…Halo Fairness, Alpha Morgan, others return over 50%
The highest 10 best-performing mutual funds in Nigeria all returned over 30 p.c to traders within the first half (H1) of 2025, in accordance with the latest knowledge obtained from Weekly Internet Asset Worth Knowledge of the Securities and Alternate Fee (SEC) Nigeria.
At over 30 p.c return, traders are assured optimistic actual returns on their investments, as the present inflation price reads decrease at 22.9 p.c as of Could 2025.
The highest-performing mutual funds are made up of 4 fairness mutual funds, 4 balanced funds, and two Sharia-compliant funds – all of that are closely invested within the Nigerian Alternate Market (NGX).
Within the H1 of 2025, the NGX delivered a robust efficiency, advancing by 16.57 p.c. Analysts venture that the inventory market will carry out even higher within the second half (H1) of the yr, with over 30 p.c returns.
Learn additionally: H1 Popoola-led NGX Group redefining Nigeria’s capital market for global future
The projections are supported by quicker execution of banking sector recapitalisation.
Analysts additionally base their projections on profitable big-ticket listings, international change (FX) stability, Q3/This autumn earnings’ expectations in banking, cement, and telecom sectors, and sure CBN price cuts by the third quarter (Q3) of 2025.
Regardless of these, there are 10 best-performing mutual funds, in accordance with knowledge obtained from the SEC.
All of the mutual funds talked about under may be bought with a minimal of N10,000.
Halo Fairness Fund – 90%
Halo Fairness Fund is managed by Halo Asset Administration Restricted. It had a 90 p.c yield within the H1 of 2025. It swimming pools collectively traders’ funds to attain capital appreciation and earnings era on its belongings. It goals to attain its aims via high-risk investments in equities in varied sectors of the Nigerian capital market and optimises returns on funding in short-dated cash market belongings with a long-term funding horizon.
Alpha Morgan Balanced Fund- 67.84%
Alpha Morgan Capital Managers Restricted delivered a formidable H1 2025 yield of 67.84 p.c.
It invests in a mix of fairness securities quoted on the Nigerian Alternate Restricted NGX) and in high-quality fixed-income securities.
Coral Balanced Fund- 67.70%
This fund is managed by FSDH Asset Administration Ltd. It returned 67.70 p.c to traders in H1 of 2025.
That is an actively managed, open-ended unit belief scheme that invests a most of 65 p.c in equities quoted on the NGX and the steadiness in fixed-income securities.
Warranty Belief Fairness Earnings Fund – 56.21%
The Warranty Belief Fairness Earnings Fund, managed by Warranty Belief Fund Managers, additionally had a exceptional first half, securing a 56.21 p.c yield.
It focuses on dividend-paying shares, making it a favorite amongst income-seeking traders.
Zrosk Magna Fairness Fund – 42.34%
Zrosk Magna Fairness Fund from Zrosk Funding Administration Restricted delivered a 42.34 p.c return.
The fund consists of high-conviction equities chosen by the agency’s skilled group who leverages insights to establish counters that align with purchasers’ targets.
Paramount Fairness Fund- 40.66%
Paramount Fairness Fund from Chapel Hill Denham Mgt. Restricted delivered a 40.66 p.c return within the H1 of 2025.
The Paramount Fund is Nigeria’s oldest mutual fund, which invests in a broad vary of high-quality equities and glued earnings securities. It offers the investor with an funding car that achieves constant capital appreciation and earnings era over the long run.
Learn additionally: NGX records largest single day gain in 2025
Stanbic IBTC Imaan Fund-40.49 %
The Stanbic IBTC Imaan Fund is managed by Stanbic IBTC Asset Administration. It achieved a 40.49 p.c yield within the interval underneath assessment.
The Stanbic IBTC Imaan Fund seeks progress of capital for traders whereas adhering to Islamic ideas of investing.
The fund is made up of a minimal of 70 p.c of the portfolio invested in Shariah-compliant shares/equities and a most of 30 p.c in different Shariah-compliant belongings similar to Sukuks, with the approval of an Advisory Committee of Consultants.
Islamic ideas typically prohibit investments in sure companies (e.g., alcohol, tobacco, and playing) and investments in interest-bearing debt obligations or companies that derive curiosity earnings as their major supply of earnings.
Balanced Technique Fund-36.32%
Balanced Technique Fund returned 36.32 p.c within the H1 of 2025. It’s a medium-to-high threat, open-ended mutual fund that invests in a diversified number of corporations listed on the NGX, in addition to federal, state, and company bonds which can be of funding grade, together with a broad vary of cash market securities.
ESG Affect Fund- 35.71%
The ESG Affect Fund is managed by Quantum Zenith Asset Administration & Investments Restricted.
It seeks whole returns via investments in a choose group of equities and fixed-grade earnings securities that meet the traders’ social duty constraints.
This mutual fund allocates 40 p.c -60 p.c to each equities and bonds for progress and stability. It additionally contains 5 p.c to twenty p.c in cash market securities for liquidity and low threat, with a versatile zero to 5 p.c in money.
Learn additionally: NGX, BOI empower SMEs with skills to access funding through capital market
ARM Halal Balanced Fund – 35.68%
The ARM Halal Balanced Fund from ARM Funding Managers Restricted closed the record of H1 2025’s high performers with a 35.68 p.c yield.
The mutual fund invests in Shari’ah-compliant equities on the NGX and investment-grade Shari’ah-compliant various devices, with a 51.22 p.c allocation in fairness and 48.78 p.c in various investments.
