ASSET MANAGEMENT
Bond Fund
The main objective of the Bond Fund is to achieve
consistent income streams through investment in select
portfolio of securities and investments specied in the
Trust Deed. The Fund’s assets are invested in Federal
Equity Fund
Government bonds, Sub national bonds, corporate
bonds (75%) and high-quality money market securities
(25%). The Fund is not affected by the uctuations in the
equity markets. However, opportunities of capital
appreciation are dependent on movements in market
yields. Investors enjoy protection from equity market
volatility, long term capital preservation and growth as
well as a low minimum entry threshold of N10,000 and
multiples of N1000 subsequently.
The United Capital Equity Fund Invests in quoted
equities that are traded on the Floor of the Nigerian
Stock Exchange (NSE). The objective of the Fund is to
achieve high returns over a medium to long-term
period. It is diverse and has a low entry threshold of
N10,000 and subsequent investments starting as low as
N1000 and multiples of it. It also allows the investor to
enjoy the professional expertise of our fund manager.
Balanced Fund
The United Capital Balanced fund is an actively
managed open-ended unit trust whose primary
objective is to provide investors and beneciaries with We also offer specialist services in the identication,
long term capital appreciation and income distribution analysis, advisory and management of alternative
through investment in a portfolio of securities and investments. These include unconventional assets
instruments such as quoted equities (20% to 60%), held in portfolios such as strategic share acquisitions,
money market (20% to 60%), Fixed income (10%-30%) real estate, hybrid asset structures and much more.
and bonds. Investors enjoy a low volatility on
investment returns, long-term capital growth, safety
and a well-diversied portfolio. The minimum
investment on this fund is N10,000 and multiples of
N1000 thereafter.
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Alternative Investments