Flexible Income Fund Investment Strategy Portfolio

Flexible Income Funds

Flexible income funds are designed to provide investors with higher returns than money markets and cash can offer through access to a more diversified set of return drivers, while mitigating the risk of capital losses associated with traditional bond investments.

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The power of investing in the‍
‍STANLIB Flexible Income Fund

A truly active approach
‍This multi-asset income fund uses active and flexible asset allocation across the entire range of fixed income assets available in the market, to preserve capital, provide income, and protect against downside risks through all market cycles. The fund targets a return of CPI+3% over rolling 3-year periods.

An expert investment team
‍Investors looking to secure and grow their wealth should be appropriated positioned with skilled managers that can prepare for and respond to market movements quickly. The fund is managed by a highly skilled and experienced team accomplished in constructing portfolios that navigate changing market conditions to optimise returns and manage risks for investors.

Breadth & scale
‍STANLIB is the largest fixed income asset manager in SA. The team leverages the company’s resources to offer access to sophisticated, active tactical asset allocation across all classes of income-generating assets. STANLIB’s key strategic offshore partner, J.P. Morgan Asset Management further enhances the team’s capabilities.

Why Invest with Us?

Why STANLIB Flexible Income?

Economic and financial market conditions can change rapidly. The STANLIB Flexible Income Fund offers clients the benefits of a robust and agile investment process that offers bond-like returns with reduced volatility for better financial security.

Why STANLIB?

We have a team of investment specialists that can help you achieve any investment goal. Whether your money is looking for more certainty, more return or more impact, we have a solution for your investment needs, no matter the time horizon.

Related Funds

STANLIB Income Fund

The fund aims to maximise income returns while providing investors with capital stability over the medium term by investing in a broad spectrum of fixed income instruments.

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STANLIB Flexible Income Fund

A diversified income fund with flexibility to invest across a range of local and offshore fixed income instruments as well as local listed property to maximise capital growth and income returns.

Fund Fact Sheet

STANLIB Bond Fund

A fund aiming to achieve capital growth and income returns by investing in long term fixed income instruments such as government and corporate bonds.

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Insight & Opinion

Finding income, growth and protection of capital during unusual times

Empty teal cushioned chairs with metal armrests in a waiting area.

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Flexible income fund webinar

Travel map spread open with a Nikon camera, a pencil, a Field Notes notebook, a brown backpack, and various travel guidebooks.

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Adapting to new dynamics in managing credit risk as we move through a recovery

Person reviewing a financial chart on a tablet during a meeting at a wooden table with notebooks and a smartphone nearby.

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Listen to our podcast below

Your money wants to bank on South Africa, do you?

The second episode in our #YourMoneyCanDoMore podcast series, considers your money’s view on investing in South Africa. Host Bongani Bingwa from 702’s Breakfast show and our chief economist Kevin Lings host political analyst, author and speaker, Melanie Verwoerd and political expert at Geopolitical Intelligence Services, Dr Ralph Mathekga to discuss how the current economic, political and social state of the country will impact investments and whether you should bank on a recovering South Africa. Follow the series for more conversations with guests ranging from futurists to AI specialists to global experts, on how to invest for more certainty, more returns, and more impact!

Credit is crucial to economic growth. Considered risk management crucial to credit investments

Tarryn Sankar, head of credit in the STANLIB Fixed Income team, explains that credit is an additional source of low-volatility income in a fixed income portfolio, but careful selection and blending is needed to deliver more certainty and more returns.

FAQs

What is the primary objective of the STANLIB Flexible Income Fund?

The fund aims to preserve capital, provide income, and protect against downside risks through all market cycles using active and flexible asset allocation. It targets a return of CPI+3% over rolling 3-year periods.

How does a flexible income fund differ from traditional cash investments?

Flexible income funds are designed to provide investors with higher returns than money markets and cash can offer by accessing a more diversified set of return drivers, while mitigating the risk of capital losses associated with traditional bond investments.

Who manages the STANLIB Flexible Income Fund?

The fund is managed by a highly skilled and experienced team at STANLIB, the largest fixed income asset manager in South Africa. The team's capabilities are further enhanced by STANLIB’s key strategic offshore partner, J.P. Morgan Asset Management.