Global Balanced Fund

Investment Objectives

The objective of the fund is to provide long-term capital growth in US Dollar terms by investing in a balanced portfolio of globally diversified equity and fixed income.

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

Asset Allocation

Performance

 

Top Holdings


Archive

Melville Douglas Global Balanced Fact Sheet (July 2017)

Melville Douglas Global Balanced Fact Sheet (June 2017)

Melville Douglas Global Balanced Fact Sheet (May 2017)

Melville Douglas Global Balanced Fact Sheet (Apr 2017)

Melville Douglas Global Balanced Fact Sheet (Mar 2017)

Melville Douglas Global Balanced Fact Sheet (Feb 2017)

Melville Douglas Global Balanced Fact Sheet (Jan 2017)

Melville Douglas Global Balanced Fact Sheet (Dec 2016)

Melville Douglas Global Balanced Fact Sheet (Nov 2016)

Melville Douglas Global Balanced Fact Sheet (Oct 2016)

Melville Douglas Global Balanced Fact Sheet (Sept 2016)

Melville Douglas Global Balanced Fact Sheet (Aug 2016)

Melville Douglas Global Balanced Fact Sheet (July 2016)

Melville Douglas Global Balanced Fact Sheet (June 2016)

Melville Douglas Global Balanced Fact Sheet (May 2016)

Melville Douglas Global Balanced Fact Sheet (Apr 2016)

Melville Douglas Global Balanced Fact Sheet (Mar 2016)

Melville Douglas Global Balanced Fact Sheet (Feb 2016)

Melville Douglas Global Balanced Fact Sheet (Jan 2016)

Melville Douglas Global Balanced Fact Sheet (Dec 2015)

Melville Douglas Global Balanced Fact Sheet (Nov 2015)

Melville Douglas Global Balanced Fact Sheet (Oct 2015)

Quarterly Commentary

Melville Douglas Global Balanced Fund Quarterly Commentary - March 2017

Melville Douglas Global Balanced Fund Quarterly Commentary - December 2016

Melville Douglas Global Balanced Fund Quarterly Commentary - September 2016

Melville Douglas Global Balanced Fund Quarterly Commentary - June 2016

Guidance on Estate Taxes

Guidance Note on Estate Taxes for Offshore Assets

Annual Reports

Melville Douglas Balanced Fund Limited, Unaudited Interim Report and Financial Statements - 1 October 2016 to 31 March 2017

Melville Douglas Balanced Fund Limited, Annual Report and Audited Financial Statement – September 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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