The Balanced Fund is an actively managed multi-asset class mandate designed to reflect Melville Douglas’s optimal long-term capital growth strategy.
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 Balanced 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 FTSE/JSE CAPPED SWIX All Share 55%; BEASSA All Bond Index 15%; MSCI World Index; (USD) 15%; STeFI Call Deposit Rate Index 15%
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
Melville Douglas Balanced Fund Fact Sheet (March 2021)
Melville Douglas Balanced Fund Fact Sheet (Feb 2021)
Melville Douglas Balanced Fund Fact Sheet (Jan 2021)
Melville Douglas Balanced Fund Fact Sheet (Dec 2020)
Melville Douglas Balanced Fund Fact Sheet (Nov 2020)
Melville Douglas Balanced Fund Fact Sheet (Oct 2020)
Melville Douglas Balanced Fund Fact Sheet (Sept 2020)
Melville Douglas Balanced Fund Fact Sheet (Aug 2020)
Melville Douglas Dynamic Strategy Fund Fact Sheet (July 2020)
Melville Douglas Dynamic Strategy Fund Fact Sheet (June 2020)
Melville Douglas Dynamic Strategy Fund Fact Sheet (May 2020)
Melville Douglas Dynamic Strategy Fund Fact Sheet (April 2020)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Mar 2020)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Feb 2020)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Jan 2020)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Dec 2019)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Nov 2019)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Oct 2019)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Sept 2019)
Melville Douglas Dynamic Strategy Fund Fact Sheet (August 2019)
Melville Douglas Dynamic Strategy Fund Fact Sheet (July 2019)
Melville Douglas Dynamic Strategy Fund Fact Sheet (June 2019)
Melville Douglas Dynamic Strategy Fund Fact Sheet (May 2019)
Melville Douglas Dynamic Strategy Fund Fact Sheet (April 2019)
Melville Douglas Dynamic Strategy Fund Fact Sheet (March 2019)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Feb 2019)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Jan 2019)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Dec 2018)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Nov 2018)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Oct 2018)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Sept 2018)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Aug 2018)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Jul 2018)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Jun 2018)
Melville Douglas Dynamic Strategy Fund Fact Sheet (May 2018)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Apr 2018)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Mar 2018)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Feb 2018)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Jan 2018)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Dec 2017)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Nov 2017)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Oct 2017)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Sept 2017)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Aug 2017)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Jul 2017)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Jun 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 (Mar 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 (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 (Jul 2016)
Melville Douglas Dynamic Strategy Fund Fact Sheet (Jun 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)
Melville Douglas Balanced Fund Quarterly Commentary - Sept 2020
Melville Douglas Balanced Fund Quarterly Commentary - March 2020
Melville Douglas Balanced Fund Quarterly Commentary - Dec 2019
Melville Douglas Balanced Fund Quarterly Commentary - Sept 2019
Melville Douglas Balanced Fund Quarterly Commentary - March 2019
Melville Douglas Dynamic Strategy Fund Quarterly Commentary - Sept 2018
Melville Douglas Dynamic Strategy Fund Quarterly Commentary - Dec 2018
Melville Douglas Dynamic Strategy Fund Quarterly Commentary - Jun 2018
Melville Douglas Dynamic Strategy Fund Quarterly Commentary - Mar 2018
Melville Douglas Dynamic Strategy Fund Quarterly Commentary - Dec 2017
Melville Douglas Dynamic Strategy Fund Quarterly Commentary - Sept 2017
Melville Douglas Dynamic Strategy Fund Quarterly Commentary - Jun 2017
Melville Douglas Dynamic Strategy Fund Quarterly Commentary - Mar 2017
Melville Douglas Dynamic Strategy Fund Quarterly Commentary - Dec 2016
Melville Douglas Dynamic Strategy Fund Quarterly Commentary - Sept 2016
Melville Douglas Dynamic Strategy Fund Quarterly Commentary - Jun 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: [email protected]
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: [email protected]
Facsimile: 0867 277 501 or 011 448 6651
STANLIB Collective Investments Limited administer these funds.
