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Fund Details

STANLIB Multi-Manager Low Equity Fund of Funds

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The STANLIB Multi-Manager Low Equity Fund of Fund’s main objective is to provide long term capital growth and income, with a low probability of capital loss over the short to medium term. Investments to be included in the Portfolio will, apart from assets in liquid form consist solely of participatory interests of collective investment schemes. Participatory interests to be included in the portfolio would normally include participatory interests in multi-manager fixed interest portfolios, and a small portion in equity-orientated multi-manager portfolios (0% to 40% of the portfolio), which may have exposure to, both, domestic and foreign markets. Subject to the availability of suitable multi-manager portfolios, the manager may, in its entire discretion, include portfolios other than multi-manager portfolios in the portfolio. The inclusion of equity-orientated portfolios will not be limited to a specific sector(s).

Key Features of Fund

Class A

  • Launch date: 02 Jan 2002
  • Income distribution: Net revenue is declared on a daily basis and distributed bi-annually.
  • Recommended investment period:
  • Investment minimums
    • Lump sum: R 5000
    • Monthly debit order: R 500
  • 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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