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Fund Overview

The STANLIB Core Multi Style Equity Fund is an active equity fund that aims to provide investors with sustainable capital growth over the long-term by conservatively investing in a broad range of South African equities. The investment team combines our bottom-up fundamental and quantitative insight with our unique top-down macro research. The fund invests in quality companies with high returns on capital as well as high potential for earnings growth, at attractive valuations. Portfolio construction and risk management form an integral part of the investment process.

Additional Fund Information

Classification: South African - Equity - General Equity
Benchmark: FTSE/JSE Capped SWIX All Share Index (J433T)
Regulation 28: Does not comply

Fund Overview

The fund suits investors looking for a reasonable income from investments that also provide for some capital growth over the longer term. The fund is made up of a diversified spread of investments in local and offshore assets including equity, cash, bonds and property. Equity exposure is capped at 40% of the portfolio. The fund invests in South African and foreign investment markets, up to the limits allowed by the ASISA South African Multi Asset-Low Equity classification.

Additional Fund Information

Classification: South African – Interest Bearing – Variable Term

Benchmark: BESA All Bond Index

Regulation 28: Complies

Related Funds

Additional Fund Information

Classification: South African – Interest Bearing – Variable Term

Benchmark: BESA All Bond Index

Regulation 28: Complies

Related Funds

Fund Manager

Rademeyer Vermaak

Fund Manager

Victor Mphaphuli

Fund Managers

Victor Mphaphuli

Sylvester Kobo

Fund Managers

Victor Mphaphuli

Sylvester Kobo

Somebody Else

Overview

STANLIB’s Multi-strategy team adopts a unique multi-dimensional investment framework as well as a proactive approach to risk management to deliver investors stable and real returns over the medium to longer term whilst protecting their capital. Risk management is integral to the investment process, and portfolios are constructed on a marginal contribution to risk basis. Portfolio construction begins with the setting of clear risk parameters that are deliberate and not an afterthought.

 

Our multi-dimensional framework enables us to identify risks and opportunities across the global investment landscape. This framework includes several dimensions and is not solely valuation-focused. This allows us to draw on a pool of possible opportunities offering different risks, asset classes, geographies and sectors. We evaluate our performance not only on a pure return basis but, more importantly, on a risk-adjusted basis.

 

We take a broad view of markets and interrogate our views. Our scenario-based tactical asset allocation process then allows us to, take into account a wide range of possible eventualities that could affect markets and the consequent implication for specific assets, their volatility and in some cases correlations. This process forces us to factor in alternate outcomes and contrary views. It gives us a distinct advantage in managing risk and makes our process dynamic and versatile in an ever-changing market environment.

Investment Philosophy

STANLIB Multi-strategy team’s philosophy is anchored on three core beliefs:


  • Risk is inherent in all assets, even cash. Cash delivers a poor real return in the long term, and is always denominated in a particular currency, so currency risk must be actively managed.
  • Generating long-term returns is all about managing risk. Managing risk in a portfolio requires more than simply diversifying with traditional asset classes where correlations vary in times of market stress as correlations generally converge. Preserving our clients’ capital during these market events requires a different approach to portfolio construction.
  • The concentration of risks in equities requires careful management. It is important to include a wide source of returns rather than relying on equities as the predominant growth asset.

Investment Team

Portfolio managers within the Multi-strategy team bring relevant but differentiated skills drawn from their diverse backgrounds.

 

Differences of opinion and perspective are actively encouraged and accommodated. This is the bedrock on which our philosophy and thinking is built. It is a significant element that makes our team different from any other.

Marius Oberholzer
Marius Oberholzer

Marius Oberholzer with more than 20 years’ experience, leads the team of highly experienced, passionate investment professionals who collectively hold more than 60 years of investment experience.

Our Funds

Why Us?

We aim to deliver absolute returns through a flexible asset allocation framework to embrace growth and management of downside risk to protect capital. We have a diverse skillset and use a mutli-dimensional framework to identify risks and opportunities. We use a wide-ranging toolkit and apply a risk-based approach to assest allocation.

Overview

The Multi-Strategy investment team* of portfolio managers, analysts and strategists has deep expertise and a strong investment performance track record managing sizable institutional portfolios under this strategy.

 

*The STANLIB Multi-Strategy team assumed accountability for the STANLIB Balanced Cautious Fund on 1 April 2023 and have added the portfolios into their sizeable pool of multi-asset capabilities.

Investment Philosophy

The team’s guiding philosophy is that all assets are risk assets, depending on where you are in the cycle. Diversification and focused risk management matter, and their asset allocation process works hard to make sure portfolios are truly diversified, and all risks are considered and actively managed.

Why Us?

The team’s distinctive multi-asset investment philosophy and process are geared for greater flexibility, with access to broader asset allocation opportunities, across multiple asset classes and sub strategies, as well as a strong underlying risk management process.

 

The team designs, deploys and risk manages assets across the globe deploying capital using qualitative and quantitative techniques and utilise passive, active, listed and unlisted assets on both a direct and indirect basis to deliver required client outcomes.

Investment Team

The team comprises of 10 investment professionals, with combined experience of 150 years, and has delivered strong investment performance.

 

The team is designed around diversity of thinking and backgrounds and benefits from our strategic offshore partnership with J.P. Morgan Asset Management, which acts as an extension of our investment team.

Marius Oberholzer
Marius Oberholzer

Marius is Head of Multi-Strategy Investments at STANLIB. He has over 20 years of global investment experience. Marius holds a BCom degree from Stellenbosch University and an MSc in Global Finance from Stern School of Business at New York University and the Hong Kong University of Science and Technology. He holds the IMC UK investment qualification.

Our Funds

Overview

Managed according to the philosophy of the STANLIB Systematic Solutions Investment team since June 2023, it is managed with no style bias with the objective to deliver consistent risk-adjusted returns and build long-term wealth for our clients.

Investment Philosophy

STANLIB Systematic Solution’s overarching investment philosophy is that our unemotional investment approach seeks to create portfolios that will achieve our clients’ desired outcomes in a transparent, cost-effective and intuitive manner. Our investment approach is active, fundamental investing achieved in a disciplined, consistent, and systematic way, which eliminates behavioural bias. We believe that identifiable, persistent and systematic drivers of returns (i.e. investment styles) exist in the global equity markets, as well as the South African equity market. We see this rational and pioneering approach as the natural evolution of equity investing.

Why Us?

STANLIB Systematic Solutions is strongly resourced to be the centre of excellence within the greater STANLIB in modern systematic portfolio management approaches which uses cutting-edge technology, progressive evidence-based data analysis, and innovative portfolio construction techniques.

 

We believe that by taking a systematic, evidence-based, disciplined investment approach, we create portfolios that achieve clients’ desired outcomes in a transparent, cost-effective, and intuitive manner.

Investment Team

STANLIB Systematic Solutions, one of STANLIB’s specialist investment teams, manages systematic beta and alpha strategies, with sizable assets under management. The team comprises of nine highly qualified investment professionals, with over 110 years of combined experience. The team boasts a strong reputation, is optimally sized, and has depth and breadth of experience.

Rademeyer Vermaak
Rademeyer Vermaak

Rademeyer joined the Systematic Solutions team in December 2019. He started his career as an electronic engineer before moving to the financial services sector. Immediately prior to STANLIB, he worked for Fairtree Asset Management as the head of quantitative research and as a portfolio manager.

Our Funds

Overview

STANLIB Fixed Income is one of the largest fixed income asset managers in South Africa with one of the strongest and broadest fixed income capabilities in the country.

We have a compelling investment philosophy and process which has delivered great results for our clients over many years and different market environments. We add value through the implementation of a multi-dimensional approach to active management using interest rate cycles, yield curve shape changes, duration management, credit positioning and relative value analysis.

Investment Philosophy

STANLIB Fixed Income believes that over time fixed income markets are efficient and will revert to fair value levels. In the short term inefficiencies can exist that lead to valuations deviating from these fundamental values, providing tactical opportunities to generate enhanced returns. As an active fixed income manager, we regularly exploit these inefficiencies to add value to our client portfolios.

 

We believe that by employing our extensive experience, resources, expertise and leveraging off the size of our business, we can exploit market inefficiencies, by actively identifying diverse sources of value-add opportunities.

 

Our investment philosophy is strongly rooted in economic fundamentals.  All our investment decisions are backed by sound research, market experience and our ability to execute quickly when markets move. Unlike many other fixed income managers, we do not simply buy and hold but stay close to the markets to identify and take advantage of opportunities. The core of our investment philosophy and process has remained the same for over 20 years. This has created consistency and team-wide deep knowledge of what we do and why we do it.

Why Us?

We are one of the largest fixed income managers in SA, which gives us a competitive advantage in negotiating preferential interest rates on investment opportunities. We have a highliy experienced team who create tailored solutions. As a significant industry player, we deliver consistent outcomes.

Investment Team

Our seasoned fixed income team is unrivalled in size and experience and are flexible, dynamic managers who analyse the whole fixed income market, giving us a broad view on opportunities and risks. Whether it is the short end of the curve or long end, we can take a view across the fixed income spectrum, which gives us greater flexibility to realise our investment ideas.
Victor Mphaphuli
Victor Mphaphuli

The investment team is headed by Victor Mphaphuli and our investment professionals hold 200 years of collective investment experience.

Our Funds

Overview

STANLIB Listed Property is one of the largest listed property managers in South Africa in both the domestic and global listed property market. Our listed property research and investment experience spans the globe including South Africa, pan-Africa, developed markets and emerging markets. Through this depth of experience and expertise, the team manages STANLIB’s local and global property portfolios. 

 

Our fund management objective is to provide a stable, predictable and growing income source and generate capital growth over time. We are active managers who invest with high conviction through in-depth bottom up fundamental research.

Investment Philosophy

We believe that through in-depth fundamental, bottom-up research we can invest with high conviction in property companies that will produce superior long-term risk-adjusted returns. We do this by investing in companies that:
  • Generate quality, long-term earnings;
  • Have a portfolio of assets that generate sustainable growth in rental streams;
  • Have proactive, credible management;
  • Have appropriate tenant, lease and debt profiles; and
  • Are trading at attractive values relative to their quality and income growth prospects.
We believe that we can use our experience, resources and expertise to maximise returns by identifying diverse opportunities to drive outperformance.

To learn more about our Global property offering click here.

Investment Team

Our experienced, passionate team of property specialists holds a diverse and complementary skillset.

Nesi Chetty
Nesi Chetty

The team led by Nesi Chetty has over 70 years combined experience in real estate investing.

Our Funds

Why Us?

We are one of the largest listed property managers in SA, investing primarily in quality real estate with the potential to generate incremental growth in rental streams. Our size enables us to support good governance in the listed property industry and to negotiate favourable terms to the benefit of investors.

 

With our global reach, our strong specialist team invests with high conviction.

Overview

STANLIB’s offshore capabilities span equity, bond and property asset classes ensuring we offer clients sufficient choice to diversify their local portfolios. Our Listed property team has established deep experience in offshore investing whilst for equity (including balanced) and bond portfolio management we have chosen to partner with global experts. Alignment of culture and investment thinking is critical in chosing an offshore partner while the benefit of “having feet on the ground” and experts in their fields enables us to deliver an optimal offshore solution to our clients. 

STANLIB partners with Brandywine Global Investment Management to manage STANLIB’s global bond funds .

 

Brandywine has significant expertise and a proven track record in bond markets with over 30 years’ experience managing global bonds. They currently manage over $70 billion in global assets and have managed STANLIB’s global bond portfolios since inception. The firm’s headquarters are in Philadelphia, with offices in London, Singapore, San Francisco, Toronto and Montreal.

 

Brandywine is a pioneer of unconstrained investing and takes a differentiated approach to global bond selection. Portfolio managers use a top-down, bottom-up, macro-driven, value-oriented approach to portfolio construction. The team believes global bond benchmarks are flawed due to their construction methodology, resulting in opportunities for investors.

Our partner in the management of global equity and balanced funds is Columbia Threadneedle, the asset management arm of Fortune 500 company, Ameriprise Financial.

 

Columbia Threadneedle manages over $400 billion in assets, employing over 2 000 professionals across the globe.  They have a proven track record in global equity and multi-asset investing and are dedicated to generating outperformance for investors.

 

The portfolio management teams at Columbia Threadneedle aim to deliver competitive, repeatable risk-adjusted returns by taking an active approach to asset management. Portfolio managers apply a quality and growth style strategy, which has produced highly successful results since inception. Using a combination of macro and micro insights, the team appropriately and carefully allocates risk to deliver outperformance. Columbia Threadneedle’s process is team-based and performance-driven.

STANLIB’s Listed Property team depth and breadth of experience and expertise in global property assets is anchored on having worked in various offshore regions as well as regular travel to relevant locations ensuring they maintain “on-the-ground” research to inform optimal investment decisions. 

 

The team believes that markets are at times inefficient and stock prices do not always reflect all available information. We believe we can use our experience, resources, and expertise to select stocks that will outperform.

 

We focus on stocks that will provide high and sustainable income and capital growth over time. We ensure our portfolios are well diversified by choosing stocks across different sectors, such as office, industrial and retail space as well as those exposed to different geographies.

 

Our focus on fundamental analysis means we are not shy to take contrarian views and our portfolios may look different from prevailing market trends and sentiment.

Why Choose STANLIB to manage your offshore funds?

We offer world-class investment expertise in global cash, bond, equity, multi-asset and property funds through our global partnerships.

Global expertise
Our global partners  and local teams are experts in their field with many years of experience in managing funds.

Extensive research
Research teams, spread across many regions and countries, focus on finding the best global investment opportunities.

Client focused offering
We meet regularly with our global specialists, building relationships with their teams so they understand our clients’ needs and expectations.

Optimal outcomes
Our global specialists focus on constructing portfolios that will add value and deliver appropriate returns for each asset class.

Our Funds

Overview

STANLIB’s Multi-strategy team adopts a unique multi-dimensional investment framework as well as a proactive approach to risk management to deliver investors stable and real returns over the medium to longer term whilst protecting their capital. Risk management is integral to the investment process, and portfolios are constructed on a marginal contribution to risk basis. Portfolio construction begins with the setting of clear risk parameters that are deliberate and not an afterthought.

 

Our multi-dimensional framework enables us to identify risks and opportunities across the global investment landscape. This framework includes several dimensions and is not solely valuation-focused. This allows us to draw on a pool of possible opportunities offering different risks, asset classes, geographies and sectors. We evaluate our performance not only on a pure return basis but, more importantly, on a risk-adjusted basis.

 

We take a broad view of markets and interrogate our views. Our scenario-based tactical asset allocation process then allows us to, take into account a wide range of possible eventualities that could affect markets and the consequent implication for specific assets, their volatility and in some cases correlations. This process forces us to factor in alternate outcomes and contrary views. It gives us a distinct advantage in managing risk and makes our process dynamic and versatile in an ever-changing market environment.

Investment Philosophy

STANLIB Multi-strategy team’s philosophy is anchored on three core beliefs:


  • Risk is inherent in all assets, even cash. Cash delivers a poor real return in the long term, and is always denominated in a particular currency, so currency risk must be actively managed.
  • Generating long-term returns is all about managing risk. Managing risk in a portfolio requires more than simply diversifying with traditional asset classes where correlations vary in times of market stress as correlations generally converge. Preserving our clients’ capital during these market events requires a different approach to portfolio construction.
  • The concentration of risks in equities requires careful management. It is important to include a wide source of returns rather than relying on equities as the predominant growth asset.

Investment Team

Portfolio managers within the Multi-strategy team bring relevant but differentiated skills drawn from their diverse backgrounds.

 

Differences of opinion and perspective are actively encouraged and accommodated. This is the bedrock on which our philosophy and thinking is built. It is a significant element that makes our team different from any other.

Marius Oberholzer
Marius Oberholzer

Marius Oberholzer with more than 20 years’ experience, leads the team of highly experienced, passionate investment professionals who collectively hold more than 60 years of investment experience.

Our Funds

Why Us?

We aim to deliver absolute returns through a flexible asset allocation framework to embrace growth and management of downside risk to protect capital. We have a diverse skillset and use a mutli-dimensional framework to identify risks and opportunities. We use a wide-ranging toolkit and apply a risk-based approach to assest allocation.

Overview

The Multi-Strategy investment team* of portfolio managers, analysts and strategists has deep expertise and a strong investment performance track record managing sizable institutional portfolios under this strategy.

 

*The STANLIB Multi-Strategy team assumed accountability for the STANLIB Balanced Cautious Fund on 1 April 2023 and have added the portfolios into their sizeable pool of multi-asset capabilities.

Investment Philosophy

The team’s guiding philosophy is that all assets are risk assets, depending on where you are in the cycle. Diversification and focused risk management matter, and their asset allocation process works hard to make sure portfolios are truly diversified, and all risks are considered and actively managed.

Why Us?

The team’s distinctive multi-asset investment philosophy and process are geared for greater flexibility, with access to broader asset allocation opportunities, across multiple asset classes and sub strategies, as well as a strong underlying risk management process.

 

The team designs, deploys and risk manages assets across the globe deploying capital using qualitative and quantitative techniques and utilise passive, active, listed and unlisted assets on both a direct and indirect basis to deliver required client outcomes.

Investment Team

The team comprises of 10 investment professionals, with combined experience of 150 years, and has delivered strong investment performance.

 

The team is designed around diversity of thinking and backgrounds and benefits from our strategic offshore partnership with J.P. Morgan Asset Management, which acts as an extension of our investment team.

Marius Oberholzer
Marius Oberholzer

Marius is Head of Multi-Strategy Investments at STANLIB. He has over 20 years of global investment experience. Marius holds a BCom degree from Stellenbosch University and an MSc in Global Finance from Stern School of Business at New York University and the Hong Kong University of Science and Technology. He holds the IMC UK investment qualification.

Our Funds

Overview

Managed according to the philosophy of the STANLIB Systematic Solutions Investment team since June 2023, it is managed with no style bias with the objective to deliver consistent risk-adjusted returns and build long-term wealth for our clients.

Investment Philosophy

STANLIB Systematic Solution’s overarching investment philosophy is that our unemotional investment approach seeks to create portfolios that will achieve our clients’ desired outcomes in a transparent, cost-effective and intuitive manner. Our investment approach is active, fundamental investing achieved in a disciplined, consistent, and systematic way, which eliminates behavioural bias. We believe that identifiable, persistent and systematic drivers of returns (i.e. investment styles) exist in the global equity markets, as well as the South African equity market. We see this rational and pioneering approach as the natural evolution of equity investing.

Why Us?

STANLIB Systematic Solutions is strongly resourced to be the centre of excellence within the greater STANLIB in modern systematic portfolio management approaches which uses cutting-edge technology, progressive evidence-based data analysis, and innovative portfolio construction techniques.

 

We believe that by taking a systematic, evidence-based, disciplined investment approach, we create portfolios that achieve clients’ desired outcomes in a transparent, cost-effective, and intuitive manner.

Investment Team

STANLIB Systematic Solutions, one of STANLIB’s specialist investment teams, manages systematic beta and alpha strategies, with sizable assets under management. The team comprises of nine highly qualified investment professionals, with over 110 years of combined experience. The team boasts a strong reputation, is optimally sized, and has depth and breadth of experience.

Rademeyer Vermaak
Rademeyer Vermaak

Rademeyer joined the Systematic Solutions team in December 2019. He started his career as an electronic engineer before moving to the financial services sector. Immediately prior to STANLIB, he worked for Fairtree Asset Management as the head of quantitative research and as a portfolio manager.

Our Funds

Overview

STANLIB Fixed Income is one of the largest fixed income asset managers in South Africa with one of the strongest and broadest fixed income capabilities in the country.

We have a compelling investment philosophy and process which has delivered great results for our clients over many years and different market environments. We add value through the implementation of a multi-dimensional approach to active management using interest rate cycles, yield curve shape changes, duration management, credit positioning and relative value analysis.

Investment Philosophy

STANLIB Fixed Income believes that over time fixed income markets are efficient and will revert to fair value levels. In the short term inefficiencies can exist that lead to valuations deviating from these fundamental values, providing tactical opportunities to generate enhanced returns. As an active fixed income manager, we regularly exploit these inefficiencies to add value to our client portfolios.

 

We believe that by employing our extensive experience, resources, expertise and leveraging off the size of our business, we can exploit market inefficiencies, by actively identifying diverse sources of value-add opportunities.

 

Our investment philosophy is strongly rooted in economic fundamentals.  All our investment decisions are backed by sound research, market experience and our ability to execute quickly when markets move. Unlike many other fixed income managers, we do not simply buy and hold but stay close to the markets to identify and take advantage of opportunities. The core of our investment philosophy and process has remained the same for over 20 years. This has created consistency and team-wide deep knowledge of what we do and why we do it.

Why Us?

We are one of the largest fixed income managers in SA, which gives us a competitive advantage in negotiating preferential interest rates on investment opportunities. We have a highliy experienced team who create tailored solutions. As a significant industry player, we deliver consistent outcomes.

Investment Team

Our seasoned fixed income team is unrivalled in size and experience and are flexible, dynamic managers who analyse the whole fixed income market, giving us a broad view on opportunities and risks. Whether it is the short end of the curve or long end, we can take a view across the fixed income spectrum, which gives us greater flexibility to realise our investment ideas.
Victor Mphaphuli
Victor Mphaphuli

The investment team is headed by Victor Mphaphuli and our investment professionals hold 200 years of collective investment experience.

Our Funds

Overview

STANLIB Listed Property is one of the largest listed property managers in South Africa in both the domestic and global listed property market. Our listed property research and investment experience spans the globe including South Africa, pan-Africa, developed markets and emerging markets. Through this depth of experience and expertise, the team manages STANLIB’s local and global property portfolios. 

 

Our fund management objective is to provide a stable, predictable and growing income source and generate capital growth over time. We are active managers who invest with high conviction through in-depth bottom up fundamental research.

Investment Philosophy

We believe that through in-depth fundamental, bottom-up research we can invest with high conviction in property companies that will produce superior long-term risk-adjusted returns. We do this by investing in companies that:
  • Generate quality, long-term earnings;
  • Have a portfolio of assets that generate sustainable growth in rental streams;
  • Have proactive, credible management;
  • Have appropriate tenant, lease and debt profiles; and
  • Are trading at attractive values relative to their quality and income growth prospects.
We believe that we can use our experience, resources and expertise to maximise returns by identifying diverse opportunities to drive outperformance.

To learn more about our Global property offering click here.

Investment Team

Our experienced, passionate team of property specialists holds a diverse and complementary skillset.

Nesi Chetty
Nesi Chetty

The team led by Nesi Chetty has over 70 years combined experience in real estate investing.

Our Funds

Why Us?

We are one of the largest listed property managers in SA, investing primarily in quality real estate with the potential to generate incremental growth in rental streams. Our size enables us to support good governance in the listed property industry and to negotiate favourable terms to the benefit of investors.

 

With our global reach, our strong specialist team invests with high conviction.

Overview

STANLIB’s offshore capabilities span equity, bond and property asset classes ensuring we offer clients sufficient choice to diversify their local portfolios. Our Listed property team has established deep experience in offshore investing whilst for equity (including balanced) and bond portfolio management we have chosen to partner with global experts. Alignment of culture and investment thinking is critical in chosing an offshore partner while the benefit of “having feet on the ground” and experts in their fields enables us to deliver an optimal offshore solution to our clients. 

STANLIB partners with Brandywine Global Investment Management to manage STANLIB’s global bond funds .

 

Brandywine has significant expertise and a proven track record in bond markets with over 30 years’ experience managing global bonds. They currently manage over $70 billion in global assets and have managed STANLIB’s global bond portfolios since inception. The firm’s headquarters are in Philadelphia, with offices in London, Singapore, San Francisco, Toronto and Montreal.

 

Brandywine is a pioneer of unconstrained investing and takes a differentiated approach to global bond selection. Portfolio managers use a top-down, bottom-up, macro-driven, value-oriented approach to portfolio construction. The team believes global bond benchmarks are flawed due to their construction methodology, resulting in opportunities for investors.

Our partner in the management of global equity and balanced funds is Columbia Threadneedle, the asset management arm of Fortune 500 company, Ameriprise Financial.

 

Columbia Threadneedle manages over $400 billion in assets, employing over 2 000 professionals across the globe.  They have a proven track record in global equity and multi-asset investing and are dedicated to generating outperformance for investors.

 

The portfolio management teams at Columbia Threadneedle aim to deliver competitive, repeatable risk-adjusted returns by taking an active approach to asset management. Portfolio managers apply a quality and growth style strategy, which has produced highly successful results since inception. Using a combination of macro and micro insights, the team appropriately and carefully allocates risk to deliver outperformance. Columbia Threadneedle’s process is team-based and performance-driven.

STANLIB’s Listed Property team depth and breadth of experience and expertise in global property assets is anchored on having worked in various offshore regions as well as regular travel to relevant locations ensuring they maintain “on-the-ground” research to inform optimal investment decisions. 

 

The team believes that markets are at times inefficient and stock prices do not always reflect all available information. We believe we can use our experience, resources, and expertise to select stocks that will outperform.

 

We focus on stocks that will provide high and sustainable income and capital growth over time. We ensure our portfolios are well diversified by choosing stocks across different sectors, such as office, industrial and retail space as well as those exposed to different geographies.

 

Our focus on fundamental analysis means we are not shy to take contrarian views and our portfolios may look different from prevailing market trends and sentiment.

Why Choose STANLIB to manage your offshore funds?

We offer world-class investment expertise in global cash, bond, equity, multi-asset and property funds through our global partnerships.

Global expertise
Our global partners  and local teams are experts in their field with many years of experience in managing funds.

Extensive research
Research teams, spread across many regions and countries, focus on finding the best global investment opportunities.

Client focused offering
We meet regularly with our global specialists, building relationships with their teams so they understand our clients’ needs and expectations.

Optimal outcomes
Our global specialists focus on constructing portfolios that will add value and deliver appropriate returns for each asset class.

Our Funds