STANLIB Flexible Income Fund
STANLIB Global Property Fund
Download Fund Information
The STANLIB Global Property Fund. invests predominantly in listed property shares, mainly through real estate investment trusts, which offer investors exposure to global real estate properties and mortgages. The fund’s intention is to remain fully invested in property. Cash and money market investments are limited to a maximum of 5% of the fund if considered necessary. Investors suited to this fund will be looking for both capital and income growth through investing in shares in global property companies and property related securities listed on exchange in major markets (and to a lesser degree, smaller emerging markets), and real estate investment trusts. South African investors are exposed to additional currency risk.
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