Side by side
Compare our funds
Risk, fees, dealing and an illustration of what a sum could become over five years at example rates.
| Money Market | Fixed Income | Balanced | Equity | Dollar | |
|---|---|---|---|---|---|
| Example yield or year to date | 21.4% | 19.6% | +22.4% | +31.8% | 8.2% |
| Risk | 1 of 5 | 2 of 5 | 3 of 5 | 5 of 5 | 2 of 5 |
| Annual fee | 0.75% | 1.0% | 1.5% | 1.75% | 1.0% |
| Minimum | ₦5,000 | ₦10,000 | ₦10,000 | ₦10,000 | $500 |
| Withdrawals | 1 working day | 3 working days | 3 working days | 3 working days | 3 working days |
| Best for | Under 2 years | 2 to 5 years | 5 to 10 years | Over 10 years | Dollar costs |
Fees in naira
What a sum costs, and could become
Move the slider. Fees are a year's management fee. Five year values use example rates only.
| Fund | Fee in year one | After five years, example |
|---|---|---|
| Money Market | ||
| Fixed Income | ||
| Balanced | ||
| Equity | ||
| Dollar |
Example rates and figures for this demo. The value of investments can fall as well as rise, past performance is not a guide to the future and returns are not promised. The Dollar Fund figures are shown in naira at a fixed example exchange rate.
Past years
Calendar year returns
| Year | Money Market | Fixed Income | Balanced | Equity | Dollar |
|---|---|---|---|---|---|
| 2021 | +8.9% | +9.8% | +12.4% | +21.7% | +6.1% |
| 2022 | +10.4% | +7.2% | +4.8% | -3.4% | +5.4% |
| 2023 | +12.1% | +11.5% | +21.6% | +38.9% | +7.0% |
| 2024 | +18.6% | +14.9% | +18.2% | +27.5% | +7.6% |
| 2025 | +22.3% | +19.1% | +24.9% | +41.2% | +8.1% |
Example rates and figures for this demo. The value of investments can fall as well as rise, past performance is not a guide to the future and returns are not promised.
Questions
Comparing funds
Its return comes almost entirely from interest, so a yield is meaningful. Share and balanced funds move with prices, so we show past returns instead.
Not on its own. Share funds cost more to run well. Compare what is left after fees over the years you plan to hold.
Pick with confidence
Ask the assistant to suggest a fund for your goal, or speak to an adviser.