South Africa: Portfolio Management

Overview

For more than 30 years, our portfolio managers have been trusted by our clients for their passion, talent, and commitment to putting your investment needs first. They can be relied upon to manage your assets on your behalf and to make investment decisions at their discretion to meet your agreed goals.

Our portfolio managers keep a watchful eye on each portfolio, and can be relied upon to manage your assets on your behalf and to make the right investment decisions at their discretion to meet your agreed goals. And should your circumstances change, our continuous appraisal philosophy allows for agile adjustments to your local or global portfolio.

Why should you consider our portfolio management services?

  • Our service is customised to suit each client’s personal needs. Our flexible approach, combined with a comprehensive financial needs analysis and a full understanding of our client’s investment objectives, delivers a customised investment portfolio: one size does not fit all.
  • We ensure that active asset allocation immediately adjusts to the changing circumstances in investment markets, providing our clients peace of mind that their assets are constantly monitored by focused professionals.
  • We provide our clients with full transparency regarding the underlying assets owned, portfolio transactions and all management costs so that they are able to evaluate our performance and progress with confidence.
  • Our team of experts provide our clients with exceptional, personalised service. We dedicate two portfolio managers and a client services individual to each client, ensuring our clients always have direct access to their portfolio manager and understand the investment decisions they make on their behalf.
  • Our portfolio managers are in regular contact with our clients and consistently report back on portfolio performance.
  • We have a wealth of experience: our investment team has in excess of 300 years’ combined experience.

A minimum investment size of R10 million per portfolio applies. Portfolios below the minimum investment size can access our investment expertise through our unitised managed funds. We only have one source of income (portfolio management fees) which ensures that there is no conflict of interest in the execution of our fiduciary responsibility.

We have a long record of superior returns in portfolios. To measure our returns over time, we have formed a composite of our Regulation 28 compliant portfolios. These tend to have similar mandates because of the need to meet the Prudential Investment Guidelines. Our long-term track record shows that our domestic equity stock selection consistently beats the All Share Index:

Regulation 28 portfolio returns*

Periods to 30 April 2018

Composite size: R252 m

Regulation 28 portfolio returns Month Quarter YTD 1 year 3 years 5 years 10 years
Total portfolio 4.0% 0.9% 1.4%  8.8% 5.6% 11.3% 11.2%
Notional benchmark 60% domestic equity, 10% foreign equity) 4.4% 0.6% 0.7% 9.1% 5.9% 10.8% 8.9%
Portfolio equity 4.5% -0.2% -0.2% 9.2% 3.9% 12.3% 12.9%
JSE All Share Index 5.4% -1.0% -0.9% 11.4% 5.3% 11.7% 9.8%

*The Regulation 28 numbers are gross of fees

 

Long term capital growth portfolios

Periods to 30 April 2018

Composite size: R6 455 m

Regulation 28 portfolio returns Month Quarter YTD 1 year 3 years 5 years 10 years
Total portfolio 3.9% 1.0% 1.6% 9.1% 5.3% 11.2% 11.3%
Benchmark actual(60% domestic equity, 10% foreign equity) 4.4% 0.6% 0.7% 9.1% 5.9% 10.8% 8.9%
Portfolio equity 4.3% 0.1% 0.2% 10.1% 3.7% 11.8% 12.3%
JSE All Share Index 5.4% -1.0% -0.9% 11.4% 5.3% 11.7% 9.8%

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.

Select your location and role to view strategy and fund content
Please select your location
Which role best describes you?
By entering you agree to our Terms and Conditions