Introducing two new funds

Stanbic IBTC Bond Fund

Summary

The primary objective of the Stanbic IBTC Bond Fund is to achieve competitive returns on its assets with minimal risk. The Fund seeks to achieve its stated objective by investing at least 65% of its assets in high quality bonds and other fixed income securities, while a maximum of 35% of its assets is invested in quality money market instruments.

The Fund seeks fixed income exposure by investing in a diversified portfolio of high-quality bonds of supranational and corporate issuers, including Federal Government bonds, State Government bonds, corporate bonds, Eurobonds and other fixed income securities.

Risk Profile – Moderately Conservative

Benefits

  • An excellent capital market risk spreading device, as it invests in a basket of top-quality quoted companies
  • You can use your holdings for collateral for bank loans
  • Capital appreciation with competitive returns
  • Easy entry & exit
  • Diversification

 

Minimum Investment Amount

N5,000.00  

 

How to Invest

Initial Investors:  

  • 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.
    • 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 Bond Fund

Account Number        9202476247

 

Stanbic IBTC Dollar Fund

Summary

Stanbic IBTC Dollar Fund is an open-ended Unit Trust Scheme that invests in US dollar denominated securities issued by SEC registered Nigerian entities (e.g. corporate and sovereign Eurobonds, commercial papers and mutual funds). The Fund seeks to provide investors with bias for dollar denominated securities access to such securities which ordinarily would be inaccessible to them by virtue of the minimum amount required to make such investments. It also provides portfolio managers access to diversify their income stream and portfolio whilst providing for long term capital appreciation.

Risk Profile – Moderately Conservative

Benefits

  • Risk Diversification: The Fund mitigates investment risk by allocating capital across a diverse range of foreign currency assets thus avoiding concentration risk.
  • Capital appreciation with competitive returns.
  • You can use your holdings as collateral for bank loans.
  • Easy entry & exit 

Minimum Investment Amount

Initial                $1,000.00

Subsequent     $500.00  

 

How to Invest

Initial Investors:  

  • 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.
    • 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

Final Beneficiary/Same bank transfer

Account Name:             First Trustees/Stanbic IBTC Dollar Fund

Account No:                  0034131849 – (USD Dom)

Swift Address/Code:     SBICNGLX

Bank:                             Stanbic IBTC Bank

Narration:                     “[E-account number]

 

Correspondence Bank:                         Citibank N.A

Address:                                                111 Wall Street New York                                                                    

Swift Address:                                       CITIUS33

ABA:                                                      021000089

 

 

 

 

 


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nigeriaassetmanagers
+234 1 280 1266

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