Fund Details

STANLIB Equity Fund

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The Portfolio's main objective is steady growth of income and capital, a reasonable level of current income and the maximum stability for capital invested. The securities to be included will consist of securities, non equity securities and participatory interest of collective investment schemes in securities.

Key Features of Fund

Class A

  • Launch date: 01 Jan 2000
  • Income distribution: Net revenue is calculated daily and distributed bi-annually.
  • Recommended investment period: 5 years or more
  • Investment minimums
    • Lump sum: R 500
    • Monthly debit order: R 50
  • Maximum upfront charge: 5.70%
  • Service charge: 1.71%

Class R

  • Launch date: 01 Jan 1970
  • Income distribution: Net revenue is calculated daily and distributed bi-annually.
  • Recommended investment period: 5 years or more
  • Investment minimums
    • Lump sum: R 500
    • Monthly debit order: R 50
  • Maximum upfront charge: 5.70%
  • Service charge: 1.14%

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Disclaimer
Figures quoted are from Morningstar for the period ending  for a lump sum, using NAV-NAV prices and do not take any upfront managers charge into account. Income distributions are declared on the ex-dividend date. Actual investment performance will differ based on the upfront managers charge applicable, the actual investment date and the date of reinvestment of income. Past performance is not necassarily an indication of future performance.
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