Coronation Balanced Fund

Coronation Asset Management


Product Details

About Coronation Balanced Fund

The Coronation Balanced Fund is a mutual fund that acts as a portfolio of stocks and bonds. The aim is to provide a balanced return of capital and income over the long term by investing across a broad range of traditional and non-traditional asset classes and securities. The fund aims to achieve the best possible investment growth for retirement savers (within the constraints of Regulation 28 of the Pension Funds Act) over the long term.

Requirements for savings

  • Proof of Address (PHCN, Water bill, Waste disposal bill, tenement, etc.)
  • Recent Passport Photograph
  • Means of Identification for Directors (International passport, driver’s license, voter’s card, NIN) and their respective recent utility bills

States Covered

All States

Provider Details

About provider

At Coronation Asset Management, we offer a range of managed funds that provide investors access to various asset classes, while our portfolio management service offers bespoke portfolios for large investors with the opportunity to establish tailored portfolios

CONTACT ADDRESS
Coronation Plaza, 9-12 Amodu Ojikutu Street, Victoria Island, Lagos, Nigeria
WEBSITE
https://www.coronation.com/globalassets/asset-library/comprehensive-fact-sheets/2024/february/personal/retail/2024-february-balanced-plus-fund-comprehensive_corb.pdf
PHONE NUMBER
020-1-2774500
EMAIL
contactcentre@coronationinsurance.com.ng
Product Details

About Coronation Balanced Fund

The Coronation Balanced Fund is a mutual fund that acts as a portfolio of stocks and bonds. The aim is to provide a balanced return of capital and income over the long term by investing across a broad range of traditional and non-traditional asset classes and securities. The fund aims to achieve the best possible investment growth for retirement savers (within the constraints of Regulation 28 of the Pension Funds Act) over the long term.

Requirements for savings

  • Proof of Address (PHCN, Water bill, Waste disposal bill, tenement, etc.)
  • Recent Passport Photograph
  • Means of Identification for Directors (International passport, driver’s license, voter’s card, NIN) and their respective recent utility bills

States Covered

All States

Provider Details

About provider

At Coronation Asset Management, we offer a range of managed funds that provide investors access to various asset classes, while our portfolio management service offers bespoke portfolios for large investors with the opportunity to establish tailored portfolios

CONTACT ADDRESS
Coronation Plaza, 9-12 Amodu Ojikutu Street, Victoria Island, Lagos, Nigeria
WEBSITE
https://www.coronation.com/globalassets/asset-library/comprehensive-fact-sheets/2024/february/personal/retail/2024-february-balanced-plus-fund-comprehensive_corb.pdf
PHONE NUMBER
020-1-2774500
EMAIL
contactcentre@coronationinsurance.com.ng

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