STANLIB Inflation Plus 3% 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).

The Portfolio shall aim to generate a performance return of CPI +3% on a rolling 24 month basis, while simultaneously aiming to avoid potential negative performance returns over any 12 month period. The portfolio will invest its assets in a relatively flexible combination of equity, bond, money market and property securities, as well as participatory interests in appropriate collective investment schemes, within targeted constraints placed on each asset class, as deemed appropriate to achieve the stated investment objective of the portfolio, from time to time. In order to achieve this objective, appropriate statistical and asset allocation models will be used, as deemed appropriate from time to time. The manager may from time to time invest in participatory interests or any other form of participation in portfolios of collective investment schemes or other similar collective investment schemes. The portfolio may from time to time invest in financial instruments and will be permitted to invest its assets in foreign investment markets. The portfolio will comply with prudential investment guidelines applicable to retirement funds.

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SectorSouth African-Multi Asset-Medium Equity
Sector Rank: 2 out of 74
(lump sum over 3 years to 31 July 2019)
Overall Rank: 310 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2014 was worth R 1204 at 31 July 2017
( 6.38% annual compound return)
R100 per month since 31 July 2014 was worth R 4018 at 31 July 2017
( 7.03% annual return compounded monthly)
Formation Date:05 OCT 2006 Holdings:20
Original Price:0 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
DERIVATIV (Derivatives)018,584,549 2.48 %
ARCINVEST (General Financial)1,417,03111,052,842 1.47 %
U-SBKIMM (Money Market)119,562,093120,142,738 16.03 %
ISHCOREMSPAC (Equities)96,63059,661,984 7.96 %
IV19A (Bond)24,515,21538,209,044 5.10 %
CASH (Cash on call)023,560,052 3.14 %
U-SLDYNRT (Flexible)99,771,151149,721,872 19.97 %
U-SLIPROP (Property Unit Trusts)8,050,37033,352,496 4.45 %
U-STAFREQ (International)10,962,9507,727,660 1.03 %
HUGE (Mobile Telecommunications)581,1815,463,101 0.73 %
TOTAL R467,476,33862.36%

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