Funds in Summary

 

Please see our interactive product table below. Returns are for periods ending and reflect the performance of our GIPS composites, where appropriate.

Returns for periods longer than one year are annualized.

Risk Level:

Conservative Moderately Conservative Moderate Moderately Aggressive Aggressive

 

  5 years BM 3 years BM 1 year BM Latest fact sheet
Equity
STANLIB Value Equity Proposition 8.72%7.88%13.85%13.93%15.12%16.13% Download
STANLIB Core Equity Proposition 9.34%9.81%18.55%15.37%20.65%16.80% Download
STANLIB Growth Equity Proposition 6.10%7.88%13.97%13.93%15.95%16.13% Download
Multi-Asset Class
STANLIB Global Absolute (CPI + 3%) Proposition 8.20%9.03%9.77%8.69%10.32%9.75% Download
STANLIB Global Balanced Proposition 9.06%10.89%16.71%14.87%19.63%18.74% Download
STANLIB Global Absolute (CPI + 5%) Proposition 7.38%11.02%9.98%10.70%11.00%11.76% Download
STANLIB Domestic Balanced Proposition 9.62%11.95%16.77%14.59%17.80%15.20% Download
STANLIB Balanced Cautious Proposition 0.00%0.00%13.30%11.25%15.34%13.60% Download
STANLIB Domestic Absolute Proposition 7.91%11.02%10.50%10.70%10.29%11.76% Download
STANLIB Medical Investment Proposition 8.06%10.03%9.08%9.69%11.64%10.75% Download
Money Market
STANLIB Enhanced Yield Proposition (prev. Cash Plus) 8.46%7.39%6.83%5.81%6.33%5.36% Download
Standard Bank Institutional Money Market Proposition 7.89%7.39%6.24%5.81%5.76%5.36% Download
Standard Bank Corporate Money Market Proposition 7.96%7.39%6.24%5.81%5.73%5.36% Download
Fixed Income
STANLIB Core Bond Proposition 13.87%12.63%14.53%12.95%18.83%16.94% Download
STANLIB Aggressive Income Proposition 15.89%14.73%15.90%14.83%21.44%21.27% Download
STANLIB Income Proposition 10.16%8.97%8.58%7.33%8.08%5.36% Download
International
STANLIB International Property Proposition 7.46%8.06%23.86%25.19%40.33%42.97% Download
STANLIB Africa Equity Proposition 0.00%-14.37%4.22%-3.50%38.45%26.14% Download
Property
STANLIB Institutional Property Proposition 25.45%24.02%26.83%26.16%43.31%43.65% Download

 

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.