Fund Overview

The STANLIB Balanced fund is suitable for investors who require a real return on their capital over the longer term. The fund is made up of a diversified spread of local and offshore investments including equity cash, bonds and property. The fund would typically have a higher weighting to equity however equity exposure is capped at 75% 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-High Equity classification.

Additional Fund Information

Classification: South African - Multi Asset - High Equity

Benchmark: ASISA Peer Group SA - Multi Asset - High Equity

Regulation 28: Complies

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 Managers

Herman van Velze

Henk Viljoen

Henk Viljoen

Fund Manager

Victor Mphaphuli

Victor Mphaphuli

Fund Managers

Victor Mphaphuli

Victor Mphaphuli

Sylvester Kobo

Fund Managers

Victor Mphaphuli

Victor Mphaphuli

Sylvester Kobo

Somebody Else