Founded as State Mutual Fund Ltd
SVB Mutual Ltd began as State Mutual Fund Ltd, marking the start of a trusted investment legacy grounded in sound financial principles and client-focused management.
Behind The Scenes
For over 35 years, we have been focusing only on one thing: helping our clients achieve their financial goals. Perhaps the most important thing we’ve learned over the years is that every person’s investment needs are as unique as they are.
As a fund management company we make sure we truly understand your situation, your goals, and your risk appetite, before helping you identify the right product among our in-house funds. For us, being by your side means taking the time to really listen to you!
Whether it’s our General Fund or our Property one, you will benefit from our long-standing investment experience and our extensive network both locally and internationally.
After all, building up savings over the medium-term (3–5 years) or long-term (longer than 5 years) requires judgment and experience. Our seasoned professionals are here to accompany you along your investment journey.
Milestones Of SVB Mutual Ltd
Over the years, SVB Mutual Ltd has evolved through key milestones that reflect its journey of growth, stability, and innovation. Each chapter in our history represents a step forward – building on a foundation of experience and guided by a consistent vision for the future.
Transition to National Mutual Fund Ltd
In 1989, the company rebranded to National Mutual Fund Ltd to reflect its growing national presence and expanding portfolio of investment products.
Launch of the SVB General Fund
The first collective investment scheme, SVB General Fund, was launched - offering investors diversified access and long-term growth opportunities.
Introduction of the SVB Property Trust
Building on early success, SVB Property Trust was established to focus on stable, income-generating property investments.
First overseas investments
SVB Mutual Ltd extended its footprint beyond local markets, making its first overseas investments to further diversify investor opportunities.
Joined the MUA Group
Aligning with the MUA Group strengthened SVB Mutual’s operational foundation and enhanced its regional investment capabilities.
Joined SVB Investment Holdings
The company entered a new era as part of SVB Investment Holdings, uniting all group funds under a shared vision for innovation and sustainable growth.
Our Team
The people behind our vision of trusted, long-term growth.
Partner with us?
Growth happens through partnership. Let’s shape the future of investment together – where your goals and our expertise meet for meaningful results.