United Capital Balanced Fund
United Capital Asset Management
YTD Returns
8.14
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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ConservativeModerateGrowth
Annual Returns
21.18
Historical performance of annual returns
202110.21%
202216.20%
202314.18%
Annual Returns
18.21
Historical performance of annual returns
20214.27%
20229.30%
202313.16%
Annual Returns
19.10
Historical performance of annual returns
20216.80%
20229.50%
202310.61%
Annual Returns
17.79
Historical performance of annual returns
20215.00%
20239.29%
20239.29%
Annual Returns
21.03
Historical performance of annual returns
20214.30%
20228.70%
202311.26%
Annual Returns
20.14
Historical performance of annual returns
20216.10%
20228.00%
202310.18%
Annual Returns
19.69
Historical performance of annual returns
20215.80%
20227.80%
20239.91%
Annual Returns
15.02
Historical performance of annual returns
20219.90%
20229.50%
202310.55%
Annual Returns
19.99
Historical performance of annual returns
20215.74%
20227.00%
202310.18%
Annual Returns
19.62
Historical performance of annual returns
20214.26%
20227.40%
202310.25%