SBM Mauritius Asset Managers Ltd (‘SBM MAM’) is the investment management arm of the SBM Group. The Company is specialised in providing investment management services to both institutional and individual investors. SBM MAM has a one-stop shop business model and provides a complete suite of investment management services covering: 1. investment idea generation 2. portfolio allocation 3. day-to-day trade execution 4. portfolio reporting.
The Company is licenced by the Financial Services Commission to act as an Investment adviser (unrestricted), a CIS manager and a distributor of financial products. Over the last 20 years, it has built a strong portfolio of clients and currently has over MUR 5 billion of assets under management. The clientele includes pension funds, mutual funds, corporates, high-net-worth individuals and retail investors.
It currently boasts a strong team of high-calibre investment professionals and specialists with a cumulated industry experience of over 50 years, as well as a support team that looks after client servicing.
SBM Perpetual Fund Ltd
The SBM Perpetual Fund Ltd focuses on generating asset growth in real terms for risk-averse investors, where the primary concern is to preserve capital. Risk level for the SBM Perpetual Fund Ltd is very low, as investments are made in Bank of Mauritius issued instruments and with deposit-taking institutions of prime quality, which provide a prominent degree of safety.
SBM Yield Fund
The SBM Yield Fund gives the client a great opportunity to wisely invest his/her spare funds at reduced risk. The fund aims to maximise returns on a long term basis whilst providing a regular income and keeping a lower risk strategy. The overall objective of the SBM Yield Fund is to provide regular income and to achieve the maximum performance return comparable to that of a standard bond.
SBM Universal Fund
The SBM Universal Fund invests primarily in listed equities, fixed-income securities, government bonds and Treasury bills, both in the domestic and international markets. The overall objective is to maximise ms on a long-term basis, whilst providing a regular income and maintaining a balanced-risk strategy.
The investments of the Fund are diversified into Local Equities, Fixed Income instruments and Foreign Investment avenues. The Fund’s portfolio is constantly monitored to benefit from international and local market opportunities.
SBM Global Fund
The SBM Global Fund targets a significant long-term appreciation by investing in a broadly diversified portfolio. The Fund gives the client access to a broad based portfolio that includes the world’s top brands and blue chip companies. The portfolio allocation continually adapts to the latest market developments using 24-hour active and flexible asset allocation. The overall objective of the SBM Global Fund is to achieve significant long-term capital appreciation by investing in a broadly diversified portfolio.
Prospective clients of the SBM Global Fund should consider such investments for a horizon of at least 5 years. The low interest rate environment has increased the attractiveness of equity markets for the medium to long-term. In that respect, the Fund has been rebalanced to benefit from investment opportunities that would be profitable to unit holders over a full market cycle.
SBM India Fund
The objective of the Fund is to identify companies that are expected to benefit from India’s macroeconomic improvements. The Fund mainly invests in ‘fundamentally sound’ companies that tend to be overlooked by the rest of the market, by anticipating favourable trends and changes in companies. The focus is on the big picture and long term fundamentals rather than short-term events.
Structured products and foreign bonds
To its select clientele, the company also proposes investment solutions in structured products and foreign bonds through renowned intermediaries like J.P Morgan, Bridport and Cie, Leonteq and Societe Generale.
Financial planning
Financial Planning is a disciplined and structured process that gauges clients financial status, personal requirements and goals from a holistic perspective. Based on this in-depth understanding of his/her financial situation, SBM MAM recommends investment plans and solutions to help achieve financial objectives, in line with his/her requirements.
