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Mutual FundsUnited Capital Balanced Fund
United Capital Balanced Fund
United Capital Asset ManagementAbout
The main objective of the fund is to achieve long-term capital appreciation and income distribution through investment in a select portfolio of securities and instrumentsRisk LevelModerate
Custodian
Fund Size₦ 1.3b
Returns PaymentYearly
Fund CompositionStocks: 52%Bonds: 14%Term Deposits: 34%
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ConservativeModerateGrowth
Historical performance of annual returns
202110.21%
202216.20%
202314.18%
Historical performance of annual returns
20214.27%
20229.30%
202313.16%
Historical performance of annual returns
20216.80%
20229.50%
202310.61%
Historical performance of annual returns
20215.00%
20239.29%
20239.29%
Historical performance of annual returns
20214.30%
20228.70%
202311.26%
Historical performance of annual returns
20216.10%
20228.00%
202310.18%
Historical performance of annual returns
20215.80%
20227.80%
20239.91%
Historical performance of annual returns
20219.90%
20229.50%
202310.55%
Historical performance of annual returns
20215.74%
20227.00%
202310.18%
Historical performance of annual returns
20214.26%
20227.40%
202310.25%