FBN Smart Beta Equity Fund

FIRST ASSET MANAGEMENT

At A Glance

 The FBN Smart Beta Equity Fund is a high-risk, growth-focused equity fund designed for investors seeking long-term capital appreciation. It invests in a curated selection of the top 20 companies from the 40 most capitalised stocks on the Nigerian Stock Exchange, using a smart beta strategy to optimize performance. With a YTD return of 16.43%, the fund targets investors who can tolerate market volatility in exchange for potentially higher returns over time. 

 

Invesment Typeequity fund
Risk LevelMedium
Fund ManagerFirst Asset Management
Yield - to -Date38.45%

Strategy & Asset Allocation

The FBN Smart Beta Equity Fund invests in leading Nigerian equities selected using a smart beta strategy.

Asset Type
Amount (₦)
Large-Cap Equities (Top NSE Stocks)
70% – 100%
Other Listed Equities(Tactical/Residual)
0% – 30%

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Pros and Cons

Balanced for investors seeking safety and yield, the fund offers clear advantages and modest limitations:

Pros
 Strong long-term capital growth potential 
 Invests in top Nigerian blue-chip companies 
 Smart beta strategy improves stock selection 
 Open-ended with flexible entry and exit 
 Allows top-ups and rollover options 
 Professionally managed by an established asset manager 
Cons
High risk with potential for capital loss 
 Returns depend on equity market performance 
 Unit price entry point is relatively high (₦50,000 per unit) 
 Processing time of about 48 hours for transactions 
 Management fees reduce overall net returns 
 No guaranteed or fixed returns 

Fees & Charges 

This Equity Fund invests in leading Nigerian stocks selected from the most capitalised companies on the Nigerian Exchange to generate long-term capital growth.

Fee Type
Amount / Range
Management Fee
1.5% annually

Who Should Consider This

This investment is ideal for people who want low-risk growth and easy access to their money.

  1. 1.
    Savers Looking to Earn More: Instead of leaving your money idle in a bank account, this helps it grow — with better returns than typical savings.
  2. 2.
    Short-Term Planners: Perfect if you're saving for something soon — like rent, school fees, or a business expense.
  3. 3.
    First-Time or Cautious Investors: If you're new to investing or just want to play it safe, this option offers stability and peace of mind.
  4. 4.
    Professionals with Idle Cash: Have spare funds sitting for a few months? This helps you make the most of that cash without locking it away.

nairaCompare Insight

The FBN Smart Beta Equity Fund is suitable for investors who can tolerate market volatility and are seeking long-term capital growth. By focusing on top-performing large-cap Nigerian stocks, the fund aims to capture equity market opportunities while maintaining diversification.

 

How to Get Started

Here’s how you can begin investing in the United Capital Stable Income Fund and earning returns:

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Fill Out Your Details

Complete a short application form with your personal and banking information.

Fund & Start Earning

Transfer your money securely and start earning returns — typically within 24–48 hours.

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FAQs - FBN Smart Beta Equity Fund

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

Is my money safe with the FBN Smart Beta Equity Fund?
The fund invests in listed Nigerian equities and is managed by First Asset Management, a SEC-regulated asset manager. However, equity investments carry higher market risk.
How do I invest in the FBN Smart Beta Equity Fund?
You can invest by completing an investment application and purchasing units at the unit price of ₦50,000 per unit.
Can I withdraw my investment anytime?
Yes. The fund allows early termination, and redemption requests are typically processed within 48 hours.
How do investors earn returns?
Returns are generated from capital appreciation of stocks and dividends from companies in the portfolio, which are distributed annually.

About First Asset Management

First Asset Management Limited is a Nigerian investment management firm and a subsidiary of First HoldCo Plc., one of Nigeria’s leading financial services groups. The firm provides investment management solutions across mutual funds, portfolio management, and wealth advisory, serving retail, institutional, and high-net-worth investors.The company is regulated by the Securities and Exchange Commission (SEC) Nigeria and operates under strict governance and risk management standards.

CONTACT ADDRESS

16 Keffi Street,Off Awolowo Road,Lagos, Nigeria

WEBSITE

https://first-assetmanagement.com/

PHONE NUMBER

+234 201 889 4444

EMAIL ADDRESS

invest@first-assetmanagement.com

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