Stanlib Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R4 606 R 136 2.9526%
Number of Accounts (Mar 2019)
17 249 18 117 105%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 1 831 R 1 801
    Local    R 1 774    R 1 748
    Foreign    R 57    R 53
Cash Instr. R 1 029 R 1 078
    Local    R 1 021    R 1 071
    Foreign    R 8    R 7
Property R 12 R 26
On FoF R 1 734 R 1 565
Fund Investment Aims, Objective and/or Universe
The fund's main objective is to generate a reasonable level of current income and capital growth for the investor.The fund will consist of a diversified spread of investments in securities and non-equity securities, in a manner which is similar to that usually employed by retirement schemes.The investments in securities would include shares and preference shares, including property shares and property loan stock, listed on exchanges, non-equity securities and participatory interests of other collective investment schemes.
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