The Alpha Morgan Balanced Fund is a professionally managed fund that aims to provide capital appreciation over time while mitigating the volatility associated with investments in equities by investing in fixed-income securities. The fund is geared toward investors seeking for a fine blend of safety, income, and modest capital appreciation.

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What is a Balanced Fund?

A Balanced Fund is a Mutual Fund that predictably comprises of a mix of fixed income/money market securities and equities. The aim of the Balanced Fund is to provide capital appreciation over time while mitigating against the volatility associated with investments in equities by investing in fixed income securities. The Fund is geared towards investors seeking for a mix of safety, income and modest capital appreciation.

USD Investments

We offer fixed rate, short-term dollar investments for 90, 180 and 365 days at negotiable interest rates.

Equity Portfolio Management

Our commitment to exceptional service and value creation is evident in our equity portfolio management service. By following well-defined parameters for stock selection and investment based on the dynamic trends of the equity market, our equity portfolios are modified to meet client objectives. We provide our clients with investment strategies that yield capital appreciation and dividend income, while also hedging inflation and other externalities.

Fixed Income Portfolio Management

Our Fixed Income portfolios combine a myriad of investment strategies to ensure capital preservation and optimize returns. We are unwavering in our desire to mitigate the wiles of unfavorable investment environments, and our experience in the industry allows us to match our clients’ goals and risk tolerance with the right variety of fixed income opportunities. Our Fixed Income portfolio consists of Treasury Bills, FGN Bonds, Commercial Papers, State Bonds, Corporate Bonds, Eurobonds, Certificates of Deposits, and more. Our outstanding research capability, vastly experienced Treasury Traders and industry knowledge provides our clients the edge to make the most of their Fixed Income Portfolio.

FAQ

A Balanced Fund is a Mutual Fund that predictably comprises of a mix of fixed income/money market securities and equities. The aim of the Balanced Fund is to provide capital appreciation over time while mitigating against the volatility associated with investments in equities by investing in fixed income securities. The Fund is geared towards investors seeking for a mix of safety, income and modest capital appreciation
The fund invests in a blend of Equities Securities quoted on the Nigerian Exchange Limited (NGX) and in high quality Fixed Income Securities.
No. Generally, Mutual Funds do not offer guaranteed returns to the investors. The return on the Fund is dependent on the performance of the underlying assets and the ability of the fund manager to efficiently manage the risk and return tradeoff.
Firstly, the performance of a Balanced Fund can be benchmarked against other Funds of similar type. The fund can also be measured against an established market index. The Alpha Morgan Balanced Fund can be benchmarked against the average composite index of the NGX 50, S&P Sovereign Bond index and 90 day treasury bill index.