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
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.
The FBN Heritage Fund offers competitive rate of returns on investments, pays dividends annually and offers higher rates than standard bank savings accounts
The focus of this fund is to invest in equities, bonds, money market instruments, real estate investments and other securities in the capital markets.
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.
1st April 2008
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