Make your dreams come true
Jane and John have many dreams and life goals. Some of them include buying a duplex in a choice location, owning two SUV and a sports car, sending their children to school abroad, having annual international holidays as well as having a luxurious retirement. Discussing their finances with each other, they felt achieving these goals is impossible. We often feel some goals are unachievable. Do you feel this way too with some of your goals? If yes, please do not worry. We have a solution for you. All your goals are achievable if you set and follow a realist financial plan for your investment objectives.
Investment objectives are the fundamental reason you are investing and they might just be the most important part of investing. Think of your objective as your destination in the journey of investing — without a place to go, you’ll just be wandering around. Likewise, without an objective, you’ll just be investing for no reason.
Defining the purpose that a portfolio serves dictates what types of investments that are needed to fulfill the purpose. When determining your own investment objectives, ask yourself a few key questions:
- What is the purpose of your money?
- How much time do you have until you need this money?
- How much risk are you willing to take to achieve above-average returns?
We believe that investing in mutual funds can make your dreams come true. Why not contact us today via [email protected] and let us help you make your dreams come true.
The Stanbic IBTC Money Market Fund aims to achieve both stable income generation and capital preservation by investing 100% of the portfolio assets in high quality short-term securities such as Treasury Bills, Commercial Papers and Fixed Deposits that are rated “BBB” and above.
The Stanbic IBTC Guaranteed Investment Fund aims to achieve both capital preservation and growth by investing a minimum of 70% of the portfolio in high-quality bonds, while a maximum of 30% of its assets are invested in quality money market instruments including treasury bills and a maximum of 10% can be invested in listed equities.