Stanbic IBTC Conservative Fund
The investment objective of the 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 Assets Under Management (AUM) in listed stocks, and a minimum of 70% in fixed income securities. Stanbic IBTC Conservative Fund is registered with the Securities and Exchange Commission, Nigeria as an open-ended Unit Trust Investment Scheme and is open to all investors.
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 Exchange Limited (NGX), and a 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
Get Started
To get started, you can send us an email at [email protected] or call us on 070000800900.
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Highlights
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Benefits
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Get Started
- The Fund invests a maximum of 30% of its portfolio in equities quoted on the Nigerian Exchange Limited (NGX), and a 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
To get started, you can send us an email at [email protected] or call us on 070000800900.