Stanbic IBTC Conservative Fund
The investment objective of Stanbic IBTC Conservative Fund is to ensure safety of funds with minimal exposure to the equities market in order to benefit from the returns applicable to equities. Thus, the target asset allocation is biased towards Fixed Income securities. The Fund invests a maximum of 30% of its AUM in listed stocks and a minimum of 70% in Fixed Income securities.
Some of the benefits
Convenience
You can transact from anywhere with our online platforms (Mobile App and Web Portal)
Diversification
Our Mutual Funds mitigate investment risks by investing across a diverse range of assets thus avoiding concentration risk
Flexibility
Our array of investment products are designed to suit your financial needs. You can easily subscribe for/and redeem your investments
Security
Invest with us with the knowledge that your investment is safe
Highlights
- The Fund invests a maximum of 30% of its portfolio in equities quoted on the Nigerian Stock Exchange (NSE) and minimum of 70% in fixed income securities
- The minimum investment amount is N20 million
- It is an open ended Fund
- The risk profile of the Fund is “Moderate ”
- The management fee is 1% per annum
Benefits
- Professional Fund Management
- Online Access
- Diversification of portfolio
- Risk Mitigation
How to invest
Complete this Subscription Form and submit at any branch of Stanbic IBTC nationwide with the following documentation. Please note that you are not required to make payment at this stage. Below is a list of items you are to submit with the subscription form;
- One passport photograph for each applicant
- A government issued identity card (national ID card, Driver’s license, International Passport, Voter’s card etc.)
- Proof of address showing your name/surname
The account will be opened within one business day and your e-account number will be sent to you via email
Upon receipt of the e-account number, transfer the amount to be invested to the designated bank account (find below) using your e-account number as reference/remark etc.
Bank Details
Bank UBA
Account Name UBA NOM FIRST TRUSTEES STANBICIBTC CONSERVATIVE FUND
Account Number 1023417897
Get Started
To get started, you can send us an email at [email protected]
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Highlights
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Benefits
-
How to invest
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Get Started
- The Fund invests a maximum of 30% of its portfolio in equities quoted on the Nigerian Stock Exchange (NSE) and minimum of 70% in fixed income securities
- The minimum investment amount is N20 million
- It is an open ended Fund
- The risk profile of the Fund is “Moderate ”
- The management fee is 1% per annum
- Professional Fund Management
- Online Access
- Diversification of portfolio
- Risk Mitigation
Complete this Subscription Form and submit at any branch of Stanbic IBTC nationwide with the following documentation. Please note that you are not required to make payment at this stage. Below is a list of items you are to submit with the subscription form;
- One passport photograph for each applicant
- A government issued identity card (national ID card, Driver’s license, International Passport, Voter’s card etc.)
- Proof of address showing your name/surname
The account will be opened within one business day and your e-account number will be sent to you via email
Upon receipt of the e-account number, transfer the amount to be invested to the designated bank account (find below) using your e-account number as reference/remark etc.
Bank Details
Bank UBA
Account Name UBA NOM FIRST TRUSTEES STANBICIBTC CONSERVATIVE FUND
Account Number 1023417897
To get started, you can send us an email at [email protected]