STANLIB SA Equity Fund
MANAGEMENT Fund Manager's Comment
Theo Botha, B Com (Hons), CFA, Portfolio Manager
From 1989 to December 1998, Theo worked for UAL/NIB Asset Management and then joined Liberty Asset Management in January 1999 as a research sector head. His expertise covers the luxury goods, beverages, tobacco, food retail and food manufacturing subsectors.
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.
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.


Click here to Download CSV
WEBGRAPH
RANKING
SectorSouth African-Equity-General
SizeR2,929,461,516
Sector Rank: 116 out of 137
(lump sum over 3 years to 31 July 2017)
Overall Rank: 965 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 940 at 31 July 2019
( -2.06% annual compound return)
R100 per month since 31 July 2016 was worth R 3512 at 31 July 2019
( -1.61% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 AUG 1994 Holdings:41
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
SASOL (Chemicals)393,057137,562,089 4.70 %
RICHEMONT (Personal Goods)635,93776,051,706 2.60 %
BIDCORP (Food - Drug Retailers)328,020101,522,190 3.47 %
STANBANK (Banks)1,012,103199,252,718 6.80 %
U-SBKIMM (Money Market)00 0.00 %
BIDVEST (General Industrials)447,34185,952,100 2.93 %
CASH (Cash on call)047,219,136 1.61 %
NASPERS-N (Software - Computer Services)186,393634,464,997 21.66 %
MTN GROUP (Mobile Telecommunications)1,471,318157,754,716 5.39 %
TOTAL R1,439,779,65249.16%

Send e-mail to
© 2019 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.