STANLIB Global Balanced Cautious Feeder Fund
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 STANLIB Global Balanced Cautious Feeder Fund shall be a general equity feeder fund portfolio. STANLIB Global Balanced Cautious Feeder Fund is a feeder fund seeking to achieve an investment medium for investors, which shall have as its main objective, to maximise long term total return. Apart from assets in liquid form, it will consist solely of participatory interests in a single portfolio of a collective investment scheme operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa, namely the STANLIB Global Balanced Cautious Fund, under the STANLIB Funds Limited Scheme domiciled in Jersey.

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SectorGlobal-Multi Asset-Low Equity
Sector Rank: 3 out of 9
(lump sum over 3 years to 31 July 2019)
Overall Rank: 539 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1133 at 31 July 2019
( 4.25% annual compound return)
R100 per month since 31 July 2016 was worth R 4077 at 31 July 2019
( 7.95% annual return compounded monthly)
Formation Date:01 FEB 2001 Holdings:19
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
U-SBKIMM (Money Market)6,681,9966,721,535 1.49 %
CASH (Cash on call)03,016,524 0.67 %
O-SBMABAL (Offshore Intern)26,214440,862,978 97.84 %
TOTAL R450,601,037100%

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