FBN HERITAGE FUND

Your children will thank you


The FBN Heritage Fund’s objective is to achieve superior returns over a long-term investment period. A long term investment that offers diversification by investing in multiple asset classes



Minimum Balance

With as low as N50,000 you can start investing in the FBN Heritage Fund, a multi-asset mutual fund suitable for investors with an appetite for earning greater rewards over a long-term period.

Competitive Returns

The FBN Heritage Fund offers competitive rate of returns on investments, pays dividends annually and offers higher rates than standard bank savings accounts

Diverse Portfolio

The focus of this fund is to invest in equities, bonds, money market instruments, real estate investments and other securities in the capital markets.

Quick Facts About The Fund


The fund is a multi-asset mutual fund suitable for investors with an appetite for earning greater rewards over a long-term period. Although the FBN Heritage Fund has a medium risk profile, it typically offers high returns when compared to other mutual funds with a lower risk profile.

Launch Date:

  1st April 2008




Fund Size:

  N3.72bn

Benchmark:

  Composite benchmark



Base Currency:

  Naira (N)

Risk Profile:

  Medium




Fund Strategy


The fund is an open ended mutual fund that invests in a diversified portfolio of high quality Nigerian companies, long term debt instrument of Nigerian Federal and state government and money market securities such as Treasury Bills, Commercial papers, Bankers Acceptances and Fixed Deposits. The fund may also invest in Nigerian real estate and real estate securities

Cumulative Performance

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Assets allocation ranges

The fund's assets can be broadly broken down as follows:

  Is invested in stocks
20% - 65%
  Is invested in bonds
10% - 25%
  Is invested in money market securities
10% - 75%

START YOUR INVESTMENT PLAN


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