Fund Details

STANLIB Medical Investment Proposition

Objective

This composite aims to achieve a return of CPI + 5% in a 36-month period, while simultaneously aiming to avoid negative performance in a 12 month period.

Philosophy

To manage a portfolio consisting of the widest possible array of Global and Domestic asset classes that exhibit low or negative correlations to each other, in such manner as to achieve the target performance and risk control objectives, within regulatory limitations

Portfolio Characteristics

We invest in the broadest possible investment universe, with long term strategic allocation being occasionally augmented by tactical tilts. We focus on absolute returns rather than relative returns and target compounding of returns through preserving of capital and then growing it. This is achieved through asset diversification and bespoke downside protection that uses derivatives. This results in a low dispersion of returns.

Benchmark

CPI +5%

Regulations

This portfolio will maintain compliance with Annexure B of the Medical Scheme Act.

Fees

We offer a flat fee on all portfolios. If expressly requested, we can structure a performance fee on a segregated mandate.

Investment Vehicles

Segregated Portfolios Pooled Portfolios Unitised portfolios
Minimum investment of R50 million Minimum investment of R10 million Minimum investment of R10 million

Table of Performance

(annualized, gross of fees)
11/2018 1 year 3 years 5 years
Franchise7.99%5.89%7.39%
Benchmark9.33%10.15%10.08%

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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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GIPS Disclaimer: STANLIB Asset Management

STANLIB Asset Management is a 100% owned operating entity within STANLIB Ltd. The company comprises all portfolios managed by STANLIB Asset Management.

STANLIB Asset Management claims compliance with the Global Investment Performance Standards (GIPS®). To receive a list of composite descriptions of STANLIB Asset Management and/or a presentation that complies with the GIPS® standards, contact STANLIB Performance at 0860 123 003, write to STANLIB Asset Management, PO Box 202, Melrose Arch, 2076 or email stanlib.performance@stanlib.com.