Stanbic Investments is a subsidiary of the Standard Bank Group, which has been operating in Uganda since 1992.
The establishment of Stanbic Investments in Uganda in 2002 brought to the market an asset management service provider with both local and international investment focus. Stanbic Investments offers a fresh, new investment approach to managing institutional assets supported by latest technology and compliance facilities. We incorporate into our strategies our clients' objectives and a low-risk approach to investment management.
Depending on the risk profile and the client, we can offer any one, or a combination of the following investment options:
Segregated Investment Portfolios
Specialist Mandates
Segregated Investment Portfolios
Balanced Portfolio
Representing the 'house view' (model portfolio) for retirement schemes, consisting of both domestic and international Equity, Bond, Alternative and Cash investments.
Conservative Portfolio
Modeled on the balanced portfolio, however with less exposure to investments where the capital of the investment is not secured, i.e. domestic and international Equity and Bonds.
Aggressive Portfolios
Modeled on the balanced portfolio, however with more exposure to investments where the capital of the investment is not secured, i.e. domestic and international Equity and Bonds.
Specialist Mandates
Equity Only Portfolio
Through the expertise of our in-house research and portfolio management team as well as the expertise of our offshore Equity
partners, we are able to offer clients:
- A specialist domestic Equity only mandate; or
- A specialist international Equity only mandate; or
- A combination of the two i.e. both domestic and international equity investments.
Fixed Interest Only
Through the expertise of the Standard Bank Treasury team, our own in-house research and portfolio management team as well as the expertise of our offshore fixed interest partner Liberty Ermitage, we are able to offer clients:
- A specialist domestic fixed interest only mandate; or
- A specialist international fixed interest only mandate; or
- A combination of the two (i.e. both domestic and international fixed interest investments).
Cash Only Portfolio
Through the expertise of the Standard Bank Treasury team, our own in-house research and portfolio management team as well as the expertise of our offshore Cash partner, Fidelity Investments we are able to offer clients:
- A specialist domestic cash only mandate, or
- A specialist international cash only mandate; or
- A combination of the two (i.e. both domestic and international cash investments).
Offshore Currency Funds
- Offshore Currency Funds offer superior security for the investor. Our currency funds are triple (AAA) rated by Moody's Investor Service.
- By pooling money into a collective fund, investors get access to wholesale rates of return on investments. The accounts are highly liquid and funds are available
on request.
- Three Currencies, Sterling, US Dollar and Euro are easily switched between denominations and at no cost to the investor.
Countries who face a risk of currency devaluation see value in placing a portion of their savings, earnings or investments into a currency that has a reputation for long-term strength and stability.
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