Dynamic Strategy Fund

The Dynamic Strategy Fund is an actively managed multi-asset class mandate designed to reflect Melville Douglas’s optimal long-term capital growth strategy.

Investment Objectives

The objective of the fund is to deliver high growth of capital and income at a reasonable level of current income and relative stability. The fund is designed to achieve long-term growth. At all times the Dynamic Strategy Fund focuses on delivering balance – a balance between investment returns and the risk associated with those returns, between capital growth and cash generation and a balance between compound and cyclical price performers.

The fund’s benchmark* is 70% equity, 15% bonds and 15% cash.

*FTSE/JSE All Share Index 55%; BEASSA All Bond Index 15%; MSCI World Index; (USD) 15%; STeFI Call Deposit Rate Index 15%

Investor profile

The fund is suitable for investors seeking moderate capital growth and have an investment horizon longer than 5 years. The investor is willing to assume a moderate amount of risk in the pursuit of long term growth.

Application form Fund fact sheet

Sector Analysis

Performance

Top Holdings


Archive

Melville Douglas Dynamic Strategy Fund Fact Sheet (July 2017)

Melville Douglas Dynamic Strategy Fund Fact Sheet (June 2017)

Melville Douglas Dynamic Strategy Fund Fact Sheet (May 2017)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Apr 2017)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Feb 2017)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Jan 2017)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Dec 2016)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Nov 2016)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Oct 2016)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Sept 2016)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Aug 2016)

Melville Douglas Dynamic Strategy Fund Fact Sheet (July 2016)

Melville Douglas Dynamic Strategy Fund Fact Sheet (June 2016)

Melville Douglas Dynamic Strategy Fund Fact Sheet (May 2016)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Apr 2016)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Mar 2016)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Feb 2016)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Jan 2016)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Dec 2015)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Nov 2015)

Melville Douglas Dynamic Strategy Fund Fact Sheet (Oct 2015)

Quarterly Commentary

Melville Douglas Dynamic Strategy Fund Quarterly Commentary - March 2017

Melville Douglas Dynamic Strategy Fund Quarterly Commentary - December 2016

Melville Douglas Dynamic Strategy Fund Quarterly Commentary - September 2016

Melville Douglas Dynamic Strategy Fund Quarterly Commentary - June 2016

You have reviewed the latest product information on our website (fact sheet) and know the risk and fees associated with your investment choice. You have read and understood the terms and conditions available on our website or upon request.

To invest directly, investors need to download the application form, complete and submit this form and all the associated documents to STANLIB:

E-mail: instructions@stanlib.com

Facsimile: 0867 277 501 or 011 448 6666

STANLIB Collective Investments Limited administer these funds.

You have reviewed the latest product information on our website (fact sheet) and know the risk and fees associated with your investment choice. You have read and understood the terms and conditions available on our website or upon request.

To invest directly, investors need to download the application form, complete and submit this form and all the associated documents to STANLIB:

E-mail: instructions@stanlib.com

Facsimile: 0867 277 501 or 011 448 6651

STANLIB Collective Investments Limited administer these funds.

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