Lead Balanced Fund

Lead Asset Management


About the fund

Medium Risk
Balanced Fund

The Lead Balanced Fund is an open-ended fund registered in Nigeria as a Unit Trust Scheme under section 160 of the investment and Securities Act 2007. The fund suitable for investors desirous of high capital growth over the long term. The funds invest a minimum of 40% and maximum of 60% in equities and a maximum of 60% in money market instruments and a minimum of 20% in Fixed Income Instruments.

Fund Information

Min Amount
₦50,000.00
Max Amount
₦600,000,000.00
Yield-to-date
9.71%
Fund Size
40bn
Minimum tenor
3 Months
Maximum tenor
60 Months
Permit top-up
Yes
Permit roll over
Yes
Roll-over type
With Top-up, Principal plus Interest
Permit Early termination
No
Management fee
N/A
Processing time
24 Hours
Launch date
31st of Mar, 2019
Status of fund
Open Ended
Transaction fee
N/A
Expense ratio
N/A
Age limit
18 - 65 years
Provider's page
view provider
Nature of fund
Short Term Instruments
Fund manager
N/A
Product available in
Nigeria
States present
1
Requirements
Bank Account
Four (4) passport photographs and Biometrics Verification Number (BVN)
International Passport
National Identification Card
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 return9.71%
Projected return₦NaN
Total investment return₦NaN
How to earn

Dividends are paid annually and can be re-invested or collected. Competitive returns as 75% of the profits for each year will be reinvested, while 25% will be distributed to unit holders.

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