STANLIB > Institutional > Fund Centre > Fund Details
Fund Details
STANLIB Africa Equity PropositionObjectiveProvide investors access to long-term capital growth opportunities throughout the African continent, excluding South Africa. PhilosophyResearch-driven active portfolio management aimed at seeking out companies with the highest upside to fair value and/or undervalued relative to peers and the market Portfolio CharacteristicsThe performance of the portfolio, being an equity only portfolio, will display high volatility or variability over shorter periods, but the investor is compensated for this by way of strong capital appreciation over the long term, three to five years. BenchmarkNedbank All Africa ex-SA Top 100 Index (AAXSA100) RegulationsCompliant with Collective Investment Schemes Act, 2002. FSB approved. FeesWe offer flat fees as well as performance fees on both segregated and unitised portfolios. Investment Vehicles
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Segregated Portfolios
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Pooled Portfolios
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Unitised portfolios
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Minimum Investment: R100m
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Not available
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Minimum Investment of R1m
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Table of Performance(annualized, gross of fees)
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04/2013
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1 year
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3 years
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5 years
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| Franchise | 38.45% | 4.22% | 0.00% |
| Benchmark | 26.14% | -3.50% | -14.37% |
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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.
There is currently no data available for this fund
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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. |
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