Stanbic IBTC Guaranteed Investment Fund
STANBIC IBTC ASSET MANAGEMENT
About the fund
The Stanbic IBTC Guaranteed Investment Fund aims to achieve both capital preservation and growth on investment. If you are looking for a fixed income investment that has a little exposure to equities, the Stanbic IBTC Guaranteed Investment Fund is ideal for you. The exposure to stocks/equities in the fund gives investors opportunity to take advantage of upswings in the stock market. Investors may also witness volatility when the performance of the stock market is not favorable. However, the fund guarantees investors’ principal amount against diminution in value provided the investment is held for a minimum period of three months. A minimum of 70% of the fund is invested in bonds, while a maximum of 30% of its assets are invested in money market instruments including treasury bills. In addition, a maximum of 10% of the asset of the fund can be invested in listed equities.
Fund Information
Min Amount
₦5,000.00
Max Amount
₦1,000,000,000.00
Yield-to-date
2.6%
Fund Size
₦7.53 billion
Minimum tenor
3 Months
Maximum tenor
100 Months
Permit top-up
Yes
Permit roll over
Yes
Roll-over type
Principal Only, Principal plus Interest, With Top-up
Permit Early termination
Yes
Management fee
1%
Processing time
48 Hours
Launch date
30th of Nov, 2007
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 70% FGN & Corporate Bonds | Maximum 30% Money Market | Maximum 10% equities
Fund manager
Stanbic IBTC Guaranteed Investment Fund
Product available in
Nigeria
States present
37
Requirements
How to invest
Click on the button to begin your investment journey
Calculator
Please note that whatever you calculate is just an estimation
How to earn
Interest Income and Capital gains distributions. In addition, fund shares can be sold for a profit
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