In our recent webinar, we explored the recently launched STANLIB Global Select Fund, which is sub-managed by J.P. Morgan Asset Management. The discussion focused on the investment opportunity and how the fund is designed to excel in diverse market conditions.

The recently launched STANLIB Global Select Fund, is sub-managed by JPMAM. It invests in the high conviction ideas globally from JPMAM’s team of career research analysts, following an investment discipline that has delivered consistent returns for over thirty years.

This process benefits from the team’s focus on proprietary long-term earnings and cash flow forecasts to capture the opportunities arising from current structural and cyclical changes across industries.

Key fund takeouts include:

• Global expertise meets local insights
  The STANLIB Global Select Fund is managed by two highly experienced London-based JPMAM portfolio managers. They’re 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.
• Proven results
  Since inception (30 November 2015), the fund has delivered an annualised gross return of 12.87% against the MSCI World Index benchmark’s return of 9.97% (as at 30 December 2023).
• High conviction, fundamental research-driven, active management
  The fund invests in the high conviction ideas globally from JPMAM’s analysts, 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
  It invests in a core, broadly sector-neutral, “all weather” portfolio, able to perform in a variety of market environments, focusing on JPMAM’s analysts’ strongest stock recommendations, globally, in each sector, with a risk-control overlay.

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