Stanbic IBTC Balanced Fund
STANBIC IBTC ASSET MANAGEMENT
About Stanbic IBTC 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.
Requirements for savings
- 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.
States Covered
Provider Details
About provider
Stanbic IBTC Asset Management is an award-winning financial institution offering an array of advisory and investment services ranging from traditional assets: equities, fixed income securities, and mutual funds, to alternative investment offerings including but not limited to unquoted equities as well as private equity options.
We have consistently created and maintained an impressive track record of effectively managing risk to deliver performance consistent with our clients’ wealth management objectives.
We have consistently created and maintained an impressive track record of effectively managing risk to deliver performance consistent with our clients’ wealth management objectives.
We provide expert financial advice and invest on our client's behalf in the following vehicles:
Nigerian Equity Fund
Ethical Fund
Guaranteed Investment Fund
Money Market Fund
Bond Fund
Exchange Traded Fund.
About Stanbic IBTC 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.
Requirements for savings
- 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.
States Covered
Provider Details
About provider
Stanbic IBTC Asset Management is an award-winning financial institution offering an array of advisory and investment services ranging from traditional assets: equities, fixed income securities, and mutual funds, to alternative investment offerings including but not limited to unquoted equities as well as private equity options.
We have consistently created and maintained an impressive track record of effectively managing risk to deliver performance consistent with our clients’ wealth management objectives.
We have consistently created and maintained an impressive track record of effectively managing risk to deliver performance consistent with our clients’ wealth management objectives.
We provide expert financial advice and invest on our client's behalf in the following vehicles:
Nigerian Equity Fund
Ethical Fund
Guaranteed Investment Fund
Money Market Fund
Bond Fund
Exchange Traded Fund.
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