United Capital Balanced Fund
United Capital Asset Management
YTD Returns
29.75
About
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 instruments
Risk LevelModerate
Custodian
Fund Size₦ 1.3b
Returns PaymentYearly
Fund Composition
Stocks: 52%Bonds: 14%Term Deposits: 34%
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Conservative Moderate Growth
Annual Returns
17.78
Historical performance of annual returns
202216.20%
202314.18%
202424.17%
Annual Returns
18.54
Historical performance of annual returns
20229.50%
202310.55%
202419.01%
Annual Returns
18.00
Historical performance of annual returns
20227.40%
202310.25%
202422.90%
Annual Returns
18.30
Historical performance of annual returns
20227.00%
202310.18%
202420.92%
Annual Returns
17.48
Historical performance of annual returns
20229.50%
202310.61%
202422.27%
Annual Returns
17.65
Historical performance of annual returns
202210.91%
20239.29%
202421.87%
Annual Returns
18.74
Historical performance of annual returns
20228.70%
202311.26%
202424.02%
Annual Returns
18.34
Historical performance of annual returns
20228.00%
202310.18%
202422.44%
Annual Returns
19.21
Historical performance of annual returns
20214.27%
20229.30%
202313.16%