About the 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.
Yield-to-date returns graph (YTD%)
- YTD Value
- Benchmark Value
Fund Information
Min Amount
₦5,000
Max Amount
₦1,000,000,000
Yield-to-date
4.68%
Management fee
1.67%
Processing time
48 Hours
Fund size
2478.48
Permit top-up
Yes
Permit roll over
Yes
Roll-over type
Principal Only, With Top-up, Principal plus Interest
Permit Early termination
Yes
Minimum tenor
3 Months
Maximum tenor
12 Months
Launch date
Dec 31, 2011
Status of fund
Open Ended
Transaction fee
N/A
Expense ratio
N/A
Age limit
18 - 63 years
Provider's page
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Nature of fund
Short Term Instruments:
Fund manager
N/A
Product available in
Nigeria
States present
37
Requirements
How to invest
Click on the open accou t button
Click on the Invest to begin your investment journey
Calculator
Please note that whatever you calculate is just an estimationInvestment Summary
Stanbic IBTC Bank. - Stanbic IBTC Balanced Fund
How to earn
Distributed & Reinvested
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Company
Contact
Alagomeji-Yaba, Lagos.
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States Present (37)
Yobe
Katsina
Kebbi
Kogi
Kwara
Lagos
Nasarawa
Niger
Ogun
Osun
Oyo
Plateau
Rivers
Sokoto
Taraba
Kano
Ondo
Jigawa
Imo
Abia
Adamawa
Akwa Ibom
Anambra
Bauchi
Bayelsa
Benue
Kaduna
Borno
Delta
Ebonyi
Edo
Zamfara
Enugu
FCT-Abuja
Gombe
Cross River
Ekiti
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