INVESTMENT

Balanced Fund in Nigeria

Experience the combined benefits of growth and stability in a single portfolio.  
Compare Balanced Funds
Rectangle 2000
Letshego logo
Logo-3-1
dlm-asset-management_cced4ce2523d23c3e658e8624ad087a2_800-3
Ecobank-1
First-Bank-1
Investor presentation-amico 1

What are Balanced Funds?

Balanced funds, also known as hybrid funds, offer you a balanced investment approach by blending stocks and bonds in a single portfolio. This aims to achieve both capital appreciation fund, while also managing risk through diversification
By spreading your investment across different asset classes balanced funds aim to provide you with a smoother investment experience with lower volatility compared to pure equity funds. This makes them suitable if you're looking for moderate growth with less risk. They offer a convenient way to achieve a mix of growth and income within a single investment. 

Balanced fund calculator

How much do you want to invest?
Tenor (Months)
Annualized return
Maturity date
Total investment return
Investment Summary
Tenor (months)
1
Annualized return
0%
Projected return
₦0
Total investment return
₦0

Balanced Fund Resources

Article

Top 10 Crypto Apps That Work with ...

Cryptocurrency has become a major part of the financial world, offering new opportunities ...

Article

How to Choose Wisely: Building a ...

Investing is more than just a way to grow wealth—it's a strategic journey that requires ...

Our Top Picks

Stanbic

Stanbic IBTC Balanced Fund

Stanbic IBTC Bank

Medium risk

3.0/5 Lorem ipsum dolor sit amet, consectetur adipiscin

Star 5 Star 5 Star 5

₦5,000

Minimum price

₦1,000,000,000

Maximum price

4.68%

YTD returns

1.67%

Management fee

Frequently Asked Questions

We answered some questions, so you don't have to ask them

What are balanced funds? 

Balanced funds, also known as hybrid funds, combine stocks and bonds in a single portfolio to achieve both capital appreciation and income generation with lower risk compared to pure equity funds. 

How do balanced funds differ from other types of funds? 

Balanced funds differ from equity funds by including bonds in their portfolio mix, offering investors a more conservative approach with a balance of growth and income. 

What is the investment strategy of balanced funds? 

Balanced funds aim to achieve moderate growth while managing risk through diversification across asset classes. They typically maintain a mix of stocks, bonds, and sometimes other asset types. 

What are the benefits of investing in balanced funds? 

Balanced funds offer investors a convenient way to achieve diversification and manage risk. They provide exposure to both stocks and bonds, potentially offering smoother returns than pure equity funds.

How is the asset allocation determined in a balanced fund? 

The asset allocation (mix of stocks and bonds) is typically determined by the fund's investment objective and risk tolerance it aims to offer. 

What risks should investors consider with balanced funds? 

Risks associated with balanced funds include market risk, interest rate risk, credit risk, and inflation risk. Changes in market conditions and interest rates can impact the performance of both stocks and bonds. 

Are balanced funds suitable for all investors? 

Balanced funds may be suitable for investors seeking a balance of growth and income with lower volatility compared to pure equity funds. However, individual suitability depends on factors such as risk tolerance and investment goals. 

What our users say about us

See all reviews
Promise-Ndah

Promise Ndah

No stress at all, thank you very much, really appreciate.

October, 2022

Star 5 Star 5 Star 5 Star 5 Star 1
Okebukunola-Wuraola-300x300

Okebukunola Wuraola

Makes the loan process very easy. You can compare loans in one place and make decisions.

August, 2021

Star 5 Star 5 Star 5 Star 5 Star 1
Isreal-Okorocha-300x300

Isreal Okorocha

I love the fact that nairaCompare has different products to choose from.

March, 2024

Star 5 Star 5 Star 5 Star 5 Star 1
Taibat-300x300

Taibat Orogho

Just the service I needed. Helps users compare loans and other financial products, and make informed decisions. It is also very simple and easy to navigate!

November, 2022

Star 5 Star 5 Star 5 Star 5 Star 1

Stay in the know!

Sign up for our newsletters on exclusive financial offers

By continuing, you agree to our Terms & Conditions and Privacy Policy.