A fundamental research-driven approach to active management

As an asset class, offshore equity offers a compelling diversification and growth opportunity.

STANLIB has partnered with J.P. Morgan Asset Management (JPMAM) to create an offshore equity fund that offers SA investors a best ideas, diversified “all weather” equity portfolio managed by JPMAM’s world-class equity team.

The STANLIB Global Select Fund invests in the high conviction ideas globally from JPMAM’s team of career research analysts following an investment discipline that has been in place for more than three decades. Their focus on proprietary long-term earnings and cash flow forecasts makes this process better placed to capture the opportunities arising from structural as well as cyclical changes taking place across industries today.

• Global expertise meets local insights
  Two highly experienced London-based JPMAM portfolio managers, backed by a team of around 80 career equity research analysts around the world following an investment discipline that has been in place for more than three decades.
• High conviction, fundamental research-driven, active management
  The fund invests in the high conviction ideas globally from JPMAM’s world-class team with a focus on long-term forecasts to capture opportunities arising from structural and cyclical changes.
• All weather portfolio able to perform in a variety of market environments
  A global best-ideas portfolio focusing on JPMAM’s analysts’ strongest stock recommendations globally, in each sector, with a risk-control overlay.
• Proven results over more than three decades
  The fund follows the same fundamental research-driven strategy as the JPM Global Select Equity Strategy. Since inception*, it has delivered an annualised gross return of 12.37% against the MSCI World Index benchmark’s return of 9.6%.

*Since inception date of composite return is 30/11/2015. Returns to 30 June 2023.

The fund is available in US dollars and as a rand feeder fund.