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Stanbic IBTC Conservative Fund

SIBTC Bond 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 
  • Expense ratio for the Fund is 1.5%
  • It is an open ended Fund 
  • The risk profile of the Fund is “Moderate ”
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                           Stanbic IBTC Bank    
Account Name            First Trustees/Stanbic IBTC Conservative Fund       
Account Number        9202475109

Get Started
To get started, you can send us an email at assetmanagement@stanbicibtc.com
  • Highlights
  • Benefits
  • How to invest
  • 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 
  • Expense ratio for the Fund is 1.5%
  • It is an open ended Fund 
  • The risk profile of the Fund is “Moderate ”
  • 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                           Stanbic IBTC Bank    
Account Name            First Trustees/Stanbic IBTC Conservative Fund       
Account Number        9202475109

To get started, you can send us an email at assetmanagement@stanbicibtc.com