STANLIB SA Equity Fund
MANAGEMENT Fund Manager's Comment
Herman van Velze, BSc (Eng) Mining; MBL
With a mining engineering background, Herman started his asset management career in 1993 as a mining analyst. Winner of several awards in 2007, he has successfully managed the STANLIB Balanced Fund since 2005 and is currently Head of Balanced Funds.
Robin Eager
Robin started his investment career in 1998 working in corporate finance - private equity. At STANLIB he began as an Industrial Analyst, transfering in 2006 to managing general equity funds. Robin has successfully managed Balanced Funds since 2007 and is currently Head of Balanced Funds.
Warren Buhai
Following 5 years in corporate finance at Standard Bank, Warren joined STANLIB in 2005 where he initially specialised in resources analysis and portfolio management. He has been a portfolio manager in the Multi-Asset Franchise since 2009.
FUND OBJECTIVES AND FOCUS

The STANLIB SA Equity Fund's objective is the steady growth of income and capital in the longer term. Investments will consist of ordinary shares from a broad spectrum of the sectors of the JSE and when appropriate, other securities, including non-equity securities and preference shares. The trustees shall ensure that the composition of the assets and their respective proportions in this portfolio will not be identical to the STANLIB Wealthbuilder Fund at all times. This portfolio may not have any direct and/or indirect foreign exposure.


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WEBGRAPH
RANKING
SectorSouth African-Equity-General
SizeR1,984,765,007
Sector Rank: 114 out of 121
(lump sum over 3 years to 31 July 2017)
Overall Rank: 797 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 928 at 31 July 2017
( -2.45% annual compound return)
R100 per month since 31 July 2014 was worth R 3496 at 31 July 2017
( -1.92% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 AUG 1994 Holdings:41
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
SASOL (Chemicals)232,48099,543,286 5.02 %
BATS (Tobacco)124,648103,395,516 5.21 %
NASPERS-N (Media)110,947382,878,097 19.29 %
FIRSTRAND (Banks)1,277,08285,883,765 4.33 %
U-SBKIMM (Money Market)92,38892,958 0.00 %
KAP (General Industrials)595,0154,730,369 0.24 %
CASH (Cash on call)065,669,792 3.31 %
U-SLIPROP (Property Unit Trusts)23,284,37796,466,628 4.86 %
EOH (Software - Computer Services)231,14215,588,216 0.79 %
MTN GROUP (Mobile Telecommunications)704,12296,183,065 4.85 %
TOTAL R950,431,69247.9%

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