STANLIB 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 Equity Fund's objective is the steady growth of income and capital, a reasonable level of current income and the maximum stability for capital invested. The securities to be included will consist of securities, non-equity securities and participatory interests of collective investment schemes in securities. This portfolio may have a maximum of 15% direct and/or indirect foreign exposure.


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WEBGRAPH
RANKING
SectorSouth African-Equity-General
SizeR4,155,912,098
Sector Rank: 62 out of 137
(lump sum over 3 years to 31 July 2017)
Overall Rank: 796 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1069 at 31 July 2019
( 2.25% annual compound return)
R100 per month since 31 July 2016 was worth R 3797 at 31 July 2019
( 3.44% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 JAN 1970 Holdings:54
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
SASOL (Chemicals)363,140127,091,737 3.06 %
RICHEMONT (Personal Goods)579,57969,311,853 1.67 %
BIDCORP (Food - Drug Retailers)300,36292,962,039 2.24 %
STANBANK (Banks)906,835178,528,606 4.30 %
U-SBKIMM (Money Market)1,5581,567 0.00 %
O-SLHIALP (Equities)34,559825,167,797 19.86 %
BIDVEST (General Industrials)408,04578,401,766 1.89 %
CASH (Cash on call)0106,063,288 2.55 %
O-SBSEASI (Offshore Intern)26,698417,125,930 10.04 %
NASPERS-N (Software - Computer Services)170,141579,144,651 13.94 %
MTN GROUP (Mobile Telecommunications)1,341,020143,784,164 3.46 %
TOTAL R2,617,583,39863.01%

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