South Africa: Dedicated portfolio management

The number of clients we manage is limited to ensure that high standards of personal service are maintained at all times. As no two clients are alike, portfolio managers meet regularly with each client to establish a clear understanding of their needs, priorities and overall financial thinking. Clients’ objectives are also reviewed taking changing markets and their personal circumstances into account.

  • To ensure our high level of personal service we have a minimum investment size of R10m per portfolio. Smaller clients can access our investment expertise in a cost-efficient manner through our unitised managed funds.
  • We only have one source of income (portfolio management fees) so that there can be no conflict of interest in the execution of our fiduciary responsibilities to our clients.
  • Our fee basis enables us to focus on investment returns, not gathering assets.
  • We are driven by value, not volume.

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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