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Balanced Fund

Benefits and features of Balanced Fund

The United Capital Balanced Fund offers you the benefit of a diversified portfolio of securities that cuts across the different asset classes. These are appropriate for investors looking for growth without taking too much risk.

The funds are also partly affected by fluctuations of share prices in the stock markets.

Benefits and features of Balanced Fund:

  • Start with a minimum of just N10,000
  • Achieve long-term capital appreciation and income
  • No withholding tax and no VAT on dividends
  • Minimum holding period of 90 days
  • High liquidity (24-hour redemption)
  • Diversified portfolio of equity investments and fixed income
  • Open-ended funds; they are open for new and additional investment
  • Option to switch among the distinct Funds
  • Free entry and exit
  • Online access to your portfolio
  • Professional expertise of Fund Manager
  • Free entry and exit (liquidity)
  • Memorandum listing on the Nigerian Stock Exchange (NSE)
  • Separate Accounting/Auditing of each Fund
  • Opportunity to invest on behalf of minors
  • Valuation is done daily
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