Stanbic Dollar Fixed Income Fund (USD)
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Stanbic Dollar Fixed Income Fund (USD) aims to provide currency diversification, income generation, and stable growth. It seeks to achieve this by investing in high-quality Eurobonds, short term USD deposits and offshore assets. The fund is suitable for individuals who want long-term capital growth and periodic income return from a well-diversified USD based Portfolio. Investors who typically plan to invest for a period of over two years with a medium to long term horizon might consider this fund.
USD 100
Minimum Fund Amount
*5.66%
Annual Return Rate
Some of the benefits
Convenience
Transact seamlessly on our online platforms.
Diversification
Mitigate investment risks through a strategic asset diversification approach.
Flexibility
Easily subscribe for/and redeem your investments
Security
Invest safely with our secure banking features
How to Invest
To start investing, use any of the options below:
- Dial our USSD Code *208#.
- Click here to access application form. Fill and submit to [email protected] or drop at your nearest branch.
- Visit any of our Stanbic Bank branch.
- Email us at [email protected].
*5.66% annual return yield is subject to change on a daily basis. Past performance is not an indication of future performance. Terms and Conditions apply
Stanbic Unit Trust Funds are products of SBG Securities Limited, which is a subsidiary of Stanbic Holdings Plc and a licensed Investment Bank regulated by the Capital Markets Authority. These funds are distributed by Stanbic Bank Kenya Limited and may also be distributed by authorised agents of SBG Securities limited and Stanbic Bank Kenya Limited.
What is Required
For Individual/Joint Accounts
- Copy of I.D or Passport
- Coloured Passport photo
- Copy of KRA PIN Certificate
- Copy of Tax Exemption Certificate (If applicable)
- *Proof of Banking details i.e. copy of Debit/ATM card or Certified Bank Statement (not older than 3 months) or original Cancelled Cheque
For Companies
- Copy of Certificate of Incorporation
- Copy of Memorandum and articles of association
- Current CR12
- Copy of KRA PIN Certificate for the firm/organization
- Copy of Tax Exemption Certificate (if applicable)
- Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
- Copy of National ID or Passport for all signatories and directors
- Passport size photo for all signatories and directors
- Copy of KRA PIN Certificate for all signatories and directors
- Proof of Banking details i.e. Certified Bank Statement (not older than 3 months) or Cancelled Cheque
- Ultimate Beneficial Owner Form
For Partnership
- Copy of Partnership Agreement
- Copy of Certificate of registration
- Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
- Copy of National ID or Passport for all partners
- Passport size photo for all partners
- Copy of KRA PIN Certificate for all partners
- Proof of Banking details i.e. Certified Bank Statement (not older than 3 months) or Cancelled Cheque
For Trust Fund
- Copy of Trust deed or other founding documents
- Copy of Certificate of registration
- KRA PIN certificate
- Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
- Copy of National ID or Passport for all authorised persons, trustees and beneficiaries
- Passport size photo for all trustees, beneficiaries and authorized persons
- Copy of KRA PIN Certificate for all trustees, beneficiaries and authorized persons
- Proof of Banking details i.e. Certified Bank Statement (not older than 3 months) or Cancelled Cheque
- Ultimate Beneficial Owner Form
How to Redeem
To redeem a part or all your investments at any time:
- Option 1: Login to your Unit Trust account via the web or mobile app and initiate a redemption. The proceeds of your redemption will be transferred to your nominated bank account within two (2) working days.
The online redemption service is convenient, flexible and safe. *Please note that this service is available to individual and joint account holders only. Institutional subscribers (e.g. Corporates, NGOs, Churches etc.) cannot be granted access to this service. - Option 2: Fill in a Redemption Form and submit at any of our branches nationwide. The proceeds of your redemption will be transferred to your nominated bank account within two(2) working days.
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How to Invest
-
What is Required
-
How to Redeem
To start investing, use any of the options below:
- Dial our USSD Code *208#.
- Click here to access application form. Fill and submit to [email protected] or drop at your nearest branch.
- Visit any of our Stanbic Bank branch.
- Email us at [email protected].
*5.66% annual return yield is subject to change on a daily basis. Past performance is not an indication of future performance. Terms and Conditions apply
Stanbic Unit Trust Funds are products of SBG Securities Limited, which is a subsidiary of Stanbic Holdings Plc and a licensed Investment Bank regulated by the Capital Markets Authority. These funds are distributed by Stanbic Bank Kenya Limited and may also be distributed by authorised agents of SBG Securities limited and Stanbic Bank Kenya Limited.
For Individual/Joint Accounts
- Copy of I.D or Passport
- Coloured Passport photo
- Copy of KRA PIN Certificate
- Copy of Tax Exemption Certificate (If applicable)
- *Proof of Banking details i.e. copy of Debit/ATM card or Certified Bank Statement (not older than 3 months) or original Cancelled Cheque
For Companies
- Copy of Certificate of Incorporation
- Copy of Memorandum and articles of association
- Current CR12
- Copy of KRA PIN Certificate for the firm/organization
- Copy of Tax Exemption Certificate (if applicable)
- Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
- Copy of National ID or Passport for all signatories and directors
- Passport size photo for all signatories and directors
- Copy of KRA PIN Certificate for all signatories and directors
- Proof of Banking details i.e. Certified Bank Statement (not older than 3 months) or Cancelled Cheque
- Ultimate Beneficial Owner Form
For Partnership
- Copy of Partnership Agreement
- Copy of Certificate of registration
- Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
- Copy of National ID or Passport for all partners
- Passport size photo for all partners
- Copy of KRA PIN Certificate for all partners
- Proof of Banking details i.e. Certified Bank Statement (not older than 3 months) or Cancelled Cheque
For Trust Fund
- Copy of Trust deed or other founding documents
- Copy of Certificate of registration
- KRA PIN certificate
- Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
- Copy of National ID or Passport for all authorised persons, trustees and beneficiaries
- Passport size photo for all trustees, beneficiaries and authorized persons
- Copy of KRA PIN Certificate for all trustees, beneficiaries and authorized persons
- Proof of Banking details i.e. Certified Bank Statement (not older than 3 months) or Cancelled Cheque
- Ultimate Beneficial Owner Form
To redeem a part or all your investments at any time:
- Option 1: Login to your Unit Trust account via the web or mobile app and initiate a redemption. The proceeds of your redemption will be transferred to your nominated bank account within two (2) working days.
The online redemption service is convenient, flexible and safe. *Please note that this service is available to individual and joint account holders only. Institutional subscribers (e.g. Corporates, NGOs, Churches etc.) cannot be granted access to this service. - Option 2: Fill in a Redemption Form and submit at any of our branches nationwide. The proceeds of your redemption will be transferred to your nominated bank account within two(2) working days.
Download the Stanbic Dollar Fixed Income Fund application form, fill the required details and email it to [email protected] or drop it at your nearest Stanbic Bank branch and we will get back to you for further engagements.
Download the Stanbic Dollar Fixed Income Fund application form, fill the required details and email it to [email protected] or drop it at your nearest Stanbic Bank branch and we will get back to you for further engagements.