STANLIB Global Select Fund
The STANLIB Global Select Fund aims to give South African investors access to the compelling diversification and growth opportunities offshore equity presents, with the secure knowledge the fund is managed by a world-class equity team.
The STANLIB Global Select Fund invests in the high conviction ideas globally from J.P. Morgan Asset Management’s (JPMAM) world-class team of career research analysts following an investment discipline that has been in place for more than three decades.
Invest for more growth in offshore equities
Invest for long-term capital growth and diversification through exposure to global equities, in a broadly sector-neutral “all weather” fund, which is constructed to perform across different market conditions.
Through our partnership with J.P. Morgan Asset Management, investors have access to a global equity fund managed according to a strategy that has delivered benchmark-beating returns for over 30 years.
Why Invest with Us?
Why the Global Select Fund?
Invest for long-term capital growth and diversification through exposure to global equities, in a broadly sector-neutral “all weather” fund, which is constructed to perform across different market conditions.
Why STANLIB?
Through our partnership with J.P. Morgan Asset Management, investors have access to a global equities fund managed according to a strategy that has delivered benchmark-beating returns for over 30 years.
Related Fund
Global Multi-Strategy Diversified Growth Fund
The STANLIB Global Multi-Strategy Diversified Growth Fund seeks to deliver equity-like returns with more stability over the long term through dynamic asset allocation and a robust risk management framework. The fund aims to provide long term capital growth by investing globally across equities, fixed income and currencies.
Global Select Podcast Series
Latest Episodes
Decoding offshore equity opportunities
In this podcast series, Kevin Lings, STANLIB Chief Economist, and Amit Parmar, Investment Specialist at JPMAM, delve into the global equities outlook, opportunities and deeper into the Global Select Fund, including the team's philosophy, stock picking process and thinking.
Benefits of an all weather core global equity fund
In this second podcast of our series, our chief economist, Kevin Lings and Amit Parmar, Investment Specialist at J.P. Morgan Asset Management, delve into the investment philosophy behind the STANLIB Global Select Fund.
Exploring global equity sector and stock ideas
In this podcast, Amit Parmar, JPMAM International Equity Group vice president and investment specialist, discusses with STANLIB’s Chief Economist, Kevin Lings, how various stocks make their way into the STANLIB Global Select Fund. JPMAM uses fundamental, bottom-up stock selection, as its global team of over 80 analysts seek out companies with great business quality, sustainable earnings and long-term drivers. They apply a valuation framework to determine the price that the fund is willing to pay for each stock. Parmar also explains some of the portfolio’s over- and underweight positions and what factors influenced those decisions.
Hold or sell? The STANLIB Global Select Fund constantly evaluates its positions
The Global Select Fund has done exceptionally well over a long period of time. Amit Parmar, JPMAM International Equity Group vice president and investment specialist, explains to STANLIB’s Chief Economist, Kevin Lings, that the fund’s recent performance has been driven by stock selection, especially of semiconductor and media companies. Parmar cites the example of how the team took an early position in Texas Instruments in 2016 and realized profits as the stock became more expensive, reallocating those profits to other well-priced opportunities. There is constant dialogue among the global team to analyse where returns are coming from and how each stock justifies its place in the portfolio.
Core Fund Range
STANLIB Corporate Money Market Fund
This fund is ideal for companies needing short-term and operational cash solutions with same-day liquidity.
It’s conservative, investing in SA money market instruments with banks and government only. And a maximum maturity of 13 months and average duration under 90 days.
STANLIB Corporate Enhanced Yield Fund
This fund is suitable for companies with short to medium-term core or strategic cash needs, offering next-day liquidity.
It’s conservative, investing in SA money market instruments from banks and government only, with a maximum maturity of 5 years and an average duration managed internally under 180 days.
STANLIB Extra Income Fund
This fund aids corporate cash investments with over 6-month maturities, offering next-day liquidity.
It invests in money market instruments, mainly floating rate notes, diversified across banks and highly rated corporates.