SIMS institutional Business

The launch of Stanbic Investments in 1998 brought to the market an investment management service provider with both a local and an international focus, incorporating our client’s objectives and a low risk approach to investment management.

We aim to adopt the best values and techniques as practiced internationally into the East African investment management industry. Our main areas of business:

• Management of Employee Retirement Benefits (Pension/Provident funds)
• Institutional Cash Management Provision

We do this through a variety of both domestic and offshore- money market, equity and fixed income investment products for Corporates, Parastatal and Non-Governmental Organizations.

At Stanbic Investments we believe that we are able to add value to the treasury and cash management functions of any Institution through active management of Fixed Deposits.

Other benefits Stanbic Investments will endeavor to offer include:

Liquidity:

Portfolios will comprise of term deposits which will be selected and managed with active client participation and input into the investments to ensure adequate liquidity at all times?

Safety: 

This is perhaps our best selling point. Several attributes lend themselves to the safety and security of assets:

Off balance sheet: Assets are held off our balance sheet and in the client’s name to enhance transparency.

Principle/Fixed Income Investments: The assets will be held in term deposits ensuring principal/capital protection at a minimum.

Global Indemnity: The current policy is with Lloyds of London and is in the form of a blanket bond and computer crime (USD 249,169,435) and professional negligence (USD 124,584,718). Occurrence is on any one-event basis.

Client’s Oversight:  Our feedback on the investment guidelines and parameters is primarily to the Clients.

Competitive Yield

We can provide a competitive yield thus enhancing investment returns and ultimately stretching your resources. We believe that this is an important aspect of our service. Unlike a traditional commercial bank our goal is not to fund our book of assets but to optimize client returns.

Return on Investment:

The Fund seeks to generate a total annualized rate of return above the agreed benchmark. The investment portfolio shall be designed with the objective of attaining a REAL RATE OF RETURN on its investments consistent with the constraints imposed by its safety objectives and cash flow considerations.

Disclaimer
The price of shares and the income there from the collective investment scheme pays dividends may go down as well as up. Investors are reminded that in certain specified circumstances their right to redeem their shares may be suspended.

Stanbic Unit Trust Funds are approved by the Capital Markets Authority. The Authority does not take responsibility for the financial soundness of the scheme or for the correctness of any statements made or opinions expressed in this regard. The terms and conditions of investment with respect to Stanbic Unit Trust Funds are governed by duly registered Information Memorandum and Trust Deeds.