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PACAM Balanced Fund

This Fund invests in a combination of equities and fixed income instruments giving you a chance to maximize the benefits across these asset classes. The Fund allocation model emphasizes diversification and stability of investment using fixed income asset class to balance out the volatility of equity investments whilst maximizing benefits of both asset classes.

Asset Allocation

Asset Class Asset Allocation
Equities 40 – 60
Fixed Income & Money Market 40 – 60

Fund objective definition

The primary objective of the Fund is to achieve long term capital appreciation, capital preservation as well as provide a stable stream of income to investors by investing the Fund’s assets across a mix of high quality listed equities on the floor of the Nigerian Stock Exchange, investment grade Fixed Income instruments, Money Market instruments & Real Estate Assets in Nigeria.

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How to Invest

Select and complete appropriate form from options below. Attach either a cheque issued in favor of PACAM Balanced Fund or deposit slip with payment already made to UBA Nominees Ltd. FBN Trustees/PACAM Balanced Fund at UBA Plc Account No. 1019045402.  The proof of transfer /deposit slip/transfer form can be forwarded to PAC Asset Management via email at and hard copies forwarded to No. 8A Elsie Femi Pearse, Off Adeola Odeku, Victoria Island, Lagos.

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