STANLIB Index 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

This investment objective is to earn a total compound annual return, which substantially equates to the total compound annual return of the FTSE/JSE All Share Index, as adjusted for transaction and other costs. Investments will be a selection of ordinary shares as listed in the FTSE/JSE All Share Index at ratios so determined as to best replicate the performance of the FTSE/JSE All Share Index.


Click here to Download CSV
WEBGRAPH
RANKING
SectorSouth African-Equity-General
SizeR515,362,896
Sector Rank: 83 out of 121
(lump sum over 3 years to 31 July 2017)
Overall Rank: 730 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1052 at 31 July 2017
( 1.72% annual compound return)
R100 per month since 31 July 2014 was worth R 3806 at 31 July 2017
( 3.59% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 FEB 1995 Holdings:68
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
SASOL (Chemicals)43,64918,689,629 3.63 %
BATS (Tobacco)18,95315,721,514 3.05 %
NASPERS-N (Media)33,673116,205,523 22.55 %
DERIVATIV (Derivatives)02,537,505 0.49 %
STANBANK (Banks)100,16919,599,067 3.80 %
U-SBKIMM (Money Market)8,136,4988,186,638 1.59 %
ASPEN (Pharmaceuticals - Biotechnology)27,1767,541,340 1.46 %
REMGRO (General Industrials)40,5609,572,160 1.86 %
CASH (Cash on call)012,020,017 2.33 %
DATATEC (Software - Computer Services)15,652894,199 0.17 %
MTN GROUP (Mobile Telecommunications)142,27119,434,219 3.77 %
TOTAL R230,401,81144.7%

Send e-mail to
© 2018 SHARENET (PTY) Ltd, Cape Town, South Africa
Home     Terms & conditions    Privacy Policy
    Security Notice    Contact Details
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.