SBM Mauritius Asset Managers Ltd (SBM MAM) serves as the investment management arm of the SBM Group, offering comprehensive investment solutions to both institutional and individual investors. Licensed by the Financial Services Commission, SBM MAM operates as an investment adviser, CIS (Collective Investment Scheme) manager, and distributor of financial products, providing a full spectrum of services from investment idea generation to portfolio allocation, day-to-day trade execution, and portfolio reporting.
With over 20 years of experience, SBM MAM manages a robust portfolio exceeding MUR 5 billion in assets under management. Its clientele includes pension funds, mutual funds, corporates, high-net-worth individuals, and retail investors, underscoring its ability to cater to diverse investment needs and risk appetites.
SBM MAM boasts a team of seasoned investment professionals and specialists with a cumulative industry experience of over 50 years. This high-caliber team is complemented by dedicated support staff focused on delivering excellent client service and maintaining strong client relationships.
SBM Funds Overview:
SBM Perpetual Fund Ltd: Designed for risk-averse investors, this fund prioritizes capital preservation with investments in Bank of Mauritius issued instruments and high-quality deposit-taking institutions, ensuring a very low-risk profile.
SBM Yield Fund: Aimed at investors seeking reduced risk with the potential for long-term returns and regular income, the SBM Yield Fund strategically invests to maximize performance comparable to standard bond investments.
SBM Universal Fund: This fund provides a balanced-risk strategy by investing in a diversified portfolio of listed equities, fixed-income securities, government bonds, and Treasury bills across domestic and international markets. Its objective is to achieve long-term growth while generating regular income.
SBM Global Fund: Targeting significant long-term capital appreciation, the SBM Global Fund invests in a diversified portfolio that includes leading global brands and blue-chip companies. The fund adapts its portfolio allocation dynamically to capitalize on market opportunities, aiming to benefit investors over full market cycles.
SBM India Fund: Focused on India’s macroeconomic growth, this fund identifies fundamentally sound companies poised to benefit from long-term trends and market developments in India. It emphasizes long-term fundamentals over short-term events to achieve growth for investors.
Additional Investment Solutions:
SBM MAM also offers structured products and foreign bonds through reputable intermediaries such as J.P. Morgan, Bridport & Cie, Leonteq, and Societe Generale, catering to sophisticated investors seeking tailored investment solutions.
Financial Planning Services:
Understanding that each client’s financial journey is unique, SBM MAM provides structured financial planning services. By assessing clients’ financial status, personal requirements, and long-term goals, SBM MAM recommends personalized investment plans aligned with their objectives and risk tolerance.
In conclusion, SBM MAM stands out for its comprehensive suite of investment management services, backed by extensive expertise, a strong track record, and a commitment to delivering tailored solutions that meet the diverse needs of its clientele across Mauritius and beyond.
