Balanced Strategy Fund

Fund Type: Open-Ended Fund

Scheme Type: Balanced

Age: Since September 2008

Risk: Medium

Horizon: Medium -Long Term


Bid Price: ₦13.30 November 15, 2022

Offer Price: ₦13.42 November 15, 2022

[FundPrice fund_type=zinf_fund fund_type_value=bid_price]

Total return YTD: 0.84% November 15, 2022

Zenith Balanced Strategy Fund Performance


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Fund Manager

Quantum Zenith Asset Management & Investments Limited

Investment Objective

The Fund seeks total return through investment in select group of Equities and Fixed grade income securities.


A discretionary managed portfolio using select Nigerian equities and treasuries to achieve high total investment return over the long term.

Minimum Investment

₦10,000 Minimum Lump sum
₦1,000 Minimum additional Purchase

Management Fees



[asset_allocation fund_type=’equity_fund’]

Asset Allocation

Cash and Equivalents: 0%-5%

Money Market Securities: 0%-40%

Bond Instruments: 20%-60% 

Equities: 40%-60%


Trustees: GTL Trustees Limited
Custodian: Citibank Nigeria Limited
Registrars: Meristem Registrars Limited

Annual Reports

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