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About the fund
Low Risk
Balanced Fund

The objective of the United Capital Balanced Fund is to achieve long-term capital appreciation and income distribution through investment in a portfolio of securities and instruments as specified in the Trust Deed. The Fund is targeted at investors who seek a blend of safety and regular income The Fund holds equities and fixed income assets in a blended proportion. The securities are held in relatively small proportions to diversify unsystematic risk in the portfolio.

Yield-to-date returns graph (YTD%)
DWMY
  • YTD Value
  • Benchmark Value
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Fund Information
Unit Price
₦1
Min. unit
10000
Yield-to-date
10.23%
Management fee
1.5%
Processing time
48 Hours
Fund size
1.86bn
Permit top-up
Yes
Permit roll over
No
Roll-over type
With Top-up, Principal plus Interest, Principal Only
Permit Early termination
Yes
Minimum tenor
3 Months
Maximum tenor
36 Months
Launch date
Dec 31, 2005
Status of fund
Open Ended
Transaction fee
N/A
Expense ratio
N/A
Age limit
18 - 75 years
Provider's page
view provider
Nature of fund
Short Term Instruments:
Fund manager
UTL/UCAML BALANCED FUND ACCOUNT
Product available in
Nigeria
States present
37
Requirements
Utility Bill of Applicant (Water Rate, Tenement, Rent Receipt or Power)
Valid means of identification (Int'l passport, Driver’s license, National ID, Voter’s card)
Recent Passport Photograph
How to invest

Click on the open account button

Click on the Invest to begin your investment journey

Calculator

Please note that whatever you calculate is just an estimation
How many units do you want to buy?
10000
Price Per Unit
Tenor (Months)
Yield-to-date returns
Maturity Date
Total investment return

Investment Summary

How to earn

Return is earned daily depending on the prevailing rate. Dividend (Accrued interest) is added to principal every year.

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All rights reserved. © 2024 AfricaCompare Limited
All rights reserved. © 2024AfricaCompare Limited
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