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STANLIB Balanced Cautious A

Ranked 53 out of 62 in - Conservative ZAR over 12 months
All calculations are in ZAR unless stated

Objective

The portfolio aims to achieve a reasonable level of current income and long-term capital growth at moderate risk levels whilst aiming to comply with prudential investment guidelines. The portfolio is broadly diversified across all asset classes and sectors and is managed along a combination of strategic and tactical asset allocation. The portfolio’s maximum equity exposure is 40% and other asset class limits will be within prudential investment guidelines.

Performance

Conservative ZAR over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.4% 1.3% 0.6% 2.8% 1.6%
2016 2.2% 1.2% 1.5% 0.1% -0.5%
2015 8.7% 3.3% -0.1% 2.0% 3.3%
2014 7.7% 1.0% 3.0% 1.6% 2.0%
2013 11.3% 3.2% 0.3% 4.0% 3.4%
2012 14.0% 2.9% 2.5% 4.8% 3.2%
2011 8.7% 1.3% 2.2% 2.0% 2.8%
2010 11.8% 3.6% -2.0% 6.6% 3.2%
2009 10.7% -0.3% 2.9% 4.8% 3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date31/12/2008
  • Share Class size7,156Mn
  • Base currencyZAR
  • ISIN ZAE000130373

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Annual management1.50%
  • Initial investment1.5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).