Why us?

We aim to deliver absolute returns through a flexible asset allocation framework to embrace growth and management of downside risk to protect capital
Diverse skill set Our team has a diverse skill set with more than 60 years’ investment experience. We embrace diversity of opinion as a competitive advantage.
Multi-dimensional framework We use a multi-dimensional framework to identify risks and opportunities across the global investment landscape to inform investment decisions.
A wide ranging toolkit We exploit a wide universe of asset classes and uncorrelated return sources when investing.
Proactive risk management We apply a risk- based approach to asset allocation to ensure a smoother return profile than traditional balanced solutions.

How we invest

The team’s philosophy is anchored on three core beliefs:

  • Risk is inherent in all assets, even cash.
    • Cash delivers a poor real return in the long term, and is always denominated in a particular currency, so currency risk must be actively managed.
    • Generating long-term returns is all about managing risk. Managing risk in a portfolio requires more than simply diversifying with traditional asset classes where correlations vary in times of market stress as correlations generally converge. Preserving our clients’ capital during these market events requires a different approach to portfolio construction.
  • The concentration of risks in equities requires careful management. It is important to include a wide source of returns rather than relying on equities as the predominant growth asset.
  • Adopting a dynamic, flexible, global and active investment approach is crucial to managing the most appropriate risk-controlled multi-asset portfolios.

Our team aims to build portfolios that draw on diversified sources of return by applying a mix of strategies, assets and explicit protection mechanisms. We employ a flexible, risk-based approach to portfolio construction.

Our team

The Absolute Return team consists of senior, highly experienced, passionate investment professionals. Our senior managers bring relevant but differentiated skills drawn from their diverse backgrounds to the team. Differences of opinion and perspective are actively encouraged and accommodated. This is the bedrock on which our philosophy and thinking is built. It is a significant element that makes our team different from any other.

Together, the members of the portfolio management team bring more than 60 years’ experience. Each manager contributes specialist expertise to provide a truly diverse, global and flexible asset allocation offering.

Marius Oberholzer heads the team and has over 20 years’ global investment experience. He has worked in London and Asia, where he successfully managed investments during the global financial crisis. His experience and perspective supports the global, multi-asset, cross-disciplinary strategy the team employs.

Our competitive edge

We believe our edge comes from our combination of cross-asset, cross-disciplinary experience, research and thinking. We have a proactive approach to risk management, adopt a multi-dimensional framework and source returns from a wide toolkit.

Proactive risk management

Our portfolios are deliberately designed to be very liquid, allowing us to be flexible and proactive in our risk management. Risk management is integral to our investment process, so we construct portfolios on a marginal contribution to risk basis. We start our portfolio construction by setting clear risk parameters that are deliberate and not an afterthought.

Multi-faceted process

Our multi-dimensional framework enables us to identify risks and opportunities across the global investment landscape. Our framework includes several dimensions and is not solely valuation-focused. This allows us to draw on a pool of possible opportunities offering different risks, asset classes, geographies and sectors. As a result, our portfolio process is less correlated to traditional multi-asset funds. We believe this is especially important for SA where the opportunity set is narrow and local markets are often driven by global dynamics.

We evaluate our performance not only on a pure return basis but, more importantly, on a risk-adjusted basis. How much risk did we take to generate the returns? Our aim in the medium term is to deliver high-quality returns to our investors as measured by the Sharpe Ratio*. 

A wider toolkit

We take a broad view of markets and use the market-implied pricing indicated by a broad array of instruments to interrogate our views. Then we undertake a scenario-based tactical asset allocation process, taking into account a wide range of possible eventualities that could affect markets and the consequent implication for specific assets, their volatility and in some cases correlations. This process forces us to factor in alternate outcomes and contrary views. It gives us a distinct advantage in managing risk and makes our process dynamic and versatile in an ever-changing market environment

*The Sharpe ratio is an industry measure to determine the excess returns earned relative to the amount of risk taken in the process


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Fund information and Fact sheets

Investor
Investment style
Region
Fund type
Minimum Time (Years)
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The products and services described for Rest of Africa are not available for distribution nor intended to be marketed to South African Investors. Clients interested in investing in Rest of Africa are welcome to contact the relevant STANLIB in-country offices directly.

Overview


Risk level Minimum Time Fact sheet Select
STANLIB Absolute Plus Fund Moderate 5 Absolute Returns Individual Single-manager investments Local
STANLIB Balanced Cautious Fund Moderately conservative 3 Multi-Asset Individual Single-manager investments Local
STANLIB Balanced Fund Moderately aggressive 5 Multi-Asset Individual Single-manager investments Local
STANLIB Equity Fund Aggressive 7 Equity Individual Single-manager investments Local
STANLIB Income Fund Conservative 1 Fixed Income Individual Single-manager investments Local
Lesotho Unit Trust Conservative 5 Listed Property Individual Single-manager investments Rest of Africa
Standard Bank Fundisa Fund Conservative 3 Fixed Income Individual Single-manager investments Local
Standard Bank Namibia CashPlus Fund Conservative 3 Money Market Individual Single-manager investments Rest of Africa
Standard Bank Namibia Flexible Property Income Fund Moderate 5 Listed Property Individual Single-manager investments Rest of Africa
Standard Bank Namibia Income Fund Conservative 1 Fixed Income Individual Single-manager investments Rest of Africa
Standard Bank Namibia Inflation Plus Fund Conservative 5 Multi-Asset Individual Single-manager investments Rest of Africa
Standard Bank Namibia Managed Fund Moderate 5 Multi-Asset Individual Single-manager investments Rest of Africa
Standard Bank Namibia Managed Fund Moderate 5 Multi-Asset Institutional Single-manager investments Rest of Africa
Standard Bank Namibia Money Market Fund Conservative 1 Money Market Individual Single-manager investments Rest of Africa
Standard Bank Swaziland Managed Fund Moderately conservative 3 Multi-Asset Individual Single-manager investments Rest of Africa
Standard Bank Swaziland Managed Fund Moderately conservative 3 Multi-Asset Institutional Single-manager investments Rest of Africa
Standard Bank Swaziland Money Market Fund Conservative 1 Money Market Individual Single-manager investments Rest of Africa
STANLIB Absolute Plus Proposition Moderate 5 Absolute Returns Institutional Single-manager investments Local
STANLIB Africa Equity Feeder Fund Aggressive 7 Equity Individual Single-manager investments Rest of Africa
STANLIB Aggressive Income Fund Moderate 3 Fixed Income Individual Single-manager investments Local
STANLIB ALBI (non-TR) Index Tracker Fund Moderately conservative 1 Fixed Income Individual Index and quantitative investments Local
STANLIB ALSI 40 Fund Aggressive 5 Equity Individual Index and quantitative investments Local
STANLIB Balanced Cautious Proposition Moderately conservative 3 Multi-Asset Institutional Single-manager investments Local
STANLIB Bond Fund Moderate 3 Fixed Income Individual Single-manager investments Local
STANLIB Botswana Equity Fund Aggressive 7 Equity Individual Single-manager investments Rest of Africa
STANLIB Botswana Income Fund Moderately conservative 5 Fixed Income Individual Single-manager investments Rest of Africa
STANLIB Botswana Managed Prudential Fund Moderate 5 Multi-Asset Individual Single-manager investments Rest of Africa
STANLIB Botswana Money Market Fund Conservative 1 Money Market Individual Single-manager investments Rest of Africa
STANLIB Capped Property Index Tracker Fund Aggressive 5 Listed Property Individual Index and quantitative investments Local
STANLIB Cash Trust Conservative 1 Money Market Individual Single-manager investments Rest of Africa
STANLIB Core Bond Proposition Moderate 3 Fixed Income Institutional Single-manager investments Local
STANLIB Corporate Money Market Proposition Conservative 1 Cash Solutions Institutional Single-manager investments Local
STANLIB Corporate Money Market Proposition Conservative 1 Money Market Institutional Single-manager investments Local
STANLIB Enhanced Yield Fund Conservative 1 Money Market Individual Single-manager investments Local
STANLIB Enhanced Yield Proposition Moderate 1 Cash Solutions Institutional Single-manager investments Local
STANLIB Equity Proposition Aggressive 7 Equity Institutional Single-manager investments Local
STANLIB Euro Cash Fund Conservative 7 Money Market Individual Single-manager investments Offshore
STANLIB European Equity Feeder Fund Aggressive 7 Multi-Asset Individual Single-manager investments Offshore
STANLIB European Equity Fund Aggressive 7 Equity Individual Single-manager investments Offshore
STANLIB European Equity Fund Aggressive 7 Equity Institutional Single-manager investments Offshore
STANLIB Extra Income Fund Conservative 1 Money Market Individual Single-manager investments Local
STANLIB Extra Income Proposition Conservative 1 Fixed Income Institutional Single-manager investments Local
STANLIB Extra Income Proposition Conservative 1 Cash Solutions Institutional Single-manager investments Local
STANLIB Flexible Income Fund Moderately conservative 3 Fixed Income Individual Single-manager investments Local
STANLIB Global Aggressive Fund Aggressive 7 Equity Individual Single-manager investments Offshore
STANLIB Global Aggressive Fund (STOUT) Aggressive 1 Equity Individual Single-manager investments Offshore
STANLIB Global Balanced Cautious Feeder Fund Moderately aggressive 3 Multi-Asset Individual Single-manager investments Offshore
STANLIB Global Balanced Cautious Fund Moderate 7 Multi-Asset Individual Single-manager investments Offshore
STANLIB Global Balanced Cautious Fund Aggressive 7 Multi-Asset Institutional Single-manager investments Offshore
STANLIB Global Balanced Feeder Fund Moderately aggressive 3 Multi-Asset Individual Single-manager investments Offshore
STANLIB Global Balanced Fund Moderately aggressive 7 Multi-Asset Individual Single-manager investments Offshore
STANLIB Global Balanced Fund Aggressive 7 Multi-Asset Institutional Single-manager investments Offshore
STANLIB Global Balanced Proposition Moderate 5 Multi-Asset Institutional Single-manager investments Local
STANLIB Global Bond Feeder Fund Aggressive 3 Fixed Income Individual Single-manager investments Offshore
STANLIB Global Bond Fund Moderately conservative 7 Fixed Income Individual Single-manager investments Offshore
STANLIB Global Bond Fund Aggressive 7 Fixed Income Institutional Single-manager investments Offshore
STANLIB Global Emerging Markets Fund Aggressive 7 Equity Individual Single-manager investments Offshore
STANLIB Global Equity Feeder Fund Aggressive 5 Equity Individual Single-manager investments Offshore
STANLIB Global Equity Fund Aggressive 7 Equity Individual Single-manager investments Offshore
STANLIB Global Government Bond Index Feeder ETF Moderately conservative 3 Fixed Income Individual Index and quantitative investments Offshore
STANLIB Global Government Bond Index Feeder Fund Moderately conservative 3 Fixed Income Individual Index and quantitative investments Offshore
STANLIB Global Property Feeder Fund Aggressive 3 Listed Property Individual Single-manager investments Offshore
STANLIB Global Property Fund Moderately aggressive 7 Listed Property Individual Single-manager investments Offshore
STANLIB Global Property Fund Moderately aggressive 7 Listed Property Institutional Single-manager investments Offshore
STANLIB Global REIT Index Feeder ETF Aggressive 5 Listed Property Individual Index and quantitative investments Offshore
STANLIB Global REIT Index Feeder Fund Aggressive 5 Listed Property Individual Index and quantitative investments Offshore
STANLIB High Alpha Global Equity Fund Aggressive 7 Equity Institutional Single-manager investments Offshore
STANLIB High Equity Passive Balanced Fund of Funds Aggressive 5 Multi-Asset Individual Index and quantitative investments Local
STANLIB Income Fund Trust Moderate 3 Fixed Income Individual Single-manager investments Rest of Africa
STANLIB Income Proposition Conservative 1 Fixed Income Institutional Single-manager investments Local
STANLIB Income Proposition Conservative 1 Cash Solutions Institutional Single-manager investments Local
STANLIB Index Fund (SWIX) Aggressive 5 Equity Individual Index and quantitative investments Local
STANLIB Inflation Linked Bond Index Tracker Fund Moderately conservative 1 Fixed Income Individual Index and quantitative investments Local
STANLIB Inflation Plus 5% Fund Moderate 5 Absolute Returns Individual Single-manager investments Local
STANLIB Institutional Money Market Proposition Conservative 1 Fixed Income Institutional Single-manager investments Local
STANLIB International Property Proposition Moderately aggressive 7 Listed Property Institutional Single-manager investments Offshore
STANLIB Lesotho Equity Fund Aggressive 7 Equity Individual Single-manager investments Rest of Africa
STANLIB Lesotho Income Fund Conservative 1 Fixed Income Individual Single-manager investments Rest of Africa
STANLIB Lesotho Money Market Fund Conservative 1 Money Market Individual Single-manager investments Rest of Africa
STANLIB Low Equity Passive Balanced Fund of Funds Moderate 3 Multi-Asset Individual Index and quantitative investments Local
STANLIB Medical Investment Proposition Moderate 5 Absolute Returns Institutional Single-manager investments Local
STANLIB Money Market Fund Conservative 1 Money Market Individual Single-manager investments Local
STANLIB MSCI World Index Feeder ETF Aggressive 5 Equity Individual Index and quantitative investments Offshore
STANLIB MSCI World Index Feeder Fund Aggressive 5 Equity Individual Index and quantitative investments Offshore
STANLIB Multi-Manager Absolute Income Fund Absolute Returns Individual Multi-manager investments Local
STANLIB Multi-Manager Balanced Fund Multi-Asset Individual Multi-manager investments Local
STANLIB Multi-Manager Balanced Fund Multi-Asset Institutional Multi-manager investments Local
STANLIB Multi-Manager Bond Fund Fixed Income Individual Multi-manager investments Local
STANLIB Multi-Manager Bond Fund Fixed Income Institutional Multi-manager investments Local
STANLIB Multi-Manager Defensive Balanced Fund Multi-Asset Individual Multi-manager investments Local
STANLIB Multi-Manager Defensive Balanced Fund Multi-Asset Institutional Multi-manager investments Local
STANLIB Multi-Manager Diversified Equity Fund of Funds Equity Individual Multi-manager investments Local
STANLIB Multi-Manager Diversified Equity Fund of Funds Equity Institutional Multi-manager investments Local
STANLIB Multi-Manager Enhanced Yield Fund Money Market Individual Multi-manager investments Local
STANLIB Multi-Manager Enhanced Yield Fund Money Market Institutional Multi-manager investments Local
STANLIB Multi-Manager Flexible Property Fund Listed Property Individual Multi-manager investments Local
STANLIB Multi-Manager Global Bond Fund Fixed Income Individual Multi-manager investments Offshore
STANLIB Multi-Manager Global Bond Fund Fixed Income Individual Multi-manager investments Offshore
STANLIB Multi-Manager Global Equity Feeder Fund Equity Individual Multi-manager investments Local
STANLIB Multi-Manager Global Equity Fund Equity Individual Multi-manager investments Offshore
STANLIB Multi-Manager Global Equity Fund Equity Individual Multi-manager investments Offshore
STANLIB Multi-Manager High Equity Fund of Funds Multi-Asset Individual Multi-manager investments Local
STANLIB Multi-Manager Low Equity Fund of Funds Multi-Asset Individual Multi-manager investments Local
STANLIB Multi-Manager Medium Equity Fund of Funds Multi-Asset Individual Multi-manager investments Local
STANLIB Multi-Manager Medium-High Equity Fund of Funds Multi-Asset Individual Multi-manager investments Local
STANLIB Multi-Manager NCIS Multi-Strategy Retail Hedge Fund Multi-Asset Individual Multi-manager investments Local
STANLIB Multi-Manager Property Fund Listed Property Individual Multi-manager investments Local
STANLIB Multi-Manager Real Return Fund Multi-Asset Individual Multi-manager investments Local
STANLIB Multi-Manager Real Return Fund Multi-Asset Institutional Multi-manager investments Local
STANLIB Multi-Manager SA Equity Fund Equity Individual Multi-manager investments Local
STANLIB Multi-Manager SA Equity Fund Equity Institutional Multi-manager investments Local
STANLIB Multi-Manager Shari'ah Balanced Fund of Funds Multi-Asset Individual Multi-manager investments Local
STANLIB Multi-Manager Shari'ah Balanced Fund of Funds Multi-Asset Institutional Multi-manager investments Local
STANLIB Offshore America Fund Aggressive 7 Equity Individual Single-manager investments Offshore
STANLIB Property Income Fund Aggressive 3 Listed Property Individual Single-manager investments Local
STANLIB Prudential Bond Fund Moderate 3 Fixed Income Individual Single-manager investments Local
STANLIB Quants Fund Moderately aggressive 5 Multi-Asset Individual Index and quantitative investments Local
STANLIB S&P500 Index Feeder ETF Aggressive 5 Equity Individual Index and quantitative investments Offshore
STANLIB S&P500 Index Feeder Fund Aggressive 5 Equity Individual Index and quantitative investments Offshore
STANLIB S&P500 Info Tech Index Feeder ETF Aggressive 5 Equity Individual Index and quantitative investments Offshore
STANLIB S&P500 Info Tech Index Feeder Fund Aggressive 5 Equity Individual Index and quantitative investments Offshore
STANLIB SA Equity Fund Aggressive 7 Equity Individual Single-manager investments Local
STANLIB SA Property Exchange Traded Fund Aggressive 5 Listed Property Individual Index and quantitative investments Local
STANLIB Sector Neutral Growth and Quality Index Tracker Fund Aggressive 5 Equity Individual Index and quantitative investments Local
STANLIB Sector Neutral Momentum Index Tracker Fund Aggressive 5 Equity Individual Index and quantitative investments Local
STANLIB Sector Neutral Value Index Tracker Fund Aggressive 5 Equity Individual Index and quantitative investments Local
STANLIB Sterling Cash Fund Conservative 7 Money Market Individual Single-manager investments Offshore
STANLIB Swix 40 Exchange Traded Fund Aggressive 5 Equity Individual Index and quantitative investments Local
STANLIB Top 40 Exchanged Traded Fund Aggressive 5 Equity Individual Index and quantitative investments Local
STANLIB US Dollar Cash Fund Conservative 7 Money Market Individual Single-manager investments Offshore
STANLIB USD Cash Fund (STOUT) Conservative 1 Fixed Income Individual Single-manager investments Offshore
STANLIB USD Currency Fund of Funds Aggressive 1 Fixed Income Individual Single-manager investments Offshore
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