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Independently Managed Portfolios

SIBTC Bond Fund

Our Independently Managed Portfolios(IMP) are based on discretionary management agreement whereby clients delegate the day-to-day investment decisions and implementation of their chosen investment strategy to Stanbic IBTC Asset management Limited while retaining the full beneficial ownership of their investments

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

Our Independently Managed Portfolios(IMP) are based on discretionary management agreement whereby clients delegate the day-to-day investment decisions and implementation of their chosen investment strategy to Stanbic IBTC Asset management Limited while retaining the full beneficial ownership of their investments. These portfolios are bespoke and tailored to meet each client’s investment requirements taking into consideration their individual preferences and investment objectives.

Our services are highly personalized. Our Portfolio Managers will initially meet with you to discuss your investment objectives, then, in consultation with you and your advisers (where applicable), we will agree on a core investment strategy. The Portfolio Manager will then build a portfolio tailored to meet your investment objectives and requirements and actively manage it going forward.

A client can transfer an existing portfolio to Stanbic IBTC Asset Management Limited and these will be incorporated into the client’s individual portfolio and professionally managed.
In addition to quarterly and annual reports, the Portfolio Manager will meet with you on a regular basis to discuss the portfolio(s) and explain any changes to it. Reporting is available online 24/7 via our secure portal.

Features and benefits
  • Customization
    Investments will only be in assets that are consistent with the Investment Policy Statement that is unique to each investor, reflecting their specific financial position, short and long-term investment needs, risk tolerance, and other special circumstances.
  • The Interests of the Client and Portfolio Manager are aligned - The decisions made on every portfolio will directly affect the compensation earned by the Portfolio Manager. This means the interests of all parties are all aligned.
  • Transparency
    Independently Managed Portfolios allow for direct ownership of assets (not units of a fund). All holdings are disclosed. Investors receive immediate transaction confirmations, monthly & quarterly statements and performance reporting from the Portfolio Manager on a regular basis.
  • Enhance Performance
    Independently Managed Portfolios typically remain fully invested, providing the opportunity to earn investment returns on equity and fixed income positions as opposed to holding cash balances. 
Get started

Contact us today at assetmanagement@stanbicibtc.com

 

  • Highlights
  • Features and benefits
  • Get started

Our Independently Managed Portfolios(IMP) are based on discretionary management agreement whereby clients delegate the day-to-day investment decisions and implementation of their chosen investment strategy to Stanbic IBTC Asset management Limited while retaining the full beneficial ownership of their investments. These portfolios are bespoke and tailored to meet each client’s investment requirements taking into consideration their individual preferences and investment objectives.

Our services are highly personalized. Our Portfolio Managers will initially meet with you to discuss your investment objectives, then, in consultation with you and your advisers (where applicable), we will agree on a core investment strategy. The Portfolio Manager will then build a portfolio tailored to meet your investment objectives and requirements and actively manage it going forward.

A client can transfer an existing portfolio to Stanbic IBTC Asset Management Limited and these will be incorporated into the client’s individual portfolio and professionally managed.
In addition to quarterly and annual reports, the Portfolio Manager will meet with you on a regular basis to discuss the portfolio(s) and explain any changes to it. Reporting is available online 24/7 via our secure portal.

  • Customization
    Investments will only be in assets that are consistent with the Investment Policy Statement that is unique to each investor, reflecting their specific financial position, short and long-term investment needs, risk tolerance, and other special circumstances.
  • The Interests of the Client and Portfolio Manager are aligned - The decisions made on every portfolio will directly affect the compensation earned by the Portfolio Manager. This means the interests of all parties are all aligned.
  • Transparency
    Independently Managed Portfolios allow for direct ownership of assets (not units of a fund). All holdings are disclosed. Investors receive immediate transaction confirmations, monthly & quarterly statements and performance reporting from the Portfolio Manager on a regular basis.
  • Enhance Performance
    Independently Managed Portfolios typically remain fully invested, providing the opportunity to earn investment returns on equity and fixed income positions as opposed to holding cash balances. 

Contact us today at assetmanagement@stanbicibtc.com