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Stanbic IBTC Balanced Fund

SIBTC Bond Fund

The Stanbic IBTC Balanced Fund aims to provide stable capital appreciation by investing a maximum of 60% of the portfolio in both listed and un-listed equities with up to 15% in alternative investments such as Private Equity, Real Estate Investment Trusts (“REITs”), Mortgaged Backed Securities (“MBS”) etc. and a minimum of 40% in high quality 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
  • Stanbic IBTC Balanced Fund (SIBAL) was launched in January 2012
  • The Fund invests a maximum of 60% of the portfolio in both listed and unlisted equities with up to 15% in alternative investments such as Private Equity and  REITs and a minimum of 40% in high quality fixed income securities 
  • 91 days minimum holding period
  • The penalty for redeeming within the minimum holding period is 20% on the accrued income
  • The minimum investment amount is N5,000.00 
  • It is an open-ended fund
  • The risk profile for the Fund is “Moderate”
  • The expense ratio is 3.5%
How to invest

Click this link to open an Instant Account

 

Alternatively, 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                            Stanbic IBTC Bank    
Account Name            First Trustees/Stanbic IBTC Balanced Fund 
Account Number        9202475082
 

Existing Investors:

Transfer the amount to be invested to the fund account (find below) directly from your bank account quoting your e-account number as narration/description/reference.


Alternatively, you can top-up your investment by visiting the online portal or the Stanbic IBTC Mobile application

Bank Details

Bank                            Stanbic IBTC Bank    
Account Name            First Trustees/Stanbic IBTC Balanced Fund 
Account Number        9202475082

Benefits
  • Professional Fund Management
  • Online Access
  • Diversification of portfolio
  • Risk Mitigation
How to redeem

To redeem a part or all your investments at any time:

  • Option 1: Login to your mutual fund 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.Please note that the daily limit for online redemption is N2,500,000.00. The online redemption service is convenient, flexible and safe. To activate the online redemption service on your account, we require you to print, execute and submit the Consent Form and Agreement at our office or any branch of Stanbic IBTC Bank PLC closest to you.

    Alternatively, the completed Consent Form and Agreement can be scanned and forwarded to mutualfunds@stanbicibtc.com   

    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 five (5) working days.

  • Highlights
  • How to invest
  • Benefits
  • How to redeem
  • Stanbic IBTC Balanced Fund (SIBAL) was launched in January 2012
  • The Fund invests a maximum of 60% of the portfolio in both listed and unlisted equities with up to 15% in alternative investments such as Private Equity and  REITs and a minimum of 40% in high quality fixed income securities 
  • 91 days minimum holding period
  • The penalty for redeeming within the minimum holding period is 20% on the accrued income
  • The minimum investment amount is N5,000.00 
  • It is an open-ended fund
  • The risk profile for the Fund is “Moderate”
  • The expense ratio is 3.5%

Click this link to open an Instant Account

 

Alternatively, 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                            Stanbic IBTC Bank    
Account Name            First Trustees/Stanbic IBTC Balanced Fund 
Account Number        9202475082
 

Existing Investors:

Transfer the amount to be invested to the fund account (find below) directly from your bank account quoting your e-account number as narration/description/reference.


Alternatively, you can top-up your investment by visiting the online portal or the Stanbic IBTC Mobile application

Bank Details

Bank                            Stanbic IBTC Bank    
Account Name            First Trustees/Stanbic IBTC Balanced Fund 
Account Number        9202475082

  • Professional Fund Management
  • Online Access
  • Diversification of portfolio
  • Risk Mitigation

To redeem a part or all your investments at any time:

  • Option 1: Login to your mutual fund 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.Please note that the daily limit for online redemption is N2,500,000.00. The online redemption service is convenient, flexible and safe. To activate the online redemption service on your account, we require you to print, execute and submit the Consent Form and Agreement at our office or any branch of Stanbic IBTC Bank PLC closest to you.

    Alternatively, the completed Consent Form and Agreement can be scanned and forwarded to mutualfunds@stanbicibtc.com   

    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 five (5) working days.

Forms and Downloads
Individual and Joint Account Holders Form
Mutual Funds Subscription form
2020 04 30
70KB
PDF
Corporate Form
Mutual Funds Subscription form
2020 04 30
70KB
PDF
Redemption Form
Mutual Funds Subscription form
2020 04 30
89KB
PDF
2020 04 30
87KB
PDF
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