STANLIB Multi-Manager High Equity Fund of Funds
MANAGEMENT Fund Manager's Comment
Malcolm Holmes, B Com Econ (Hons), CFA
Malcolm Holmes has 11 years investment experience and has been a portfolio manager in his own right, which makes him the perfect candidate to oversee the evaluation of the underlying managers and their portfolios. As the head portfolio manager, Malcolm is the key person responsible for product development and design at STANLIB Multi-Manager. He is responsible for ensuring that our products meet their investment objectives and that the underlying managers meet their mandates.
STANLIB Multi-Manager
STANLIB Multi-Manager was established in 1999 and is the centre of excellence for multi-managed solutions within STANLIB. The investment team, led by Chief Investment Officer Joao Frasco, consists of an experienced team with a diverse set of investment skills. We have offices in Johannesburg and London, and currently have mandates in excess of R90 billion under stewardship. STANLIB Multi-Manager Funds are designed to deliver superior investment returns more consistently than through a single asset manager or mandate. Our approach allows investors to outsource the fund / manager selection decision, which includes the ongoing due diligence of managers and construction of portfolios, to meet pre-defined objectives over time. Risk management is a fundamental component of our investment philosophy and process and is therefore approached holistically. It permeates every part of our investment process, requiring participation and accountability from all individuals involved in the process.
Naweed Hoosenmia, BSc (Hons) in Actuarial Science
Naweed joined the STANLIB Multi-Manager Research and Development Team at as a Quantitative Analyst. Prior to STANLIB, Naweed was a Portfolio Risk Analyst at Eminence Partners, a Johannesburg-based long/short equity hedge fund operated under the Peregrine fund platform.
FUND OBJECTIVES AND FOCUS

The Fund adopts the specialist approach whereby exposure to each asset class is gained via a multi-managed building block. It is well diversified across domestic and foreign asset classes. Its main objective is to provide long-term growth of capital and modest income, with a low probability of capital loss over the long term. The Fund aims to achieve CPI+6% p.a over 6-year rolling periods. The Fund is exposed to multiple best-of-breed managers, investment styles, asset classes and strategies providing investors with additional diversification benefits. The tactical exposure to each asset class is actively managed - expected total equity content of between 65% and 75%. The Fund is regulation 28 compliant.


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WEBGRAPH
RANKING
SectorSouth African-Multi Asset-High Equity
SizeR74,596,574
Sector Rank: 42 out of 157
(lump sum over 1 years to 31 July 2017)
Overall Rank: 496 out of 1082
(lump sum over 1 years to 31 July 2017)
R1000 invested on 31 July 2016 was worth R 1053 at 31 July 2017
( 5.31% annual compound return)
R100 per month since 31 July 2016 was worth R 1260 at 31 July 2017
( 8.97% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 JUL 2009 Holdings:0
Original Price:0 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
U-SMMBOND (Gilt)5,369,8325,323,393 7.14 %
U-SLMMINA (Income)3,000,4523,168,337 4.25 %
FID-EUROFUND (Cash)6927,766 1.24 %
U-SLMMEQA (General Equity)4,263,52040,367,259 54.11 %
CASH (Cash on call)01,847,640 2.48 %
O-LEEQUI (Offshore Intern)37713,683,408 18.34 %
U-SLMMPRO (Property Unit Trusts)906,2375,616,473 7.53 %
TOTAL R70,934,27695.09%

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