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Stanbic Unit Trust

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The Stanbic Unit Trust is an investment product that enables you to pool your money together with other investors (unit holders) to create a large fund. This Fund is managed by a professional Unit Trust Manager who invests in a wide range of securities such as Shares, Treasury Bills to get a favorable return on your Investment.

 

 

 

Some of the benefits

Earn Interest Daily

We generate superior returns on your investments given our understanding and experience in the investment markets that ensures you achieve your investment goals.

Convenient investing

Our platforms provide a customized experience for your investment journey by enabling you to track, make top ups and access your investments simply

Research capabilities

Our strong research capabilities ensure that your investments are dynamically tilted to maximize returns. We also help you breakdown the investment jargon, providing you with an understanding of the investment environment.

Professional investment services

We have a rich depth of expertise in the investment industry immersed over the years which guides asset allocation and ensures superior returns on your investments.
SBGSecurities Uganda Money Market Fund

 SBGSecurities Uganda Money Market Fund

This Fund aims to provide investors with a high level of current income compared to what they would otherwise get on money market instruments of similar duration. This is achieved by optimizing investments across high quality instruments while ensuring preservation of capital. 

Highlights:  

  1. The Fund invests 100% of its portfolio in securities with a maximum duration of 1-year 
  2. No penalties for redemption/withdrawal of funds 
  3. Minimum investment amount is Ugx 100,000, minimum additional amount is Ugx 50,000 
  4. Risk Profile: Low Risk (Suitable for Conservative investors with a short-term savings goal who seek a competitive yield). 
  5. Annual Management fee is 2% 

Benefits: 

  • Professional Fund Management 
  • Competitive returns 
  • Capital Preservation 
  • Convenient Access (Web portal and App Access) 

How to Invest:  

  1. Open an Account using your National ID/Passport and passport sized photograph of the Applicant 
  2. Your Unit Trust Investment Account will be opened within one business day and your account number will be sent to your email or phone via SMS 
  3. Upon receipt of the e-account number, transfer the amount to be invested using Mobile Money, Bank Transfer 

How to Redeem: 

To redeem a part or all your Investments at any time 

Option 1: Login to your mutual fund account via the web portal or mobile app and initiate a redemption. 
Option 2: Fill in a Redemption Form, scan and submit to our email address/offices 

SBG Securities Uganda Bond Fund

SBG Securities Uganda Bond Fund

This Fund aims at providing investors with a high level of income by optimizing across a range of high-quality long-term government and corporate debt while minimizing the investors’ risk. 

Highlights:  

  1. The Fund portfolio is skewed towards long term government quality bonds (minimum of 70%) and a maximum of 30% in securities with duration of 1-year and below. 
  2. No penalties for redemption/withdrawal of funds 
  3. Minimum investment amount is Ugx 100,000, minimum additional amount is Ugx 50,000 
  4. Risk Profile: Medium Risk (Suitable for moderately conservative investors who have a medium to long term investment horizon but seek interest income and can tolerate a moderate level of risk such as Interest Rate risk, Income risk, extension risk and credit risk). 
  5. Annual Management fee is 2% 

Benefits: 

  • Professional Fund Management 
  • Competitive returns 
  • Convenient Access (Web portal and App Access) 

How to Invest:  

  1. Open an Account using your National ID/Passport and passport sized photograph of the Applicant 
  2. Your Unit Trust Investment Account will be opened within one business day and your account number will be sent to your email or phone via SMS 
  3. Upon receipt of the e-account number, transfer the amount to be invested using Mobile Money, Bank Transfer 

How to Redeem: 

To redeem a part or all your Investments at any time 
Option 1: Login to your mutual fund account via the web portal or mobile app and initiate a redemption. 
Option 2: Fill in a Redemption Form, scan and submit to our email address/offices 

SBGS Uganda Balanced Fund

SBGS Uganda Balanced Fund

This Fund aims to achieve a reasonable level of long-term capital growth to investor. The fund’s portfolio is well balanced by investing in a diversified spread of equities and fixed income securities.  

Highlights:  

  1. The Fund portfolio includes high quality listed equities and fixed income securities 
  2. No penalties for redemption/withdrawal of funds 
  3. Minimum investment amount is Ugx 100,000, minimum additional amount is Ugx 50,000 
  4. Risk Profile: Medium Risk (Suitable for investors with long term investment horizon [Recommended is 3-5 years] and seek interest income and can tolerate significant levels of risk). 
  5. Annual Management fee is 2% 

Benefits: 

  • Professional Fund Management 
  • Competitive returns 
  • Risk Mitigation 
  • Convenient Access (Web portal and App Access) 

How to Invest:  

  1. Open an Account using your National ID/Passport and passport sized photograph of the Applicant
  2. Your Unit Trust Investment Account will be opened within one business day and your account number will be sent to your email or phone via SMS 
  3. Upon receipt of the e-account number, transfer the amount to be invested using Mobile Money, Bank Transfer 

How to Redeem: 

To redeem a part or all your Investments at any time 
Option 1: Login to your mutual fund account via the web portal or mobile app and initiate a redemption. 
Option 2: Fill in a Redemption Form, scan and submit to our email address/offices 

What you need

Requirements

  • A passport sized photograph
  • A soft copy of your national ID/passport
  • Sign up using our Web portal and App
How to invest

How to Invest

  1. Open an Account using your National ID/Passport and passport sized photograph of the Applicant 
  2. Your Unit Trust Investment Account will be opened within one business day and your account number will be sent to your email or phone via SMS
  3. Upon receipt of the e-account number, transfer the amount to be invested using Mobile Money, Bank Transfer

Contact us :

 

 

  • SBGSecurities Uganda Money Market Fund
  • SBG Securities Uganda Bond Fund
  • SBGS Uganda Balanced Fund
  • What you need
  • How to invest

 SBGSecurities Uganda Money Market Fund

This Fund aims to provide investors with a high level of current income compared to what they would otherwise get on money market instruments of similar duration. This is achieved by optimizing investments across high quality instruments while ensuring preservation of capital. 

Highlights:  

  1. The Fund invests 100% of its portfolio in securities with a maximum duration of 1-year 
  2. No penalties for redemption/withdrawal of funds 
  3. Minimum investment amount is Ugx 100,000, minimum additional amount is Ugx 50,000 
  4. Risk Profile: Low Risk (Suitable for Conservative investors with a short-term savings goal who seek a competitive yield). 
  5. Annual Management fee is 2% 

Benefits: 

  • Professional Fund Management 
  • Competitive returns 
  • Capital Preservation 
  • Convenient Access (Web portal and App Access) 

How to Invest:  

  1. Open an Account using your National ID/Passport and passport sized photograph of the Applicant 
  2. Your Unit Trust Investment Account will be opened within one business day and your account number will be sent to your email or phone via SMS 
  3. Upon receipt of the e-account number, transfer the amount to be invested using Mobile Money, Bank Transfer 

How to Redeem: 

To redeem a part or all your Investments at any time 

Option 1: Login to your mutual fund account via the web portal or mobile app and initiate a redemption. 
Option 2: Fill in a Redemption Form, scan and submit to our email address/offices 

SBG Securities Uganda Bond Fund

This Fund aims at providing investors with a high level of income by optimizing across a range of high-quality long-term government and corporate debt while minimizing the investors’ risk. 

Highlights:  

  1. The Fund portfolio is skewed towards long term government quality bonds (minimum of 70%) and a maximum of 30% in securities with duration of 1-year and below. 
  2. No penalties for redemption/withdrawal of funds 
  3. Minimum investment amount is Ugx 100,000, minimum additional amount is Ugx 50,000 
  4. Risk Profile: Medium Risk (Suitable for moderately conservative investors who have a medium to long term investment horizon but seek interest income and can tolerate a moderate level of risk such as Interest Rate risk, Income risk, extension risk and credit risk). 
  5. Annual Management fee is 2% 

Benefits: 

  • Professional Fund Management 
  • Competitive returns 
  • Convenient Access (Web portal and App Access) 

How to Invest:  

  1. Open an Account using your National ID/Passport and passport sized photograph of the Applicant 
  2. Your Unit Trust Investment Account will be opened within one business day and your account number will be sent to your email or phone via SMS 
  3. Upon receipt of the e-account number, transfer the amount to be invested using Mobile Money, Bank Transfer 

How to Redeem: 

To redeem a part or all your Investments at any time 
Option 1: Login to your mutual fund account via the web portal or mobile app and initiate a redemption. 
Option 2: Fill in a Redemption Form, scan and submit to our email address/offices 

SBGS Uganda Balanced Fund

This Fund aims to achieve a reasonable level of long-term capital growth to investor. The fund’s portfolio is well balanced by investing in a diversified spread of equities and fixed income securities.  

Highlights:  

  1. The Fund portfolio includes high quality listed equities and fixed income securities 
  2. No penalties for redemption/withdrawal of funds 
  3. Minimum investment amount is Ugx 100,000, minimum additional amount is Ugx 50,000 
  4. Risk Profile: Medium Risk (Suitable for investors with long term investment horizon [Recommended is 3-5 years] and seek interest income and can tolerate significant levels of risk). 
  5. Annual Management fee is 2% 

Benefits: 

  • Professional Fund Management 
  • Competitive returns 
  • Risk Mitigation 
  • Convenient Access (Web portal and App Access) 

How to Invest:  

  1. Open an Account using your National ID/Passport and passport sized photograph of the Applicant
  2. Your Unit Trust Investment Account will be opened within one business day and your account number will be sent to your email or phone via SMS 
  3. Upon receipt of the e-account number, transfer the amount to be invested using Mobile Money, Bank Transfer 

How to Redeem: 

To redeem a part or all your Investments at any time 
Option 1: Login to your mutual fund account via the web portal or mobile app and initiate a redemption. 
Option 2: Fill in a Redemption Form, scan and submit to our email address/offices 

Requirements

  • A passport sized photograph
  • A soft copy of your national ID/passport
  • Sign up using our Web portal and App

How to Invest

  1. Open an Account using your National ID/Passport and passport sized photograph of the Applicant 
  2. Your Unit Trust Investment Account will be opened within one business day and your account number will be sent to your email or phone via SMS
  3. Upon receipt of the e-account number, transfer the amount to be invested using Mobile Money, Bank Transfer

Contact us :

 

 

SBGS Uganda Umbrella Fund Annual Reports

Read our annual reports and audited financial statements for the SBG Securities Uganda Umbrella Fund.