Investing In Stanbic IBTC Mutual Funds

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Investing In Stanbic IBTC Mutual Funds

Invest in Stanbic IBTC mutual Funds

Investing In Stanbic IBTC Mutual Funds

Investing In Stanbic IBTC Mutual Funds

Stanbic ibtc

Investing In Stanbic IBTC Mutual Funds

A mutual fund is an investment funded by shareholders that trade in diversified holdings and is professionally Managed. To break it down so that a layman will understand, simply understand that; A mutual fund is simply a financial body using your money, and monies collected from other contributors to do business, this financial companies then share the dividends among all investors.

Stanbic IBTC is a financial institution founded in the year 1989, 2 February. A member of the Standard bank group.

Stanbic IBTC Mutual Funds

Stanbic IBTC mutual funds is  financial investment opportunity  provided by the Institution for investors.

Stanbic IBTC mutual Funds; Types 

  • Stanbic IBTC Nigerian Equity Fund (SINEF)

Investment Objective – Significant potential upside with significant risk of capital loss.  

Asset Allocation – Min. of 60% in equity securities quoted on the NSE* and max. 40% in high quality fixed income securities. 

Minimum Investment Amount – N 5,000.00

Income Distribution – Annual Dividend. 

  • Stanbic IBTC Ethical Fund (SIEF)

Investment Objective – Significant potential upside with significant risk of capital loss. 

Asset Allocation – Min. of 60% in equities of socially responsible companies quoted on the NSE* and max. 40% in fixed income securities

Minimum Investment Amount – N 5,000.00  

Income Distribution – Annual Dividend 

  • Stanbic IBTC Imaan Fund (SIMAAN)

Investment Objective – Capital appreciation by investing in Sharia Compliant assets with significant risk of capital loss

Asset Allocation – Min. of 60% in sharia compliant equities and max. 40% in non-interest earning fixed income securities (Sukuk, cash) 

Minimum Investment Amount – N 5,000.00 

Income Distribution – none. 

  • Stanbic IBTC Balanced Fund (SIBAL)

Investment Objective – Significant potential upside with significant risk of capital loss

Asset Allocation – Max. of 60% in both quoted and un-quoted equity securities & Min. of 40% in high quality fixed income securities

Minimum Investment Amount – N 5,000.00 

Income Distribution – Annual Dividends.

  •  Stanbic IBTC Bond Fund (SIBOND) 

Investment Objective – Potential upside with moderate risk of capital loss

Asset Allocation – Min. of 65% in high quality bond securities and max. 35% in money market instruments 

Minimum Investment Amount – N 5,000.00

Income Distribution –  Bi- Annual Income Distribution 

  • Stanbic IBTC Dollar Fund (SIDF)

Investment Objective – Provides exposure to United States Dollar (USD) denominated securities whilst ensuring dollar cash flows & optimization of returns. 

Asset Allocation – Minimum of 75% in Dollar denominated fixed income securities Maximum of 25% Cash/cash equivalent shortterm dollar securities Maximum of 10% in Dollar denominated equity instruments

Minimum Investment Amount – Initial – Initial $1,000.00,  Subsequent $500.00

Income Distribution – Annual Dividend 

  • Stanbic IBTC Guaranteed Investment Fund (SIGIF)

Investment Objective – Capital preservation with potential equity upside

Asset Allocation – Min. of 75% in high quality fixed income securities and max. 25% in equities quoted on the NSE*

Minimum Investment Amount – N 5,000.00

Income Distribution – Annual Dividend. 

  • Stanbic IBTC Money Market Fund (SIMM)

Investment Objective – Capital Preservation

Asset Allocation -100% Money Market Instruments (such as treasury bills, commercial papers, banker’s acceptance e.t.c.)

Minimum Investment Amount – N 5,000.00

Income Distribution – Daily Interest 

 

  1. Minimum holding period for all funds is 90 days with the exception of SIMM, SIBOND & SIDF which are 30, 91 and 180 days respectively.SIMAAN has no minimum holding period or penal charge.
  2. There is a penalty for redeeming within the minimum holding period which is 20% on the accrued income on all funds except SIMAAN & SIGIF.
  3. Required Know-Your-Client documents for individual subscribers are: 1. Passport Photo, 2.Valid means of ID (drivers’ license, international passport,
    National ID or voter’s card),
  4. Valid proof of address e.g Utility bill, Rent receipt or Bank Statement
  5. For questions or enquiries please call 01-2805595 or 0700 MUTUAL FUNDS (0700 688825 38637), email: assetmanagement@stanbicibtc.com
    website: www.stanbicibtc.com/assetmanagement
  6.  Subscription forms shall be booked within 48 hours (excluding weekends & public holiday) upon receipt of complete account opening documentation and
    value into funds’ account.

    *Nigerian Stock Exchange (NSE)

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