Stratégie du fonds géré par STANLIB COLLECTIVE INVESTMENTS |
|
The investment objective of the STANLIB HIGH EQUITY BALANCED FUND OF FUNDS is to provide investors with exposure to a variety of asset classes. The portfolio will have reduced short term volatility and aims to maximise long term capital growth. In order to achieve this objective, the STANLIB HIGH EQUITY BALANCED FUND OF FUNDS will consist of a spread of equity and non-equity CIS portfolios. Each of these underlying portfolios will track one of the benchmark indices of the asset classes in the equity, bond, money, or property markets. The Fund can have a maximum effective equity exposure (including international equity) of up to 75% and a maximum effective property exposure (including international property) of up to 25% of the market value of the portfolio.
|
Performances du fonds : 1nvest High Equity Balanced Pasv FoF B1 |
|
|
Performances Historiques Glissantes au 24-02-2021 |
|
|
Début d'année |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
Max |
Fonds |
+7.68% |
+6.73% |
+11.38% |
+23.68% |
+0.5% |
-8.4% |
+18.79% |
|
|
Copyright © 2009 Morningstar. All Rights Reserved. The information, data and opinions expressed (“Information”) and contained herein: (1) are proprietary to Morningstar and/or its content providers and are not intended to represent investment advice or recommendation to buy or sell any security; (2) may not be copied or distributed without express license to do so; and (3) are not warranted to be accurate, complete or timely. Morningstar reserve its rights to charge for access to these Ratings and/or Rating report. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this Rating, Rating Report or Information contained therein.
|
|
Notation Morningstar |
 |
PEA
|
NON
|
PEA PME
|
NON
|
Date de création
|
18-03-2016 |
Devise
|
ZAR |
Structure Juridique
|
Unit Trust
|
Catégorie Morningstar
|
Allocation ZAR/NAD Agressive
|
Zone d'investissement |
Afrique du Sud |
Place de cotation |
Afrique du Sud |
Benchmark |
-JSE ASSA Inf-Lkd Bond CILI TR ZAR 5% -Beassa ALBI TR ZAR 5% -FTSE/JSE All Share TR ZAR 53% -STeFI Call Deposit ZAR 5% -FTSE/JSE SA Listed Property Cap TR ZAR 10% -BBgBarc Global Aggregate TR USD 5% -MSCI World GR USD 18%
|
Actifs nets de la part
|
69 M ZAR au 31-01-2018
|
Fréquence des VL
|
Quotidienne
|
Commisaire aux comptes |
SizweNtsalubaGobodo |
Ecart-type 3 ans |
13.65%
|
Ratio de Sharpe 3 ans |
0.45 |
Performance moyenne 3 ans |
-8.4% |
|