Stanbic IBTC Ethical Fund
Fund Objective
The Stanbic IBTC Ethical Fund aims to achieve long term capital appreciation by investing a minimum of 60% of the portfolio in listed equities of socially responsible companies and a maximum of 40% in high quality fixed income securities.
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Financials
| Year Ending | 31-12-2023 | 31-12-2022 | 31-12-2021 | 31-12-2020 | 31-12-2019 |
|---|---|---|---|---|---|
| Net Income (₦'000) | |||||
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| Profit/(Loss) before Taxation (₦'000) | |||||
| Taxation (₦'000) | |||||
| Total Income/(Loss) for the year (₦'000) | |||||
| Closing Net Assets (₦'000) | |||||
| Income Growth | |||||
| Fund Management Costs to Income Ratio | |||||
| Growth in AUM | |||||
| Closing NAV Per Unit (₦) | |||||
| Change in Audited NAV Per Unit | |||||
| Fund Auditors | |||||
| Expense Ratio |
Our data and information provided is based on public data, our regulatory intelligence effort, from our archives, and other public sources such as from Fund Managers, FMAN, Pension Fund Administrators (PFAs), PenOp, etc. We have taken care to ensure that the information is correct, but MoneyCounsellors neither warrants, represents, nor guarantees the information's contents, nor does it accept responsibility for any errors, inaccuracies, omissions, or inconsistencies contained herein. Because past performance does not predict future performance, it should not be used to make an investment decision. We make no product recommendations. No news or research item should be interpreted as a personal recommendation to buy, sell, or switch any investment. Investments and the income generated by them rise and fall in value, so you may receive more or less than you invested.
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