Why us?

We are one of the largest fixed income managers in SA, which gives us a competitive advantage in negotiating preferential interest rates on investment opportunities
Highly experienced team We are an award-winning team with over 180 years’ collective investment experience.
Tailored solutions We have a 360-degree view of the markets, which helps us identify opportunities and construct optimal portfolios.
Significant industry player We manage over R200 billion and will regularly be given first access to major fixed income deals in SA.
Consistent outcomes We provide investors with stable income throughout the business cycle.

How we invest

We are flexible, dynamic managers who stay close to the market.We analyse the whole fixed income market, giving us a broad view on opportunities and risks. Whether it is the short end of the curve or long end, we can take a view across the fixed income spectrum, which gives us greater flexibility to realise our investment ideas.

Our investment philosophy is strongly rooted in economic fundamentals. Investment decisions are formulated by analysing macroeconomic data on a global and local level. Particular attention is paid to GDP forecasts, the drivers of GDP, inflation, interest rates and the fair value of interest-rate sensitive instruments.

We believe over time markets revert to fair value, but in the short term inefficiencies can exist that provide structural and tactical opportunities to generate enhanced returns. We actively exploit these market inefficiencies.

Portfolios are managed with a medium to long-term outlook. Active portfolio management is used to benefit from opportunities caused by short-term pricing mismatches.

All our investment decisions are backed by sound research, market experience and our ability to execute quickly when markets move. Unlike many other fixed income managers, we do not simply buy and hold. We are active on short-term opportunities when and where appropriate for the portfolios.

We have a consistent, diligent process aimed at optimising client returns.

We analyse the market cycle context through global and local macroeconomic research and use the four primary levers of credit, the interest rate curve, duration and relative value to execute our market views.
The team meets fortnightly to consolidate medium to long-term views on the market.

A keen focus on risk underpins our process. We know at all times where the at-risk portion of our portfolios are. We execute quickly when markets dictate but always with an eye on long-term portfolio building, consistency and stability.


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Fund information and Fact sheets

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      Overview


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