Balanced Strategy Fund

Balanced Strategy Fund is a balanced funds managed by Zenith Asset Management Ltd. It holds NGN 8.23B in net assets, ranking #68 out of 199 mutual funds and #8 out of 29 similar funds.

Balanced funds combine growth and income objectives, so the useful comparison is not only return but also how much capital has gathered in the fund relative to peers.

Currently, Balanced Strategy Fund's reported year-to-date yield is 40.77% and its reported week-to-date yield is 3.2%. Treat these as yield indicators for comparison, not as proof that the fund earned 3.2% in one week or delivered a cumulative 40.77% investor return year to date.

The bid price is NGN 47.75 and the offer price is NGN 48.36, leaving a spread of NGN 0.61. A wider spread can matter for entry and exit pricing, so it should be checked against the manager's current dealing terms.

6,309 unitholders is useful context, but it should be read with NAV because a smaller holder count can still represent meaningful institutional or high-ticket participation. The fund accounts for 0.09% of total fund NAV and 5.38% of funds with the same type.