What is the STANDARD BANK Eswatini MANAGED Fund?
The Standard Bank Swaziland Managed Unit Trust Fund is a specialised investment designed to provide medium-term capital growth and reasonable levels of current income. The fund provides investors with access to growth opportunities in Eswatini as well as exposure to international markets.
The Standard Bank Eswatini Managed Fund’s investment objective is to deliver superior long-term capital and income growth which is comfortably in excess of inflation. The Fund aims to achieve this objective through a balanced mix of investments in the following asset classes: Eswatini and South African Equities, Eswatini and South African Bonds, Eswatini and South African Cash, International Equities, International Bonds and International Cash. Asset Allocation is managed actively in order to secure consistent outperformance and our stock selection process is designed to combine performance with low risk. Maximum use is made of international investment opportunities, as this is critical both for performance and risk diversification.
Who Should Invest?
Why Invest in the STANDARD BANK Eswatini MANAGED Fund?
|Minimum Initial Investment Amount||E 500|
|Minimum Monthly Debit Order||E 200|
|Annual Management Fee||1.00%|
What is the STANDARD BANK Eswatini Money Market Fund?
The Standard Bank Eswatini Money Market Fund is a unit trust (collective investment scheme) fund that aims to maximise income while preserving capital over the medium term, and to ensure liquidity of funds invested. It invests in a wide range of highly marketable short-term debt securities, which include short-term government securities like treasury bills, corporate financial instruments such as bankers’ acceptances, negotiable certificates of deposit (NCDs), commercial paper and other debt securities.
There is currently a great demand for alternative cash products in Eswatini, and this fund is ideally positioned for investors who are looking for investment returns that are stronger than local bank deposits with the convenience of a call account.
Who Should Invest?
The fund caters for corporates, institutions and private investors who have cash available to invest over the medium-term, who require the flexibility to withdraw funds at relatively short notice.
This fund is suitable for:
Why Invest in the STANDARD BANK Eswatini MOney Market Fund?
In the past, investors have relied on savings accounts as a saving vehicle for a home purchase, children’s education, retirement or for emergencies. Investors now have the opportunity to utilise the Standard Bank Money Market Fund for all their savings needs, at higher yields on cash deposits than traditional savings accounts and term deposits.
The economies of scale achieved through pooling of investments enables the fund manager to purchase higher yielding instruments than individual clients and medium-sized corporates and institutions would not normally have access to through traditional savings and normal bank deposits. The fund also gives investors direct access to the expertise and experience of one of Africa’s leading money market investment teams.
Minimum Initial Investment Amount
E 15 000
Minimum Monthly Debit Order
Net of Annual Management Fee