STANLIB Flexible Income Fund

STANLIB Global Balanced Cautious Fund

Download Fund Information

Fund Overview

The STANLIB Global Balanced Cautious fund invests in a diverse combination of global stocks and securities across sectors and geographies. The fund is suited to investors looking for relatively stable investment growth from their offshore allocation. In dollar terms this is a relatively stable and low volatility fund with a low weighting to equity. South African investors will be exposed to additional currency risk.

Additional Fund Information

Classification: Global - Multi Asset - Low Equity

Benchmark: Barclays Global Aggregate Bond Index 40% MSCI AC World Index 30% S&P Developed REIT 10% LIBID USD 1m 10% LIBID GBP 1m 5% LIBID EUR 1m 5%

Regulation 28: Does not apply

Fund Overview

The fund suits investors looking for a reasonable income from investments that also provide for some capital growth over the longer term. The fund is made up of a diversified spread of investments in local and offshore assets including equity, cash, bonds and property. Equity exposure is capped at 40% of the portfolio. The fund invests in South African and foreign investment markets, up to the limits allowed by the ASISA South African Multi Asset-Low Equity classification.

Additional Fund Information

Classification: South African – Interest Bearing – Variable Term

Benchmark: BESA All Bond Index

Regulation 28: Complies

Related Funds

Additional Fund Information

Classification: South African – Interest Bearing – Variable Term

Benchmark: BESA All Bond Index

Regulation 28: Complies

Related Funds

Fund Manager

Columbia Threadneedle Investments

Fund Manager

Victor Mphaphuli

Victor Mphaphuli

Fund Managers

Victor Mphaphuli

Victor Mphaphuli

Sylvester Kobo

Fund Managers

Victor Mphaphuli

Victor Mphaphuli

Sylvester Kobo

Somebody Else