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STANLIB Eswatini's funds & solutions
STANLIB Eswatini’s fund range focuses on the needs of our investors, providing sufficient choice without complexity. Whether you are growing or preserving your capital, or drawing an income from your investment, STANLIB has a fund for you.

What is the STANDARD BANK Eswatini MANAGED Fund?

The Standard Bank Swaziland Managed Unit Trust Fund is a specialised investment designed to provide medium-term capital growth and reasonable levels of current income. The fund provides investors with access to growth opportunities in Eswatini as well as exposure to international markets.


The Standard Bank Eswatini Managed Fund’s investment objective is to deliver superior long-term capital and income growth which is comfortably in excess of inflation. The Fund aims to achieve this objective through a balanced mix of investments in the following asset classes: Eswatini and South African Equities, Eswatini and South African Bonds, Eswatini and South African Cash, International Equities, International Bonds and International Cash. Asset Allocation is managed actively in order to secure consistent outperformance and our stock selection process is designed to combine performance with low risk. Maximum use is made of international investment opportunities, as this is critical both for performance and risk diversification.

Who Should Invest?

The Standard Bank Eswatini Managed Fund is suitable for smaller pension funds, private individuals seeking medium-term capital and income growth through exposure to local Eswatini and offshore equity and fixed interest markets. Furthermore, this fund offers the smaller investor access to an actively managed investment suitable for planning towards medium-term financial goals such as education and retirement.

Why Invest in the STANDARD BANK Eswatini MANAGED Fund?

Traditionally, investments in local and global equity and bond markets have been seen as complicated, time consuming or only accessible to large investors. The Standard Bank Eswatini Managed Fund gives smaller investors access to these types of investments through professional expertise that is normally only available to larger investors. This investment is particularly suited to those wishing to provide for medium-term investment needs such as their children’s education and additional pension savings.

Investment Amount

Minimum Initial Investment Amount E 500
Minimum Monthly Debit Order E 200
 
Fees Structure  
 Initial Fee 5.00%
 Annual Management Fee 1.00%

What is the STANDARD BANK Eswatini Money Market Fund?

The Standard Bank Eswatini Money Market Fund is a unit trust (collective investment scheme) fund that aims to maximise income while preserving capital over the medium term, and to ensure liquidity of funds invested. It invests in a wide range of highly marketable short-term debt securities, which include short-term government securities like treasury bills, corporate financial instruments such as bankers’ acceptances, negotiable certificates of deposit (NCDs), commercial paper and other debt securities.

 

There is currently a great demand for alternative cash products in Eswatini, and this fund is ideally positioned for investors who are looking for investment returns that are stronger than local bank deposits with the convenience of a call account.

Who Should Invest?

The fund caters for corporates, institutions and private investors who have cash available to invest over the medium-term, who require the flexibility to withdraw funds at relatively short notice.

 

This fund is suitable for:

Why Invest in the STANDARD BANK Eswatini MOney Market Fund?

In the past, investors have relied on savings accounts as a saving vehicle for a home purchase, children’s education, retirement or for emergencies. Investors now have the opportunity to utilise the Standard Bank Money Market Fund for all their savings needs, at higher yields on cash deposits than traditional savings accounts and term deposits.


The economies of scale achieved through pooling of investments enables the fund manager to purchase higher yielding instruments than individual clients and medium-sized corporates and institutions would not normally have access to through traditional savings and normal bank deposits. The fund also gives investors direct access to the expertise and experience of one of Africa’s leading money market investment teams.

Investment Amount

Minimum Initial Investment Amount

E 15 000 

Minimum Monthly Debit Order 

E 500

 

Fees Structure

 

 Initial Fee 

0.00% 

 Net of Annual Management Fee

0.50% 

Stanlib Eswatini fact sheets

Fund Name Quarterly
Commentary
Comprehensive
Factsheet
Standard Bank Eswatini Managed Fund
Standard Bank Eswatini Money Market Fund