a single diversified portfolio, while seeking long-term capital growth
Fund Information
Min Amount
₦50,000.00
Max Amount
N/A
Yield-to-date
6.25%
Fund Size
N2.85bn
Minimum tenor
3 Months
Maximum tenor
12 Months
Permit top-up
Yes
Permit roll over
Yes
Roll-over type
Principal plus Interest, Principal Only
Permit Early termination
Yes
Management fee
1.5%
Processing time
48 Hours
Launch date
31st of Mar, 2008
Status of fund
Open Ended
Transaction fee
N/A
Expense ratio
N/A
Age limit
18 - 70 years
Provider's page
view provider
Nature of fund
Short Term Instruments
Fund manager
N/A
Product available in
Nigeria
States present
37
Requirements
Valid means of ID - a voter’s card, international passport or a driver's license
Recent Passport Photograph
Proof of Address (PHCN, Water bill, Waste disposal bill, tenement, etc.)
How to invest
Click on the button to begin your investment journey
Calculator
Please note that whatever you calculate is just an estimation
₦
Investment Summary
Risk profileMedium
Tenor (months)3
Annualized year to date return6.25%
Projected return₦NaN
Total investment return₦NaN
How to earn
Return is earned daily depending on the prevailing rate and distributed annually
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