Coronation Balanced Fund
The Coronation Balanced Fund is a mutual fund that acts as a portfolio of stocks and bonds. The aim is to provide a balanced return of capital and income over the long term by investing across a broad range of traditional and non-traditional asset classes and securities.
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N10,000
Minimum initial transaction size
Fund Type
Open-ended funds
Nitty 1 year, NSE 30 Index and 5-year FGN Bond
Fund Benchmarks
Features
The Fund aims to achieve capital appreciation and income generation while mitigating the volatility associated with equity investments by investing in fixed income securities.
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The objective of the Coronation Balanced Fund is to achieve capital appreciation and income generation while mitigating the volatility associated with equity investments by investing in fixed income securities
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The Fund may be suitable for medium-term focused investors looking for income and moderate growth with a relatively higher risk appetite
Contact UsBenefits
Ease of entry due to low cost
Professional Management
Ease of subscription
Because a mutual fund buys and sells large amounts of securities at a time, its transaction costs are typically lower than what you would pay as an individual investor
Ease of entry due to low cost
Ease of subscription
Because a mutual fund buys and sells large amounts of securities at a time, its transaction costs are typically lower than what you would pay as an individual investor
Professional Management
Frequently Asked Questions
All your questions answered
What is a Mutual Fund?
Mutual funds let you pool your money with other investors to "mutually" buy stocks, bonds, and other investments.
- They're run by professional money managers who decide which securities to buy (stocks, bonds, etc.) and when to sell them.
- You get exposure to all the investments in the fund and any income they generate.
- They offer a wide variety of investment strategies and styles.
How do mutual funds and Exchange Traded Funds compare?
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We are committed with partnering with our customers to achieve shared financial prosperity
Fixed Income
Investors enjoy better returns on our Fixed Income Funds as the funds actively invests in a diverse pool of investment grade fixed income securities.
Coronation Money Market Fund
The Coronation Money Market Fund is an open-ended low risk fund that seeks to deliver capital preservation, liquidity and diversification benefits while providing competitive returns.
Corporate Client Services
We provide our clients with proactive and enhanced services tailored to their strategic objectives. We utilize our expertise and innovative mind set to meet the very dynamic aspirations of our clients.