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Stanbic IBTC Balanced Fund
Fund Objective
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.
Fund Overview
Fund Performance
Fund Portfolio
Dividend History
Fund Financials
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Fund Performance
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NAV Returns Volatility
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Performance History
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Performance History
Yearly Price Movement
Performance History
Monthly Returns
Performance History
Quarterly Returns
Performance History
Annual Returns
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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