STANLIB Quants Fund
MANAGEMENT Fund Manager's Comment
Patrick Mamathuba
Patrick joined STANLIB in 1999 holding various positions including bond trader, portfolio manager and chief investment officer. He holds a B. Com (UCT), a B. Com Honours (UNISA) and is a CFA charter holder. Patrick is the head of Alternative Investments at STANLIB.
Teboho Tsotetsi
Teboho joined STANLIB in 2007 as an analyst. He holds a Master s degree in Quantitative Risk Management from North West University and is currently assistant fund manager responsible for passive and active quantitative funds.
FUND OBJECTIVES AND FOCUS

The STANLIB Quants Fund's main aim is to achieve stable medium to long-term capital growth with lower volatility than that of general equity portfolios. Income generation is a secondary objective. In order to achieve these aims, the portfolio makes use of quantitative techniques in respect of style analysis, sector rotation and stock selection. The equity selections style will rotate between growth and value shares. The portfolio will invest in South African listed securities and non-equity securities, such as ordinary shares, preference shares, convertible securities, futures, options, warrants, bonds as well as money market instruments. This portfolio may not have any direct and/or indirect foreign exposure.


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WEBGRAPH
RANKING
SectorSouth African-Multi Asset-Flexible
SizeR113,361,932
Sector Rank: out of 0
(lump sum over years to 30 JUN 2018)
Overall Rank: out of 0
(lump sum over years to 30 JUN 2018)
R1000 invested on was worth R at
(% annual compound return)
R100 per month since was worth R at
(% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:02 MAY 2001 Holdings:35
Original Price:100 Pricing:Forward
Top Holdings on 30 JUN 2018
Share (Sector)No.Value% of Fund
METTLE (AltX)909782 0.00 %
ANGLO (Mining)9,4232,896,913 2.56 %
A-V-I (Food Producers)21,9322,373,042 2.09 %
NASPERS-N (Media)6,01920,976,215 18.50 %
STANBANK (Banks)22,4564,308,633 3.80 %
U-STINLIX (Income)20,092,74419,581,935 17.27 %
ASPEN (Pharmaceuticals - Biotechnology)7,3641,901,532 1.68 %
REMGRO (General Industrials)10,4642,137,691 1.89 %
CASH (Cash on call)06,273,462 5.53 %
ALTRON (Software - Computer Services)3,27550,763 0.04 %
VODACOM (Mobile Telecommunications)18,9672,328,958 2.05 %
TOTAL R62,829,92655.41%

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