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First Things First - Always Remember!

First Things First - Always Remember!. Step 2 - Assess Yourself!. Salary Rental Income Other Income. Investor. Feeding Loan Repayment School Fees Holidays Leisure Shoe & Bag Shopping Other Expenses. Investible Funds. Step 3 - Understanding Risk vs. Return. Risk. Equities

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First Things First - Always Remember!

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  1. First Things First - Always Remember!

  2. Step 2 - Assess Yourself! Salary Rental Income Other Income Investor Feeding Loan Repayment School Fees Holidays Leisure Shoe & Bag Shopping Other Expenses Investible Funds

  3. Step 3 - Understanding Risk vs. Return Risk • Equities • Aggressive Mutual Funds • Fixed Income e.g. Cash, Money Market Instruments, Bonds • Conservative Mutual Funds • Fixed Income & Equities • Balanced Mutual Funds Returns /Time 3

  4. Step 4 - A little you should know!

  5. Step 5 - Choose your Mutual Fund(s) & Invest! Risk • SIBTC Nigerian Equity Fund • SIBTC Ethical Fund SIBTC Guaranteed Investment Fund • SIBTC Money Market Fund • SIBTC Bond Fund Call 0700 MUTUAL FUNDS (0700 688825 38637) or send an email: assetmanagement@stanbicibtc.com Returns /Time 5

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