Stanbic IBTC Balanced Fund

STANBIC IBTC ASSET MANAGEMENT

About the fund

Medium Risk
Balanced Fund

The Stanbic IBTC Balanced Fund gives investors an almost equal exposure to both the stock/equity market and fixed income market. Investors seeking to have a well-diversified portfolio of both equities and fixed income investments (treasury bills, commercial papers) would find this fund appealing. The fund aims to provide stable capital appreciation by investing a minimum of 40% and maximum of 60% in equities and a maximum of 60% in money market instruments and a minimum of 20% in fixed income instruments.

Fund Information

Min Amount
₦5,000.00
Max Amount
₦1,000,000,000.00
Yield-to-date
9.86%
Fund Size
N2.94 Billion
Minimum tenor
3 Months
Maximum tenor
36 Months
Permit top-up
Yes
Permit roll over
Yes
Roll-over type
Principal Only, With Top-up, Principal plus Interest
Permit Early termination
Yes
Management fee
1.5%
Processing time
48 Hours
Launch date
31st of Dec, 2011
Status of fund
Open Ended
Transaction fee
N/A
Expense ratio
N/A
Age limit
18 - 75 years
Provider's page
view provider
Nature of fund
Minimum 40% Equity | Minimum 40% Money Market Instruments | Minimum 20% Bonds
Fund manager
N/A
Product available in
Nigeria
States present
37
Requirements
Recent Passport Photograph
Utility Bill of Applicant (Water Rate, Tenement, Rent Receipt or Power)
Evidence of payment to the mutual fund account of choice.
Valid means of identification (Int'l passport, Driver’s license, National ID, Voter’s card)
One passport photograph
Proof of Address (PHCN, Water bill, Waste disposal bill, tenement, etc.)
Completed application form.
How to invest

Click on the open accou t button

Click on the button to begin your investment journey

Calculator

Please note that whatever you calculate is just an estimation

₦
Investment Summary
Risk profileMedium
Tenor (months)3
Annualized year to date return9.86%
Projected return₦0
Total investment return₦0
How to earn

Interest Income and Capital gains distributions. In addition, fund shares can be sold for a profit

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