STANLIB Absolute Plus Fund
MANAGEMENT Fund Manager's Comment
Marius Oberholzer, BCom; MSc(Global Finance)
Before STANLIB, Marius was Managing Partner at Sarala Capital, responsible for strategic direction. Prior to this he worked at TT International (London - Hong Kong) where he managed the Asian Opportunities Long Short Equity Hedge Fund. He holds a BCom and MSc(Global Finance).
FUND OBJECTIVES AND FOCUS

The STANLIB Dynamic Return Fund aims to achieve capital growth as well as some level of capital protection over the long-term. In the short-term, the portfolio will aim to profit from rising markets and protect against capital losses in weak markets. The portfolio will be invested in equity securities and/or non-equity securities that will comply with prudential investment guidelines for retirement portfolios. The manager will use a quantitative risk management model when selecting the securities that will be included in the portfolio. The model shall incrementally switch exposure from equities to non-equity instruments if the portfolio value drops towards a predetermined "protective floor".


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WEBGRAPH
RANKING
SectorSouth African-Multi Asset-Medium Equity
SizeR7,562,841,275
Sector Rank: 47 out of 74
(lump sum over 3 years to 31 July 2019)
Overall Rank: 613 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1115 at 31 July 2019
( 3.69% annual compound return)
R100 per month since 31 July 2016 was worth R 3793 at 31 July 2019
( 3.36% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:19 DEC 2005 Holdings:34
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
PFB (Food Producers)2,031,1394,874,734 0.06 %
FUTURES M (Derivatives)0132,902,482 1.76 %
U-SBKIMM (Money Market)78,000,00078,207,599 1.03 %
FOREIGNBO (Foreign Invest)01,262,067,669 16.69 %
EQUITY (General Equity)0362,776,172 4.80 %
BONDS (Bond)01,137,950,851 15.05 %
KAP (General Industrials)17,446,51098,049,386 1.30 %
CASH (Cash on call)0129,250,442 1.71 %
O-COREMSW (Offshore Intern)173,770113,550,981 1.50 %
CAPPREC (Software - Computer Services)4,014,5003,131,310 0.04 %
HUGE (Mobile Telecommunications)9,967,38657,810,839 0.76 %
TOTAL R3,380,572,46544.7%

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