Mutual Funds

Regardless of your income, achieving your financial goals is attainable by investing in mutual funds. We work to understand your needs and match your objectives to our various mutual funds.

Mutual funds provide you with access to investment markets by pooling your money with the money of several other individuals with similar investment goals. By diversifying your investments, mutual funds assist with minimising the potential risks typically associated with investing. Mutual funds differ to stocks as they are not traded on an exchange and investors can buy and sell through a Fund manager at any time. Units are created and sold to new investors on a continuous basis, so you can either invest a lump sum or save on a regular basis. Our mutual funds are regulated by the Securities and Exchange Commission (SEC) of Nigeria.

FBN Money Market Fund

Short-to-medium term investment solution with low risk and typically offers higher interest rates with income distributions made Quarterly.

Minimum Investment: N5,000

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FBN Fixed Income Fund

Regular income with exposure to the bond market which typically offers competitive returns over a 3-4 year invesment horizon with income distributions made semi-annually.

Minimum Investment: N50,000

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FBN Heritage Fund

Superior capital growth with diversification across equities, bonds and treasury bills which typically offers competiive returns over a 3-5 year investment horizon with income distributions made annually.

Minimum Investment: N50,000

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FBN Nigeria Eurobond (USD) Fund

Steady income with exposure to USD denominated debt instruments with low-medium risk which typically offers competitive returns over a 3-5 year investment horizon.

Minimum investment (Retail Unit Class): US$ 1,000

Minimum investment (Institutional Unit Class): US$ 100,000

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FBN Nigeria Smart Beta Equity Fund

Long-term capital growth by investing primarily in a portfolio of equities listed in Nigeria, with high risk which typically offers competitive returns over a 3-5 year investment horizon.

Minimum Investment: N50,000

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*Units redeemed earlier than the minimum holding period will incur a processing fee of 20% on the income earned on the value of such redemptions.

For more information, let us contact you.