STANLIB Moderately Aggressive Fund of Funds
MANAGEMENT Fund Manager's Comment
Paul Hansen, B Com, MBA,
After completing his articles at Alex Aitken and Carter he joined UAL Merchant Bank in 1979, initially assisting as a portfolio manager and later working as an investment analyst. After completion of a full time MBA he relocated to the USA where he spent nine years as a stockbroker/financial consultant, mostly with Shearson Lehman Bros. He returned to South Africa in 1992 and joined Old Mutual Invesments with involvement in portfolio management and client report backs. He joined SCMB Asset Management division in 1995, after a stint in portfolio management at RMB Asset Management. Paul Hansen is responsible for managing the onshore portion and Fidelity Investment Managers the offshore portion.

The primary investment objective of the portfolio will be to achieve high capital growth over the longer term with a relatively steady stream of income, at a moderate risk of short-term volatility of capital values. Investments to be included in the portfolio will, apart from assets in liquid form, consist solely of participatory interests of portfolios of the STANLIB Collective Investment Scheme. The portfolio will not invest in participatory interests of portfolios where the value of the foreign assets included in such portfolio exceeds 10% of the net asset value of such portfolio. The following asset allocation limitations will apply to the portfolio - Equity Funds: 60% to 80%, Property Funds: 0% to 20%, Bond Funds: 10%to 20%, Money Market and Income Funds: 5% to 15% of the value of the portfolio.

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SectorSouth African-Multi Asset-High Equity
Sector Rank: 140 out of 148
(lump sum over 3 years to 31 July 2019)
Overall Rank: 913 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2014 was worth R 1010 at 31 July 2017
( 0.35% annual compound return)
R100 per month since 31 July 2014 was worth R 3751 at 31 July 2017
( 2.66% annual return compounded monthly)
Formation Date:25 JUL 2005 Holdings:9
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
U-SLBOND (Gilt)12,105,44621,106,388 10.65 %
U-SBKMM (Money Market)10,583,21510,644,881 5.37 %
U-SLPROSR (General Equity)3,917,30532,580,284 16.44 %
CASH (Cash on call)04,002,711 2.02 %
U-SLIPROP (Property Unit Trusts)2,738,49411,316,987 5.71 %
U-SLALSIA (Large Cap)3,552,97621,059,268 10.63 %
TOTAL R100,710,51950.82%

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