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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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Conservative Moderate Growth
Historical performance of annual returns
202314.18%
202424.17%
202517.05%
Historical performance of annual returns
20229.50%
202310.55%
202419.01%
Historical performance of annual returns
20227.40%
202310.25%
202422.90%
Historical performance of annual returns
20229.50%
202310.61%
202422.27%
Historical performance of annual returns
20239.29%
202421.87%
202421.87%
Historical performance of annual returns
20228.70%
202311.26%
202517.35%
Historical performance of annual returns
20228.00%
202310.18%
202422.44%
Historical performance of annual returns
20227.80%
20239.91%
202514.57%
Historical performance of annual returns
20214.27%
20229.30%
202313.16%