STANLIB Index Fund
MANAGEMENT Fund Manager's Comment
Ann Sebastian, BSc (Hons), (Advanced Mathematics of Finance)
Possessing a very strong academic record and a passion for financial markets, Ann joined the Beta Quants team in 2012. As a quantitative analyst, she specialises in asset allocation, portfolio construction, investment risk management and multi-factor risk modelling. She is currently a Portfolio manager at STANLIB Index Investments responsible for the management of R 22 billion across quantitative enhanced index funds, smart beta funds, completion strategies and index tracking fund across a number of asset classes. Ann studied at Wits University, where she took a BSc in Mathematical Sciences with double majors in Pure Mathematics and Economic Sciences. She then went on to do her BSc honours degree studying Advanced Mathematics of Finance. She is currently studying towards a MSc in Statistical Science from UCT where her thesis covers "Tactical Asset Allocation with Flexible Investor Views".
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.


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WEBGRAPH
RANKING
SectorSouth African-Equity-General
SizeR255,097,141
Sector Rank: 55 out of 137
(lump sum over 3 years to 31 July 2017)
Overall Rank: 760 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1081 at 31 July 2019
( 2.63% annual compound return)
R100 per month since 31 July 2016 was worth R 3716 at 31 July 2019
( 2.04% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 FEB 1995 Holdings:68
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
ANGLO (Mining)21,0918,491,237 3.33 %
BATS (Tobacco)11,7795,824,716 2.28 %
BIDCORP (Food - Drug Retailers)13,6104,178,134 1.64 %
FUTURES M (Derivatives)02,178,236 0.85 %
STANBANK (Banks)52,52710,330,485 4.05 %
U-SBKIMM (Money Market)7,038,6317,096,088 2.78 %
ASPEN (Pharmaceuticals - Biotechnology)15,6921,576,261 0.62 %
REMGRO (General Industrials)21,1093,966,381 1.55 %
CASH (Cash on call)03,870,965 1.52 %
NASPERS-N (Software - Computer Services)17,47959,769,790 23.43 %
MTN GROUP (Mobile Telecommunications)73,8237,880,605 3.09 %
TOTAL R115,162,89845.14%

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