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

Fund Managers

Victor Mphaphuli

Sylvester Kobo

Fund Managers

Victor Mphaphuli

Sylvester Kobo

Somebody Else