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Mutual Funds

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Fixed Income Funds

Stanbic IBTC Money Market Fund

Stanbic IBTC Dollar Fund

Stanbic IBTC Shari’ah Fixed Income Fund

Stanbic IBTC Guaranteed Investment Fund

Stanbic IBTC Enhanced Short-Term Fixed Income Fund

Equity Biased Funds

Stanbic IBTC Nigerian Equity Fund

Stanbic IBTC Ethical Fund

Stanbic IBTC Imaan Fund

Stanbic IBTC Balanced Fund

Stanbic IBTC ETF 30 The ETF 30 is an ETF that provides investors access to a basket of the 30 most capitalized and liquid public quoted companies on The Nigerian Exchange Limited (“NGX”) Learn More

SIAML Pension ETF 40 The ETF 40 aims to replicate as closely as possible, the total return of The Nigerian Exchange Limited (NGX) Pension Index Learn More

Independently Managed Portfolios Our Independent Portfolios offer investors tailor-made portfolio management services with desired level of discretion as to the investment Learn More

Scheme Administration We partner with multi-national companies, bodies, organizations, foundations, etc. to establish Staff Savings Schemes Learn More

Investment Advisory Services
Our investment advisory service, designed for institutional investors to discuss portfolio strategies and the investment terrain
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Stanbic IBTC Absolute Return Fund
The Fund is to ensure the preservation of capital with minimal risk
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Stanbic IBTC Aggressive Fund
The Aggressive Fund is to provide liquidity and ensure sustainable attractive returns over the long-term
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Stanbic IBTC Conservative Fund
The Fund is to ensure safety of funds with minimal exposure to the equities market
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Stanbic IBTC Infrastructure Fund Learn More

UPDC Real Estate Investment Trust (REIT) Learn More
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Fact Sheet View and download quarterly mutual funds report and factsheets Learn More

Financial Report Get access to all mutual fund annual financial reports Learn More

Fund Performance View details of our top performing funds Learn More

Mutual fund price history View price history on all mutual funds Learn More

FAQs General frequently asked questions on your investments Learn More

How-to Videos Learn More

All Downloads Download the latest update and account opening forms for all mutual funds. Learn More

Know How Videos Our know-how videos provide information on our products and services Learn More

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Fund Performance

Fund Performance May 2024

Fund Performance Report

2023-06-02

135KB

PDF

Fund Performance Report

Fund Performance October 2023

Fund Performance Report

2023-11-15

137KB

PDF

Fund Performance Report

Fund Performance September 2023

Fund Performance Report

2023-10-05

123KB

PDF

Fund Performance Report

Fund Performance August 2023

Fund Performance Report

2023-09-06

123KB

PDF

Fund Performance Report

Fund Performance July 2023

Fund Performance Report

2023-08-04

123KB

PDF

Fund Performance Report

Fund Performance June 2023

Fund Performance Report

2023-07-06

121KB

PDF

Fund Performance Report

Fund Performance May 2023

Fund Performance Report

2023-06-02

135KB

PDF

Fund Performance Report

Fund Performance April 2023

Fund Performance Report

2023-05-03

149KB

PDF

Fund Performance Report

Fund Performance March 2023

Fund Performance Report

2023-04-18

135KB

PDF

Fund Performance Report

Fund Performance February 2023

Fund Performance Report

2023-03-09

133KB

PDF

Fund Performance Report

Fund Performance January 2023

Fund Performance Report

2023-02-08

135KB

PDF

Fund Performance Report

Fund Performance December 2022

Fund Performance Report

2022-12-27

135KB

PDF

Fund Performance Report

Fund Performance November 2022

Fund Performance Report

2022-12-09

109KB

PDF

Fund Performance Report

Fund Performance October 2022

Fund Performance Report

2022-09-05

109KB

PDF

Fund Performance Report

Fund Performance September 2022

Fund Performance Report

2022-09-05

126KB

PDF

Fund Performance Report

Fund Performance August 2022

Fund Performance Report

2022-09-05

126KB

PDF

Fund Performance Report

Fund Performance July 2022

Fund Performance Report

2022-08-08

121KB

PDF

Fund Performance Report

Fund Performance June 2022

Fund Performance Report

2022-07-04

122KB

PDF

Fund Performance Report

Fund Performance May 2022

Fund Performance Report

2022-05-20

187KB

PDF

Fund Performance Report